Some common scenarios include:
To ensure the valuation is legally usable, these are often relevant:
✔ A comprehensive valuation report suitable for legal / tax / arbitration use, with executive summary and detailed sections
✔ Statement of scope: parties, date of valuation, what is included / excluded
✔ Legal & regulatory framework discussion (what laws / precedents matter for this valuation)
✔ Financial / asset / income data, comparable transactions or assets, supporting documentation
✔ Scenario & sensitivity analyses around the key assumptions
✔ Expert’s declaration of independence and credentials; statement of conflicts / limitations
✔ Appendices with data sources, legal documents, financial statements, diagrams or calculations, etc.
✔ Support for hearings, arbitration or tax assessments if needed