Principal Financial Valuation Assurance Lead — Shareholder Rights Models

The mandate

A corporate finance advisory practice needs a reliable review of valuation workbooks supporting several private-company shareholder instruments. The enterprise value calculation and distribution allocation have been prepared separately, leaving unclear whether financing assumptions and contractual economic rights are reflected consistently. A Principal Financial Valuation Assurance Lead will produce a bounded assurance package for three agreed models and their value-allocation interfaces.

Work begins on 26 October 2026 and runs for five months at three protected days each week. The review covers documented forecast inputs, enterprise-to-equity bridges and the allocation calculations informed by sponsor-approved descriptions of instrument rights. Legal interpretation remains with counsel, and any regulated valuation report must be issued separately by an appropriately authorised professional. This consulting project does not confer signing eligibility or negotiate a shareholder settlement.

The first artifact, due on 26 November 2026, is a model inventory, instrument-input register and source reconciliation. On 22 January 2027, the reviewer delivers tested reference workbooks and a sensitivity book showing the effect of funding, timing and approved distribution assumptions. The final acceptance on 26 March 2027 covers the findings opinion, review instructions and analyst-operated allocation replay across unfamiliar scenarios.

The Finance Director and Transaction Advisory Partner accept each stage jointly. Tests must reproduce material forecast-to-value links, distinguish enterprise value from distributable equity and demonstrate that allocation totals reconcile to the relevant equity pool. The sponsor supplies forecasts, capital tables, approved financing assumptions, counsel-confirmed economic-rights descriptions and three analysts. Missing or disputed rights are recorded as limitations rather than resolved through an undocumented modelling convention.

Payment releases are 25%, 40% and 35% of the project fee after the respective accepted artifacts. The review excludes new investment sourcing, transaction negotiation, tax structuring and assurance over operating forecasts supplied by management. Additional instruments, a replacement valuation methodology or remediation of source contracts requires a signed scope and fee change. Completion depends on accepted review evidence, not a deal closing or any party accepting the resulting value.

What you will own

• Establish the three-model review perimeter and approved source versions, identifying where forecast, funding and instrument-rights inputs enter the valuation and allocation calculations before testing begins.
• Build an economic-rights input register from sponsor-approved descriptions, referring ambiguities to legal owners and distinguishing model assumptions from contractual conclusions the consultant cannot independently establish.
• Reconcile enterprise-to-equity bridges through debt, cash and other agreed claims, testing that an item is neither omitted nor counted again when value passes into the distribution allocation.
• Test allocation behaviour at material value thresholds and timing changes, recording discontinuities or reversals so reviewers can investigate their origin rather than accept plausible-looking aggregate results.
• Prepare sensitivities that distinguish operating forecast uncertainty, financing treatment and approved rights assumptions, allowing sponsors to see which input actually drives a contested allocation outcome.
• Deliver reviewed workbooks and findings with explicit confidence boundaries, keeping unresolved source limitations visible even when the formula mechanics and total value reconciliation pass their tests.
• Run the analysts' unfamiliar-scenario replay and repair the review instructions, obtaining joint acceptance that future recalculations remain explainable without hidden consultant adjustments or unsupported rights interpretation.

Candidate qualifications

• Qualified chartered accountants should show hands-on business valuation or transaction-model review with meaningful enterprise-to-equity reconciliation responsibility. Explain a model whose aggregate value appeared reasonable while its allocation was wrong or unsupported. Identify the interface you inspected, the source evidence required and the review conclusion rather than relying solely on a completed valuation credential.
• Demonstrate fluency in forecast valuation mechanics, funding assumptions and financial allocation models. Relevant experience includes analysing sensitivity, recognising double-counted claims and tracing a distribution effect to an approved economic-rights input. Legal drafting expertise is not required, but you must identify when an instrument description is inadequate for financial modelling and obtain the responsible specialist's clarification.
• Show disciplined independent review methods, including frozen source versions, reproducible tests and precise distinction between calculation defects and uncertain assumptions. Describe a threshold or adverse scenario that revealed a defect missed by a base-case check. The sponsor needs a documented evidence package that another analyst can inspect, not a reassuring opinion based on inaccessible personal calculations.
• Bring senior engagement judgement with clear acceptor communication and controlled scope. You must reserve three weekly days, manage source dependencies and lead an effective internal transfer. Provide an example where a sponsor preferred an unqualified conclusion but the review required a limitation, together with how you maintained that boundary and still delivered useful decision evidence within the agreed commercial term.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 13 October 2026. Mandate reference CVU-CON-2026-IND-054.