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1. Parties: Identification of the evaluating firm and the company being evaluated, including their registered addresses and authorized representatives
2. Background: Context of the evaluation, including the company's business nature and purpose of the evaluation
3. Definitions: Key terms used in the agreement, including technical valuation terms and methodological definitions
4. Scope of Services: Detailed description of the evaluation services to be provided, including specific areas of assessment
5. Evaluation Methodology: Overview of the valuation approaches and methodologies to be employed
6. Information Requirements: Details of documents, data, and access required from the company for the evaluation
7. Deliverables: Description of the evaluation report format, contents, and any interim deliverables
8. Timeline: Project schedule including key milestones and delivery dates
9. Professional Fees: Fee structure, payment terms, and out-of-pocket expenses
10. Confidentiality: Obligations regarding confidential information and data protection
11. Representations and Warranties: Statements of fact and assurances from both parties
12. Limitation of Liability: Scope and extent of the evaluator's liability
13. Termination: Conditions and process for terminating the engagement
14. Governing Law and Jurisdiction: Applicable law and jurisdiction for dispute resolution
1. Foreign Exchange Considerations: Required when the evaluation involves cross-border elements or foreign currency considerations
2. Industry-Specific Requirements: Additional terms specific to regulated industries or specialized sectors
3. Multiple Stakeholder Provisions: Required when multiple parties have interests in the evaluation results
4. Regulatory Compliance: Specific compliance requirements for regulated entities or special purpose evaluations
5. Force Majeure: Provisions for unforeseen circumstances affecting the evaluation process
6. Data Protection and Privacy: Enhanced privacy provisions when dealing with sensitive personal data or cross-border data transfers
1. Schedule A - Document Checklist: Comprehensive list of required documents and information for the evaluation
2. Schedule B - Evaluation Methodology Details: Detailed description of valuation methods and their application
3. Schedule C - Fee Structure: Detailed breakdown of fees, payment milestones, and expense categories
4. Schedule D - Project Timeline: Detailed project schedule with specific dates and milestones
5. Schedule E - Team Composition: Details of the evaluation team members and their roles
6. Appendix 1 - Compliance Requirements: Specific regulatory or industry compliance requirements applicable to the evaluation
7. Appendix 2 - Report Format: Template or structure of the final evaluation report
8. Appendix 3 - Assumptions and Limitations: Standard assumptions and limitations applicable to the evaluation
Agreement
Applicable Law
Approved Bank
Assets
Audited Financial Statements
Business Day
Company
Company Information
Confidential Information
Control
DCF Analysis
Deliverables
Disclosing Party
Effective Date
Enterprise Value
Evaluation
Evaluation Period
Evaluation Report
Expert
Fair Market Value
Financial Year
Force Majeure Event
GAAP
Goodwill
Governing Law
Group
IND AS
Intellectual Property Rights
Interim Report
Key Personnel
Liabilities
Management Accounts
Material Adverse Change
Net Asset Value
Parent Company
Parties
Professional Fees
Project Team
Receiving Party
Registered Valuer
Related Party
Representatives
SEBI
Services
Subsidiary
Target Company
Term
Third Party
Unaudited Financial Statements
Valuation Date
Valuation Methodology
Working Papers
Scope of Services
Term and Duration
Information Access
Confidentiality
Data Protection
Professional Fees
Payment Terms
Service Standards
Deliverables
Evaluation Methodology
Information Requirements
Representations and Warranties
Limitation of Liability
Indemnification
Force Majeure
Intellectual Property
Personnel and Staffing
Regulatory Compliance
Documentation Requirements
Record Keeping
Conflict of Interest
Non-Solicitation
Assignment
Termination
Consequences of Termination
Dispute Resolution
Governing Law
Notices
Amendments
Entire Agreement
Severability
Waiver
Third Party Rights
Counterparts
Financial Services
Technology
Manufacturing
Real Estate
Healthcare
Retail
Energy
Infrastructure
Professional Services
Telecommunications
Automotive
Consumer Goods
Education
Agriculture
Mining
Finance
Legal
Corporate Development
Risk Management
Compliance
Internal Audit
Treasury
Corporate Strategy
Business Development
Mergers & Acquisitions
Executive Management
Board Secretariat
Chief Executive Officer
Chief Financial Officer
Finance Director
Corporate Development Manager
Investment Analyst
Valuation Specialist
Due Diligence Manager
Merger & Acquisition Director
Business Development Manager
Risk Manager
Company Secretary
Legal Counsel
Compliance Officer
Financial Controller
Board Member
Audit Manager
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