The Valuation Process

The amount of work will depend on the report type.  In general, this is what to expect:

  • We will sign a confidentiality agreement
  • We will meet with you to understand exactly what is to be valued and the type of services and report best suited for your situation
  • We will enter into a signed contract
  • We will request a detailed list of information including financial statements and operating data signed statement
  • We will conduct interviews with company management
  • We will provide a draft report for your review
  • You will likely need to sign a representation letter
  • We will provide a final report


2022 SME Valuation, 416.201.2663