Valuation Q&A Checklist
30 questions to ask before you commission a valuation, and the answers that separate defensible from indicative.
What’s inside
- Scope, purpose and standard of value: what to pin down before anyone quotes
- Methodology: which approaches a defensible valuation has to reconcile
- Evidence and comparables: what the valuer must show you
- Reporting, signature and liability: who stands behind the number
- Defensible versus indicative, answered side by side for all 30 questions
Who it’s for
Founders, CEOs and CFOs about to commission a valuation, and anyone reviewing an engagement letter from a valuer.
How it’s prepared
Written and signed by Abi Shitta, ACCA, FMVA, MBA, Principal Consultant. Prepared on a calculation-methodology basis aligned with IVSC and HMRC Shares & Assets Valuation guidance. It is general information, not tax, legal or regulated investment advice, and is not a valuation of any particular company.
Published prices. Fixed scope. Five working days.
Investor-ready three-statement forecast, live-formula Excel.
Start →18 to 36-month runway, burn analysis and trigger points.
Start →IVSC-compliant, HMRC-aligned, signed by a named consultant.
Start →Fundraising, M&A readiness, board reporting, exit planning.
Start →Not sure which fits? Try the free valuation tool for an indicative range, or book a discovery call.