“What is my business worth?” is a broad question. Explaining why you are asking makes the first conversation more useful.
Write down the reason.
Is there a potential sale, an ownership change, a planning matter or a dispute? The same short question can lead to different work depending on its intended use.
Identify the timing.
Include the date or event that prompted the request and any known deadline. Separate an exploratory discussion from work already required by another party.
Name the people involved.
List the owners, advisers or other professionals already part of the conversation. You do not need to share confidential correspondence in an initial website message.
Purpose first.
Then scope.
Ask about the engagement.
The practice can discuss whether it is a fit, the information needed and the proposed scope. Confirm timing, responsibilities and fees before expecting a specific deliverable.
Original editorial sample by Muyinza Media. Not a firm-authored article, valuation method or financial, legal or tax advice.