Questions before
you begin.
A few practical answers about the first conversation, the scope of an assignment and how financial analysis is approached.
A clearer starting point.
Do I need to choose a service before making an enquiry?
No. Start with the financial question and the context. The initial discussion can help establish what kind of analysis may be appropriate.
What information should I include?
A short description of the matter, what you need to understand, any relevant dates and the types of records available. Do not send confidential records or financial account details through the initial form.
Does an initial enquiry start an engagement?
An enquiry is a starting point for a discussion. Suitability, independence, scope and engagement terms need to be considered and agreed before work begins.
How are the scope and fees established?
The questions to be addressed, the information available and the required reporting format help define the assignment. Scope, responsibilities, fees and deliverables should be agreed before analysis starts.
Can an analysis guarantee a particular outcome?
An independent assessment follows the evidence. Its conclusions depend on the available records and relevant assumptions, and should clearly explain any material limitations.
How should sensitive documents be shared?
Suitable arrangements for secure document exchange should be agreed separately. The initial enquiry form is intended for a brief outline of the matter.