Our Process
A rigorous, reviewed process behind every engagement.
A defensible piece of analysis is the product of a disciplined process, not a single calculation. Every Prismark engagement moves through the same four stages — understand, analyze, advise, deliver — regardless of size or purpose.
Understand
Before any analysis begins, we understand why the work is needed and how the engagement should be scoped.
- 01
Understanding the Purpose
We clarify why the analysis or valuation is needed and what decision, transaction, tax requirement, dispute, or reporting obligation it will support.
- 02
Understanding the Engagement
Scope, deliverables, timeline, intended users, required methodology, key assumptions, and expectations are agreed before work begins.
- 03
Document Collection
We collect the relevant financial statements, management accounts, tax information, cap tables, forecasts, and other supporting documents.
Analyze
Data is reviewed, normalized, and analyzed using the methodology appropriate to the engagement.
- 04
Data Review & Quality Check
We identify missing information, inconsistencies, one-time items, and questions that require management clarification before analysis proceeds.
- 05
Financial Analysis
Historical performance, revenue, profitability, cash flow, working capital, and capital structure are analyzed alongside industry and business-specific factors.
- 06
Normalization & Adjustments
Non-recurring expenses, owner-specific items, related-party transactions, and other adjustments are identified and assessed where appropriate.
- 07
Methodology & Calculations
Income, market, or asset approaches are applied as appropriate to the engagement — not every method is used in every case.
Advise
Findings are reviewed internally, then discussed directly with you before anything is finalized.
- 08
Financial Modelling
We develop the models, schedules, and supporting calculations the engagement requires.
- 09
Internal Review
Every engagement passes through a quality-control review before conclusions are shared with the client.
- 10
Client Discussion
We walk through assumptions, findings, and open questions directly with you, incorporating management's perspective on key drivers.
Deliver
Revisions are incorporated, the final deliverable is quality-checked, and the relationship continues from there.
- 11
Revisions & Final Changes
Agreed factual corrections, clarifications, and revisions are incorporated into the analysis.
- 12
Final Report & Deliverable Handling
The final deliverable is prepared, quality-checked, and provided securely.
- 13
Ongoing Support
Where the relationship is ongoing, Prismark supports future updates, additional analyses, and recurring work.
Why It Works This Way