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Valuation Engagement Letter

Valuation Engagement Letter Template for United Arab Emirates

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Key Requirements PROMPT example:

Valuation Engagement Letter

"I need a Valuation Engagement Letter for a UAE-based tech startup valuation, compliant with DIFC regulations, to be completed by March 2025, including specific provisions for intellectual property valuation and future revenue projections."

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Document background
The Valuation Engagement Letter serves as a formal agreement between professional valuation service providers and their clients in the United Arab Emirates. This document is essential when engaging in business valuations, asset valuations, or financial instrument valuations, and must comply with UAE Federal Laws, including Commercial Companies Law (Federal Law No. 2 of 2015) and relevant regulatory requirements. The letter outlines the scope of work, methodology, deliverables, and professional fees while incorporating specific UAE market considerations and professional standards. It's particularly important for transactions requiring formal valuations, such as mergers and acquisitions, financial reporting, or regulatory compliance, and includes provisions for both mainland UAE and free zone jurisdictions where applicable.
Suggested Sections

1. Addressee and Date: Formal letter heading with client details and date

2. Engagement Overview: Brief introduction stating the purpose of the engagement and confirmation of appointment

3. Scope of Services: Detailed description of the valuation services to be provided, including the subject of valuation

4. Purpose of Valuation: Specific intended use and users of the valuation

5. Valuation Basis: Standards and methodology to be applied (IVS and local requirements)

6. Information Requirements: List of documents and information required from the client

7. Timeline and Deliverables: Expected completion dates and format of deliverables

8. Professional Fees: Fee structure, payment terms and additional costs

9. Professional Standards: Commitment to IVS and relevant UAE standards

10. Limitations and Assumptions: Key limitations and assumptions of the valuation

11. Confidentiality: Confidentiality obligations and handling of information

12. Acceptance and Authorization: Signature blocks and acceptance terms

Optional Sections

1. Conflict Check: Statement regarding conflict of interest checks when dealing with regulated industries or sensitive sectors

2. Team Structure: Details of key team members when the engagement requires specific expertise or client requests it

3. Quality Review Process: Description of internal quality review procedures for complex valuations

4. Dispute Resolution: Specific dispute resolution procedures when dealing with high-value engagements

5. Use of External Experts: Terms for engaging external specialists when specific expertise is required

6. Translation Requirements: Provisions for translation of deliverables when working with international clients

7. DIFC Specific Terms: Additional terms when the engagement falls under DIFC jurisdiction

Suggested Schedules

1. Schedule A - Scope Detail: Detailed breakdown of valuation scope and methodology

2. Schedule B - Fee Structure: Detailed fee calculation and payment milestones

3. Schedule C - Information Request List: Comprehensive list of required documents and information

4. Schedule D - Team CVs: Professional profiles of key team members

5. Schedule E - Terms and Conditions: Standard terms and conditions including liability limitations

6. Schedule F - Timeline: Detailed project timeline and key milestones

7. Appendix 1 - Valuation Methodology: Detailed explanation of valuation approach and methods

8. Appendix 2 - Assumptions and Limitations: Comprehensive list of assumptions and limitations

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Clauses
Scope of Services
Professional Fees
Payment Terms
Confidentiality
Intellectual Property
Data Protection
Limitation of Liability
Indemnification
Force Majeure
Termination
Governing Law
Dispute Resolution
Assignment
Independence
Information Reliance
Professional Standards Compliance
Deliverables
Timeline
Client Responsibilities
Conflict of Interest
Staff and Resources
Quality Control
Documentation
Third Party Rights
Amendments
Notices
Entire Agreement
Severability
Authority
Anti-Money Laundering
Relevant Industries

Financial Services

Real Estate

Manufacturing

Retail

Healthcare

Technology

Energy

Construction

Hospitality

Professional Services

Transportation & Logistics

Trading & Distribution

Mining & Resources

Education

Telecommunications

Relevant Teams

Finance

Corporate Development

Legal

Risk Management

Treasury

Strategy

Investment

Corporate Secretariat

Compliance

Internal Audit

Business Development

Mergers & Acquisitions

Asset Management

Relevant Roles

Chief Financial Officer

Finance Director

Chief Executive Officer

Managing Director

Financial Controller

Corporate Development Manager

Investment Manager

Business Development Director

Head of Strategy

Merger & Acquisition Manager

Treasury Manager

Risk Manager

Company Secretary

Legal Counsel

Board Member

Audit Committee Chair

Portfolio Manager

Asset Manager

Industries
UAE Federal Law No. 2 of 2015 (Commercial Companies Law): Governs commercial transactions and business operations in the UAE, providing the basic framework for business relationships and engagements
UAE Federal Law No. 18 of 1993 (Commercial Transactions Law): Regulates commercial contracts and transactions, including professional services agreements and payment terms
ADAA Resolution No. 1 of 2017: Abu Dhabi Accountability Authority's resolution on statutory auditors and their scope of work, which includes valuation services
UAE Federal Law No. 12 of 2014 (Auditing Profession Law): Regulates financial professional services including aspects of valuation work and professional liability
IFRS Standards: International Financial Reporting Standards as adopted in the UAE, particularly relevant for fair value measurements and financial valuations
IVS (International Valuation Standards): Professional standards for valuation adopted in the UAE, providing framework for valuation engagements
UAE Federal Law No. 5 of 1985 (Civil Transactions Law): Governs contractual relationships and obligations, including professional service contracts
DFSA Rulebook (if applicable for DIFC): Dubai Financial Services Authority regulations applicable for valuations in the Dubai International Financial Centre
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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