Start with seven evidence groups
Tick the groups you have organised. Your selections stay in this page and are not sent with an enquiry.
Start with the purpose, subject and valuation date.
The preparation list without the tool
| Evidence group | Useful starting information |
|---|---|
| Purpose and scope | Decision, company or shares, valuation date, readers and deadline |
| Financial records | Annual accounts, current management figures and forecasts if relevant |
| Earnings adjustments | Reported-to-adjusted bridge with explanations and supporting records |
| Ownership | Group chart, cap table, articles, share rights and shareholder loans |
| Customers | Revenue, gross profit, contracts, concentration and relationship owners |
| Operating funding | Monthly debtors, stock, creditors, cash, debt and seasonal movements |
| Owner responsibilities | Current duties, management coverage and replacement assumptions |
If records are incomplete
List what is available, which versions are reconciled and which items require explanation. Do not disguise estimates as verified figures. A scoped initial discussion can determine whether missing information changes the required work, timetable or usefulness of a conclusion. The list is a starting framework, not a claim that every engagement requires identical documents.
Share information in stages
The enquiry form asks for contact details, purpose and an optional business location. Do not upload financial statements, identification or transaction documents through it. Agree the scope, confidentiality arrangements and document-sharing route before sending sensitive records.