How long does an industrial business valuation take?

What happens between enquiry and the final report?

1. You send a short enquiry with the industry, purpose, approximate turnover and timing. No documents yet.
2. A valuer calls to scope the work: what the valuation is for, the date it speaks to, exactly what is being valued and who will read the report.
3. You receive an engagement letter with the scope, the fee, the information list and the delivery basis.
4. After you accept the engagement and pay the invoice, documents go up through the private upload link on your matter. The delivery clock starts here, provided the information is complete.
5. We analyse the business and send any questions through your matter.
6. You receive a draft to check the facts, with a representation letter confirming the information you supplied.
7. The final report is issued once the signed representation letter is returned.

Delivery then runs to the turnover band: 2 business days or 3 business days for the two standard bands. Delivery time starts once payment and all required information have been received. The full process is on how we value.

What slows an industrial valuation down?

Almost always the information, rarely the analysis. The common delays in manufacturing, engineering and logistics businesses are:

• Year-to-date management accounts that are months behind.
• An equipment or fleet register without finance payout figures.
• Revenue by customer that has to be rebuilt from invoices.
• Work in progress on fixed-price jobs with no reliable percentage complete.
• A related trust or company that owns the plant, trucks or premises and appears halfway through, which changes the scope and needs confirming in writing.
• A draft that sits unreviewed, or a representation letter that is not returned.

Most valuations are completed from documents and conversations, so a site visit is not a standard step. If someone needs to see the plant or the operation, we raise it at scoping and agree any visit, its cost and its timing first.

Can a valuation be done to meet a deadline?

Often. Settlement dates, board meetings, lender timetables and tax lodgements are common reasons for a deadline. Tell us your deadline and we will tell you on the call whether we can meet it. There is no surcharge for a tight timetable; the deciding factor is how quickly complete information can be supplied.

Our valuation readiness check shows what to have ready before you start. Fees are on our pricing page, or request a quote and tell us your date.