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Valuation and Transaction Advisory

Business valuations and due diligence. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
3
Milestones
7
Tasks and sub-tasks
20
Documents to collect
8

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Business valuation report

Valuing a business or its shares for a fund raise, transfer or regulatory purpose, ending in a signed valuation report.

  • Fixed price
  • 30 days
  • 2 milestones
  • 6 tasks
  • 4 documents

Milestones and tasks

  1. Day 0Engagement
    • Agree purpose, valuation date and standard of valuePartner
  2. Day 30Valuation report issued
    • Management discussion and site visitManager
    • Review projections and assumptionsAnalyst
    • Valuation model (DCF, comparables, net assets)Analyst
    • Draft report and management reviewManager
    • Sign and issue the reportPartner

Document checklist

  • Signed engagement letterFrom the client 路 day 0 路 compulsory
  • Financial statements for the last three yearsFrom the client 路 day 5 路 compulsory
  • Business plan and projectionsFrom the client 路 day 7 路 compulsory
  • Management representation letterFrom the client 路 day 27 路 compulsory

Financial due diligence

Due diligence on a target company's financials for an investor or acquirer: quality of earnings, net debt and working capital.

  • Fixed price
  • 35 days
  • 3 milestones
  • 9 tasks
  • 2 documents

Milestones and tasks

  1. Day 0Kick-off
    • Information request list to the targetManager
  2. Day 28Draft report
    • Analyse the data roomAnalyst
    • Management meetingsManager
    • Draft report with red flagsManager
  3. Day 35Final report
    • Final report after the client's commentsPartner

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

  • Signed engagement letter and NDAFrom the client 路 day 0 路 compulsory
  • Data room accessFrom the client 路 day 3 路 compulsory

Business plan and financial model

A business plan with a three-to-five-year financial model, for a fund raise, bank loan or board.

  • Fixed price
  • 30 days
  • 2 milestones
  • 5 tasks
  • 2 documents

Milestones and tasks

  1. Day 0Kick-off
    • Founder workshop: business model and assumptionsConsultant
  2. Day 30Plan and model delivered
    • Market and competitor sectionAnalyst
    • Financial model: revenue, costs, cash and fundingAnalyst
    • Write the plan and pitch deckConsultant
    • Review and final changesConsultant

Document checklist

  • Historical financialsFrom the client 路 day 3
  • Approved assumptionsFrom the client 路 day 10 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

A registered valuer and a team of five analysts prepare valuation reports for fundraising and regulatory purposes, and financial due diligence for investors.

A typical month

Each new mandate starts from a template with its stages and an information request list. The client uploads financial statements and projections through the portal, and the team tracks what's outstanding. Hours by stage show when an engagement is running over, so the partner raises scope changes early. Each stage is invoiced when it's reached.

Where the work gets hard

  • Engagements grew beyond their quoted scope: extra scenarios, extra entities.
  • Information requests ran over email for weeks.
  • Senior time was spread thin across overlapping deadlines.

What MSMEPulse gives you

  • Information requests tracked item by item, with a clear record of what's late.
  • Staged fees keep cash coming in on long engagements.
  • Hours against each stage show which engagements need a scope conversation.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose Valuation and Transaction Advisory when you sign up and its templates are in your library straight away.