How It Works
- Submit your requestDescribe your need in 3–10 sentences. Sensitive documents are not required at the initial stage.
- Scope reviewWe review whether the request fits the service scope, expertise and information requirements.
- Proposal & agreementYou receive scope, deliverables, fee, applicable taxes, timeline, terms and engagement agreement by email.
- Acceptance & paymentWork starts only after written acceptance and receipt of the payment/deposit stated in the agreement.
- Analysis & deliveryThe engagement is completed online; the final report, Excel model or written opinion is delivered in the agreed format.
- ClosureAny agreed revision is completed and the engagement is closed with a written completion notice.
Service Framework & Limitations
- Work relies on information provided by the client; no independent verification is performed unless a separate audit/assurance scope is expressly agreed.
- Valuations and financial models rely on assumptions and do not guarantee a future sale price, investment return, credit approval or financing outcome.
- Falsifying accounting records, regulated investment advice, portfolio management, legal advice and tax advice are outside the scope of these services.
- Mandatory consumer rights and liabilities that cannot legally be excluded remain unaffected. Detailed terms are set out in the engagement agreement for each assignment.
Online Advisory
Request a Professional Review
This form is not an engagement agreement. We will review your request and send written scope, fee, timeline and agreement before any payment.
Frequently Asked Questions
Do I pay immediately?
No. We first review the request. Scope, fee, timeline and agreement are sent in writing; bank transfer/IBAN instructions are sent by email only after acceptance.
Should I upload documents with the first form?
No. A brief explanation is enough initially. Required documents are requested through an appropriate secure method after the assignment is accepted.
Can a company valuation be completed fully online?
Yes. Financial statements and business information are provided digitally, and modelling and reporting are completed remotely.
Is any result guaranteed?
No. Financial analysis and valuation are professional opinions based on information and assumptions; credit approval, investment return and transaction price are not guaranteed.