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Business valuation letter sample

Business valuation letter sample 2026

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This document is an engagement letter between a client and Rogerson Business Services for the preparation of a business valuation report. It outlines the terms of the appraisal services, including the agreed fee, delivery date, purpose of valuation, and intended users. The report aims to determine the fair market value of a 100% controlling interest in the subject business. It includes definitions, scope of work, general assumptions, limiting conditions, and a documentation request form detailing required information for the appraisal.

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Click ‘Get Form’ to open the business valuation letter sample in the editor.
Begin by filling in the 'Client Company' and 'Client Contact' fields. Ensure that you provide accurate details as these are essential for identification.
In the 'Subject Business' section, specify the name of the business being appraised. This is crucial for clarity in your engagement.
Complete the 'Agreed Fee' and 'Agreed Terms' sections. Clearly state how payment will be made, ensuring both parties understand the financial agreement.
Fill in the 'Promised Delivery Date' to set expectations on when the appraisal report will be delivered after all necessary information is provided.
Review and sign at the bottom of the document. Both parties should print their names, titles, and dates to finalize this engagement letter.

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Versions	Form popularity	Fillable & printable
2022	4.6 Satisfied (47 Votes)
2022	4.3 Satisfied (56 Votes)
2021	4.8 Satisfied (26 Votes)
2018	4.7 Satisfied (39 Votes)
2014	4.5 Satisfied (64 Votes)
2013	4 Satisfied (36 Votes)
2010	4.3 Satisfied (41 Votes)
2007	4 Satisfied (54 Votes)
2003	4.8 Satisfied (142 Votes)

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