Full Onboarding Process Description 

Our Valuation Engagement Process

Elite Valuation Authority follows a structured, transparent, and efficient onboarding process to ensure every valuation is accurate, compliant, and aligned with the client's strategic objectives.

Step 1: Initial Inquiry

The client submits the Request a Valuation form or contacts us directly.
We conduct a brief review to understand the nature of the assignment, valuation purpose, asset type, and expected timeline.

Step 2: Introductory Consultation

We schedule a short call to discuss:

  • scope and purpose of valuation
  • regulatory or transaction-related requirements
  • available documents
  • expected methodology and complexity
  • deadlines and deliverables

This consultation is free of charge.

Step 3: Proposal & Engagement Letter

Based on the information received, we prepare a tailored proposal outlining:

  • scope of work
  • methodology to be applied
  • fee structure and payment terms
  • timeline
  • assumptions and limitations
  • confidentiality and compliance clauses

The engagement starts once the proposal is accepted and the Engagement Letter is signed.

Step 4: Data Collection

We provide the client with a Data Request Checklist (or questionnaire).
Typical documents include:

  • financial statements
  • operational KPIs
  • ownership & legal documents
  • asset-specific records (property deeds, equipment lists, IP certificates)
  • business plan or forecast

All information is handled confidentially under GDPR and professional standards.

Step 5: Analysis & Valuation Modelling

Our experts perform:

  • financial and operational analysis
  • industry and market benchmarking
  • risk assessment
  • application of valuation methodologies (DCF, multiples, NAV, etc.)
  • sensitivity & scenario modelling

Step 6: Draft Report & Review Meeting

We prepare a Draft Valuation Report and schedule a review meeting to:

  • explain model assumptions
  • discuss findings
  • address questions or clarifications
  • incorporate factual corrections

Step 7: Final Signed Valuation Report

We deliver the final signed valuation report, suitable for:

  • investors and lenders
  • auditors
  • M&A transactions
  • legal/regulatory purposes
  • strategic internal planning

We remain available for post-report support if needed.

Valuation Onboarding Questionnaire.pdf
IM QUESTIONS AND CHECK LIST.pdf

For a customised quotation, please contact us directly.We will review your request and provide a transparent, obligation-free offer.