The Business Valuation Engagement Letter is a crucial document used in professional service engagements under Swiss law when a client requires a formal business valuation. This document is typically employed in scenarios such as mergers and acquisitions, succession planning, shareholder disputes, or financial reporting requirements. The letter establishes the professional relationship between the valuation firm and the client, detailing the scope of work, methodology, timeline, and deliverables. It incorporates specific Swiss legal requirements and professional standards, including references to the Swiss Code of Obligations and relevant professional body guidelines. The document serves as a formal agreement that protects both parties' interests while ensuring transparency in the valuation process and compliance with Swiss regulatory requirements.
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Key Requirements PROMPT example:
Business Valuation Engagement Letter
"I need a Business Valuation Engagement Letter for a Swiss tech startup being valued for a potential merger, with engagement completion required by March 2025, including specific provisions for handling intellectual property and customer data protection."
1. Letter Header: Formal business letter header including date, recipient details, and subject line
2. Introduction: Identification of the parties and confirmation of engagement for business valuation services
3. Purpose and Scope: Clear definition of the valuation purpose, business/assets to be valued, and intended use of the valuation
4. Valuation Approach: Overview of the valuation methodology to be employed
5. Information Requirements: List of documents and information needed to perform the valuation
6. Timeline and Deliverables: Expected completion date and description of the final deliverables
7. Professional Fees: Fee structure, payment terms, and additional costs
8. Confidentiality: Confidentiality obligations regarding client information and valuation results
9. Professional Standards: Statement of compliance with relevant professional standards and guidelines
10. Limitations and Assumptions: Key assumptions and limitations of the valuation engagement
11. Signature Block: Space for both parties to sign and date the engagement letter
1. Conflict Resolution: Include when specific dispute resolution procedures are desired beyond standard legal remedies
2. Team Structure: Add when multiple professionals will be involved in the engagement
3. Prior Engagements: Include when there have been previous related engagements with the client
4. Third Party Use: Add when the valuation might be shared with or relied upon by third parties
5. Special Considerations: Include for industry-specific or unusual aspects of the valuation
6. Client Responsibilities: Add detailed client obligations when extensive client cooperation is required
1. Fee Schedule: Detailed breakdown of fees, hourly rates, and payment terms
2. Required Documentation List: Comprehensive list of documents and information required for the valuation
3. Team Biographies: Professional backgrounds of key team members involved in the valuation
4. Valuation Methodology: Detailed explanation of valuation approaches and methods to be used
5. Timeline Schedule: Detailed project timeline with key milestones and deliverable dates
6. Standard Terms and Conditions: Firm's standard terms and conditions for professional services
Authors
Relevant legal definitions
Agreement
Valuation Date
Subject Company
Business Enterprise
Valuation Report
Professional Standards
Engagement Team
Client
Confidential Information
Deliverables
Fair Market Value
Material Information
Professional Fees
Services
Valuation Approach
Valuation Methods
Working Papers
Engagement Period
Information Cut-off Date
Premises of Value
Professional Body
Intended Users
Purpose of Valuation
Scope of Work
Standard Terms
Success Fee
Target Company
Third Party
Valuation Assumptions
Business Day
Governing Law
Jurisdiction
Valuation Date
Subject Company
Business Enterprise
Valuation Report
Professional Standards
Engagement Team
Client
Confidential Information
Deliverables
Fair Market Value
Material Information
Professional Fees
Services
Valuation Approach
Valuation Methods
Working Papers
Engagement Period
Information Cut-off Date
Premises of Value
Professional Body
Intended Users
Purpose of Valuation
Scope of Work
Standard Terms
Success Fee
Target Company
Third Party
Valuation Assumptions
Business Day
Governing Law
Jurisdiction
Clauses
Scope of Services
Professional Standards Compliance
Fees and Payment
Confidentiality
Data Protection
Professional Liability
Information Access
Deliverables
Timeline
Client Cooperation
Termination
Force Majeure
Intellectual Property
Conflict of Interest
Limitation of Liability
Document Retention
Assignment
Non-Solicitation
Dispute Resolution
Governing Law
Professional Independence
Third-Party Rights
Entire Agreement
Amendments
Notices
Severability
Warranties
Insurance
Staff and Personnel
Electronic Communications
Professional Standards Compliance
Fees and Payment
Confidentiality
Data Protection
Professional Liability
Information Access
Deliverables
Timeline
Client Cooperation
Termination
Force Majeure
Intellectual Property
Conflict of Interest
Limitation of Liability
Document Retention
Assignment
Non-Solicitation
Dispute Resolution
Governing Law
Professional Independence
Third-Party Rights
Entire Agreement
Amendments
Notices
Severability
Warranties
Insurance
Staff and Personnel
Electronic Communications
Relevant Industries
Financial Services
Professional Services
Manufacturing
Technology
Real Estate
Retail
Healthcare
Energy
Telecommunications
Private Equity
Family Offices
Consulting
Relevant Teams
Finance
Corporate Development
Legal
Accounting
Deal Advisory
Transaction Services
Valuation Services
Risk Management
Compliance
Executive Leadership
Board of Directors
Investment
Relevant Roles
Chief Financial Officer
Chief Executive Officer
Financial Controller
Business Valuation Specialist
Corporate Development Manager
Investment Director
Managing Partner
Audit Partner
Transaction Advisory Partner
Legal Counsel
Board Member
Finance Director
M&A Director
Private Equity Manager
Find the exact document you need
Business Valuation Engagement Letter
A Swiss law-governed engagement letter establishing terms and conditions for professional business valuation services, including scope, methodology, and deliverables.
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