Course Description

Choosing the right valuer is critical to the success of any valuation exercise.

This practical sharing  equips board members and decision-makers with practical insights into evaluating and selecting valuation professionals. You will explore key considerations such as technical competency, relevant industry experience, business acumen, and balancing cost with service quality. Through real-world scenarios, you will learn how to assess a valuer’s capabilities during bidding, interpret feedback from auditors and internal teams, and make informed, strategic appointments that align with your organisation’s objectives.

Topics covered:

• Typical factors to be considered when appointing a valuer
  • Technical competencies
  • Similar valuation experience: nature of work, industry, purpose
  • Business Acumen
  • Fee vs. service experience
• How can I tell the difference between firms?
  • Presentation by the valuers at the bidding stage to examine the valuer’s understanding of the engagement background, business, valuation target, needs, technical competencies through the proposed approach, team structure and quality control mechanisms
  • Auditor’s feedback on technical competencies
  • Project team’s feedback on previous working experience with the valuer
• To what extent does specific industry experience influence your selection of a valuer for the valuation assignment?

With this session, you will be able to identify key factors in appointing a valuer, differentiate between valuation firms, assess the importance of industry experience, and incorporate feedback from auditors and project teams to guide your selection decisions.

Check out a CPE course delivered by Gregory Xu below.

BF314: Valuation of Financial Instruments: Employee Stock Options, Convertible Bonds, and Convertible Preference Shares