Valuation Engagement Letter Template for Canada

1. Dispute Resolution: Terms for handling disputes, used when dealing with high-value or complex valuations

2. Multiple Offices Involvement: Required when multiple offices or jurisdictions are involved in the valuation

3. Public Company Considerations: Additional terms required for valuations involving public companies

4. Conflict Disclosure: Detailed disclosure of potential conflicts, used when relevant relationships exist

5. Specialized Methodology: Description of unique valuation approaches, needed for complex or unusual valuations

6. Third-Party Reliance: Terms regarding third-party use of the valuation, included when third-party reliance is anticipated

1. Schedule A - Fee Schedule: Detailed breakdown of professional fees, hourly rates, and payment terms

2. Schedule B - Required Information List: Comprehensive list of documents and information required from the client

3. Schedule C - Team Structure: Organization chart and biographies of key team members involved in the engagement

4. Appendix 1 - Standard Terms and Conditions: Detailed professional terms and conditions governing the engagement

5. Appendix 2 - Valuation Methodology Overview: General description of valuation approaches and methods to be considered

6. Appendix 3 - Client Responsibilities: Detailed outline of client's obligations and responsibilities during the engagement