VALUER · Insights
What documents are needed for a valuation?
A practical starting point for preparing property, machinery and business information.
Start with the purpose
Tell the valuer what is being valued, the valuation date and the intended use of the report. The scope may differ for a transaction, financial reporting or another assignment.
Real estate
Prepare a registry extract, cadastral reference, available plans and floor-area information. Details of condition, use and leases may also be relevant. Additional requirements depend on the assignment.
Machinery and businesses
For equipment, gather an asset list, model, year, condition and available purchase information. For businesses, prepare a description of operations and relevant financial information. Agree the exact list with the valuer.
Make preparation easier
Choose a contact person and organise the documents. Clearly identify missing information: it may affect the scope of work or the assumptions in the report.
Checklist for your first enquiry
- What is being valued and where is it located?
- What are the valuation date and purpose?
- Who will use the report?
- Which documents are available and what is missing?
If a document is unavailable
Identify gaps at the start. A missing equipment invoice should not be replaced with an invented purchase price. The model, condition and other available evidence should first be established. Information limitations may affect the scope or assumptions.
This article is a general guide. The scope of each assignment should be agreed in advance.
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