Purpose and scope
Is the valuation purpose, relevant date and intended user clear?
Write a short valuation brief covering purpose, date, intended users and the interest being valued.
Consult EFC | Free decision toolkit
Find the information gaps and business dependencies to address before commissioning a valuation, raising capital or preparing for a sale.
13 questions. Approximate completion time: 3 to 5 minutes. Immediate results. No email required to see your plan.
Is the valuation purpose, relevant date and intended user clear?
Write a short valuation brief covering purpose, date, intended users and the interest being valued.
Can you provide recent accounts and reconciled management information?
Reconcile the latest management accounts to source records and explain any differences.
Can you explain unusual costs, owner remuneration and non-recurring income?
Prepare an earnings bridge with evidence for every proposed adjustment.
The objective is to make the evidence and unanswered questions visible. A well-presented score is only a starting point. Review the underlying answers, allocate responsibility and decide which gaps need records, analysis or specialist input.
Your industry changes the information that matters. The action plan includes an industry prompt covering the commercial and cash drivers relevant to your selection. It does not assume that an AI company, a retailer and a professional services firm should be judged using the same operating metrics.
Consult EFC can help agree the right scope, organise the inputs and build financial work around your intended decision. Fees, deliverables, information requirements and timing are agreed before work starts.
Explore Business Valuation servicesAnswer three context questions, then 10 evidence questions. Each evidence answer receives 0, 1, 2 or 3 points with equal weight. The preparation score is the percentage of available points, rounded to a whole number. The CFO assessment reverses that score to describe reported gaps. These are transparent internal scoring rules, not externally validated benchmarks.
A self-assessment of preparation and supporting evidence. It does not calculate your business value.
Results are generated in your browser. This tool does not automatically submit your assessment answers. You can download the plan and choose whether to discuss it with Consult EFC. The website may separately collect ordinary visit analytics as explained in the privacy policy.
Use the checklist, earnings bridge worksheet and evidence index to prepare for a valuation conversation.
Download the free preparation pack (PDF)Yes. Complete the tool to see your result and action plan immediately. You can download a text copy without providing contact details. Booking a call or making a service enquiry is optional.
Download your action plan and book an introductory call using the link beside your result. You can also enquire through the relevant service page. We can discuss the evidence, your objectives and a suitable scope. No engagement begins automatically.
No. These tools are planning aids based on information you enter. Questionnaire scores use our stated internal rules, rather than external validation or market benchmarks. Discuss material decisions with appropriately qualified advisers.
No. The score measures your reported preparation and supporting evidence. A valuation also depends on its purpose, basis, date, business circumstances, share rights and a suitably supported methodology.
Also available: Exit Readiness Tool.