How to Instruct a Business Valuation Expert Witness
Identify the Legal Context
Civil (CPR Part 35) or Family (FPR Part 25)? Is court permission required for family cases before instructing?
Define the Valuation Purpose
Share valuation? Goodwill? IP? Going concern vs break-up? Single Joint Expert or party-appointed?
Identify Sector Expertise
Tech, professional practice, retail, property, manufacturing? Does the expert know sector comparable transaction data?
Check Credentials & Experience
ACA/FCA, CFA, CVA, RICS? Prior CPR Part 35 / FPR Part 25 testimony? Active practice?
Conflicts Check
Prior relationship with the company, shareholders, or their advisers?
Letter of Instruction
Scope, specific questions, financial documents to provide, fee structure, timetable.
Provide Documents
3 years audited accounts, management accounts, board minutes, shareholders' agreement, any prior valuations.
Our Matching Process
- Submit case details via our contact form
- We review legal framework, sector, and urgency
- Shortlist credentialed experts with relevant testimony history
- Introduce expert for conflicts check and fee discussion
- You issue letter of instruction directly to the expert
- Expert commences work under agreed timetable
- Report delivered CPR/FPR compliant; joint meetings as directed
Single Joint Expert Process
- Both parties agree on expert (or court appoints)
- Joint letter of instruction
- Expert produces single report
- Both parties may put written questions
- Expert determination or court hearing
Red Flags
- No active practice outside expert work
- No CPR Part 35 or FPR Part 25 experience
- Unable to explain methodology to a judge
- Conflict of interest not disclosed
- No professional indemnity insurance
Next step
Ready to instruct a business valuation expert witness?
Submit your case details and we will match you with a qualified expert for English and Welsh proceedings under CPR Part 35 or FPR Part 25. Response within one business day.
Instruct an Expert Witness