How it works
From price to report,
step by step.
A straightforward valuation needs no appointment. Here is what happens, and who does what, at each step.
Get your price
Choose your revenue band and report. Your fixed fee shows straight away, then a few short questions confirm the report suits your situation.
Upload your financials
Accept your engagement terms, then upload your financial statements through a secure link. Nothing is public, and only the team on your valuation can see it.
We analyse your business
A valuer works through your earnings, adjustments and the method that fits. Any questions come to you in writing.
Receive your report
Your report is reviewed before it is issued, then delivered to you securely. A Professional report is signed by the valuer responsible.
What we need
The information
that matters.
- Profit and loss statements and balance sheets for the last two or three financial years;
- the most recent tax return for the business;
- year-to-date figures if the year is well advanced;
- short answers about owners’ salaries, one-off items and how the business runs.
We send a list tailored to your business once your terms are accepted. Documents are uploaded through a secure link to private storage.
People and software
Software helps.
People decide.
Where software helps, it organises and checks the numbers: missing years, totals that do not agree, unusual items. It never supplies a figure, a comparable sale or a multiple of its own, and every material number traces back to a source document.
A valuer makes the adjustments, chooses the method and reaches the conclusion. Every report is reviewed before it is issued, and a Professional Valuation Report is signed by the valuer responsible for it.
Tracking
Know where your valuation is.
Each valuation moves through these stages, and we tell you when yours changes. The status is the one the team has recorded, not an estimate.
- Awaiting payment
- Awaiting information
- Information received
- Under review
- Valuation in progress
- Quality assurance
- Report ready
- Complete
Questions
About the process.
What information do you need?
Usually your last two or three years of financial statements, the most recent tax return for the business, and short answers about how it operates. We send a list once you have accepted your terms.
Can I order online?
Yes, for straightforward businesses. You can get your fee, answer the questions and send your order online. If your answers show the work needs more scoping, a valuer reviews them and replies with a fixed fee in writing before anything is paid.
How long does it take?
Your delivery date is confirmed in writing with your engagement terms, before you pay. It runs from when we have received payment and all the information we need.
What happens after I order?
You receive your reference straight away. We confirm the scope, send your engagement terms and a secure payment link, and once you accept and pay, your secure upload link and the information list.
Ready
See your fixed fee.
Two taps for your price, then a few short questions.