Document background
The Business Valuation Engagement Letter is a crucial document used in professional service engagements under Swiss law when a client requires a formal business valuation. This document is typically employed in scenarios such as mergers and acquisitions, succession planning, shareholder disputes, or financial reporting requirements. The letter establishes the professional relationship between the valuation firm and the client, detailing the scope of work, methodology, timeline, and deliverables. It incorporates specific Swiss legal requirements and professional standards, including references to the Swiss Code of Obligations and relevant professional body guidelines. The document serves as a formal agreement that protects both parties' interests while ensuring transparency in the valuation process and compliance with Swiss regulatory requirements.
