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Business Valuation Engagement Letter
"I need a Business Valuation Engagement Letter under Indonesian law for valuing a mid-sized manufacturing company as part of an M&A transaction, with the valuation to be completed by March 2025, including specific provisions for sharing results with potential buyers."
1. Letterhead and Date: Professional firm's letterhead and date of the engagement letter
2. Client Details: Full legal name and address of the client entity
3. Engagement Purpose: Clear statement of the purpose of the business valuation engagement
4. Scope of Services: Detailed description of the valuation services to be provided, including the subject business/assets and valuation date
5. Valuation Methodology: Overview of the valuation approaches and methods to be employed
6. Professional Fees: Fee structure, payment terms, and additional costs
7. Timeline: Expected duration and key milestones of the engagement
8. Information Requirements: List of documents and information required from the client
9. Deliverables: Description of the final valuation report and any interim deliverables
10. Professional Standards: Statement of compliance with Indonesian Valuation Standards and other applicable regulations
11. Limitations and Assumptions: Key limitations and assumptions underlying the valuation
12. Confidentiality: Confidentiality obligations of both parties
13. Professional Liability: Extent and limitations of the valuer's professional liability
14. Termination: Conditions and process for terminating the engagement
15. Acceptance: Signature blocks and acceptance terms
1. Conflict Resolution: Specific dispute resolution procedures, used when dealing with high-value engagements or at client's request
2. Third Party Access: Terms for sharing valuation results with third parties, included when the valuation may be used for external purposes
3. Special Considerations: Additional terms for unique circumstances such as cross-border elements or specialized assets
4. Team Composition: Details of key team members and their roles, included for complex engagements or when requested by client
5. Quality Review Process: Description of internal quality review procedures, included for complex or high-stakes valuations
6. Progress Reporting: Terms for interim progress updates, included for longer engagements
7. Force Majeure: Provisions for unforeseen circumstances, included based on risk assessment or client preference
1. Schedule A - Fee Structure: Detailed breakdown of professional fees, payment milestones, and expense categories
2. Schedule B - Information Requirements: Comprehensive list of required documents, data, and access requirements
3. Schedule C - Project Timeline: Detailed project schedule with key milestones and deliverable dates
4. Schedule D - Team Profile: Professional profiles of key team members and their qualifications
5. Appendix 1 - Terms and Conditions: Standard terms and conditions of the professional firm
6. Appendix 2 - Valuation Methodology: Detailed description of valuation approaches and methods to be used
7. Appendix 3 - Compliance Statement: Detailed statement of compliance with relevant Indonesian regulations and professional standards
Authors
Applicable Law
Business Day
Client
Confidential Information
Deliverables
Engagement
Engagement Letter
Engagement Period
Final Report
Force Majeure
Indonesian Valuation Standards
Information Requirements
MAPPI
Material Adverse Change
OJK
Professional Fees
Professional Standards
Project Team
Reference Date
Related Party
Services
Subject Business
Subject Interest
SPI
Valuation
Valuation Approaches
Valuation Date
Valuation Methods
Valuation Report
Valuer
Working Papers
Scope of Services
Professional Standards Compliance
Information Requirements
Client Obligations
Valuation Methodology
Deliverables
Timeline
Professional Fees
Payment Terms
Confidentiality
Intellectual Property
Data Protection
Professional Liability
Limitation of Liability
Independence
Conflict of Interest
Force Majeure
Term and Termination
Governing Law
Dispute Resolution
Assignment
Entire Agreement
Amendments
Notices
Severability
Third Party Rights
Professional Indemnity
Quality Assurance
Document Retention
Regulatory Compliance
Anti-Bribery and Corruption
Financial Services
Manufacturing
Real Estate
Technology
Retail
Healthcare
Energy
Mining
Agriculture
Transportation
Professional Services
Construction
Hospitality
Education
Telecommunications
Finance
Legal
Corporate Development
Mergers & Acquisitions
Treasury
Risk Management
Corporate Strategy
Investment
Business Development
Compliance
Corporate Secretariat
Internal Audit
Chief Executive Officer
Chief Financial Officer
Finance Director
Corporate Development Manager
Investment Manager
Business Development Director
Mergers & Acquisitions Manager
Financial Controller
Treasury Manager
Corporate Finance Manager
Legal Counsel
Company Secretary
Risk Manager
Audit Manager
Strategy Director
Business Unit Head
Portfolio Manager
Valuation Specialist
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