FOR OWNERS. BEFORE THE SALE.ICAEW CHARTERED ACCOUNTANT · UK-WIDE
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THE SELLER’S PERSPECTIVE

Clear scope.
A considered fee.

Keep a pre-sale valuation or review proportionate to your decision, with the work, deliverable and fee agreed in advance.

Prepared by an ICAEW Chartered Accountant
Clear scope. Evidence-led analysis. UK-wide remote support.

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Affordable starts with the right question.

A useful, affordable engagement should answer the decision you actually face. An initial planning valuation, a buyer-offer comparison and a written report with specified reliance can require different work. There is no universal price advertised here.

What affects the quote?

The number of entities, quality of records, ownership structure, valuation date and intended users influence the analysis. Urgent deadlines, forecasts, multiple offers or complex consideration may increase the work. Explain those requirements at the first discussion.

What the proposal should clarify.

Agree the subject of the valuation or review, information to be used, reporting format, timetable and permitted reliance. Confirm whether a discussion of findings and subsequent questions are included, how VAT is treated and how additional work is approved.

Prepare once, reduce avoidable questions.

Bring a consistent version of the accounts, current trading figures and ownership information. Label forecasts and draft offers clearly. Explain known discrepancies instead of circulating competing versions of the same numbers.

Your route into an engagement.

Send a short enquiry, discuss the decision and available records, then consider the proposed scope and fee. Work begins only when the engagement is agreed. An enquiry is not a purchase and does not require an accounts upload.

BEFORE YOU COMMISSION

A few useful
answers.

Is the initial enquiry a paid engagement?+

No. Submitting the form asks us to contact you about your requirements. The scope and fee are agreed before work begins.

Can you promise a fixed turnaround?+

A timetable is agreed after understanding the scope and information available. Delivery depends on receiving the records and resolving relevant questions.

YOUR BUSINESS. YOUR NEXT CHAPTER.

Go into the conversation
with a clearer view.

Discuss your next move ↗

Scope and fees agreed before work begins.

Discuss your business sale ↗