The Delivery System

How every engagement works.

Eight steps from intake to audit-ready delivery. The same process applies to every engagement—only scope and complexity change.

1
Intake: Define the Truth Boundary
Outcome: Locked scope with explicit purpose, applicable standards, unit of account, valuation date, asset scope, and scrutiny level.
2
Asset Decomposition
Outcome: Complete inventory of assets by legal form, economic substance, and value drivers. No hidden components.
3
Method Selection
Outcome: Rules-based method selection documented with justification. No arbitrary choices—every method decision logged.
4
Data Architecture
Outcome: All inputs sourced, timestamped, and version-controlled. Reliability classified (management vs market vs third-party; observable vs unobservable).
5
Model Execution
Outcome: Modular, stress-tested models. No hidden cells or overrides without audit logs. Every formula traceable.
6
Judgment Layer
Outcome: All key judgments made explicit, written, and defended. No implicit assumptions buried in spreadsheets.
7
Validation & Defense Testing
Outcome: Internal challenge completed. Sensitivity extremes tested. Audit-style questions pre-answered.
8
Delivery
Outcome: Complete audit-ready pack: valuation rationale, documented assumptions, sensitivity analysis, and supporting exhibits.

Nothing moves forward until scope is locked.

Every engagement begins with explicit scope agreement. We define exactly what's in, what's out, what inputs you provide, what we deliver, and what "done" means. This prevents scope creep and ensures audit readiness from day one.

Engagement Rhythm

Engagement Cadence

Kickoff: Lock scope + standards + timeline + data list + defense expectations
Midpoint: Confirm method + preview assumptions
Pre-delivery defense: Audit-style questions + finalize sensitivities
Delivery walkthrough: Handoff + how-to-defend pack

Process principles

Reproducible by Design

Same facts, same methodology, same result. Any qualified analyst following our process would reach the same conclusion.

Traceable End-to-End

Every input has a source. Every calculation has a trail. Every judgment has documentation.

Built for Scrutiny

We don't deliver work that needs defending—we deliver work that's already defended.

Ready to see the system in action?

Request a scope call. We'll walk through your specific situation and show you exactly how our process applies.

Request scope + timeline View sample deliverables