A Valuation Engagement Letter is essential when professional valuation services are required for business transactions, financial reporting, or regulatory compliance. This document, governed by English and Welsh law, sets out the framework for the valuation engagement, including scope, methodology, timelines, and fee arrangements. It ensures compliance with professional standards while protecting both the valuation firm and the client. The letter typically includes detailed information about the nature of the valuation, limitations, assumptions, and any specific requirements or restrictions that may apply to the engagement.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Engagement Overview: Purpose and scope of the valuation engagement
2. Client Information: Details of the client and any relevant group companies
3. Scope of Services: Detailed description of valuation services to be provided
4. Fees and Payment Terms: Fee structure, payment schedule and expenses
5. Timeline: Key dates and deliverables
6. Professional Standards: Applicable standards and methodology
7. Limitations and Assumptions: Key caveats and assumptions in the valuation
1. Conflict Disclosure: Required when there are potential conflicts of interest that need to be disclosed to the client
2. Third Party Rights: Defines access and reliance rights for third parties when other parties need to rely on the valuation
3. Specialist Input: Details of other expert input required when additional specialist expertise is needed for the valuation
1. Information Requirements: Detailed list of documents and data needed from the client
2. Team Structure: Key team members and their roles in the valuation engagement
3. Standard Terms: Firm's standard terms of business applicable to the engagement
4. Fee Schedule: Detailed breakdown of fees, charges and payment structure
Find the exact document you need
Pro Bono Engagement Letter
An England & Wales legal document formalizing free legal service arrangements between providers and recipients.
Download
Private Placement Engagement Letter
A formal engagement letter under English and Welsh law establishing terms between a financial advisor and client for private placement services.
Download
Legal Engagement Agreement
A formal agreement under English and Welsh law establishing the terms of engagement between a law firm and client.
Download
Financial Plan Engagement Letter
An English law-governed engagement letter establishing the terms of financial planning services between advisor and client, conforming to FCA requirements.
Download
Success Fee Engagement Letter
A formal engagement letter under English and Welsh law establishing terms for legal services with fees partially contingent on successful outcomes.
Download
Business Broker Engagement Agreement
A legal agreement under English and Welsh law establishing the terms for business brokerage services, including scope, fees, and obligations.
Download
Preparation Engagement Letter
A formal engagement letter under English law establishing terms between accountant and client for financial statement preparation services.
Download
Expert Witness Engagement Letter
A formal engagement document used in England and Wales to retain expert witness services, outlining terms and obligations under CPR Part 35.
Download
Audit Engagement Letter
A formal agreement under English and Welsh law establishing the terms of engagement between an audit firm and its client for audit services.
Download
Evergreen Engagement Letter
A continuing professional services agreement under English law that establishes an ongoing engagement between service provider and client without a fixed end date.
Download
Contractor Engagement Letter
A formal engagement letter under English and Welsh law that establishes the terms between a contractor and client company.
Download
Valuation Engagement Letter
A formal engagement letter for valuation services under English and Welsh law, establishing the terms and conditions for professional valuation services.
Download
Client Engagement Agreement
An England and Wales-governed agreement establishing terms between a service provider and client.
Download
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)