Prepare a concise valuation enquiry
The following information helps a valuer understand scope before discussing fees and timing.
Suggested message format
Copy the template, replace the bracketed prompts and send it by email, WhatsApp or an enquiry form.
Purpose: [transaction / audit / tax / dispute / internal planning]
Target: [company and ownership interest]
Business nature: [industry, business model, locations]
Financials: [approx. turnover, profit, total assets, net equity]
Valuation date(s): [date]
Deadline (if any): [date and reason]
Reviewers/users/purpose: [board, investor, auditor, authority, court, counterparty]
This short message is for initial scoping. Detailed supporting documents can follow once the purpose and expected deliverable are understood.
See the full information checklist →What happens after the first message?
The valuer will normally clarify the exact subject interest, basis and purpose, then issue a more tailored information request. Audited financial statements are preferred where available, but recent management accounts are commonly used when they are the best information at or near the valuation date. The required documents then depend on the method and subject—such as forecasts for a discounted cash flow model, a fixed asset register for asset valuation, or a cap table and investor presentation for a startup.