HomeNeutral EvaluationUse casesStrategy & board decisions
TN/USE/03
Edition 2027 · effective 1 January 2027
Strategy & board decisions · A decision insiders cannot take cleanly
Some of the people deciding have a stake on both sides.
Related-party transactions, management buyouts and founder deals need a view from someone with no stake. Evaluation gives the non-conflicted decision-makers a clean reference point.
§ 01The evaluation question
What the evaluator is asked.
“Is this related-party or conflicted proposal fair to those who are not conflicted?”
(The question)
Commissioned by. Special committee, independent directors
When. Before the vote
Usual protocol. B · Single-commissioner decision review
§ 02What is examined
The evidence, and the output.
The evidence
Material reviewed, and what was not available, is always stated.
- Terms against market and alternatives
- Process followed and information shared
- Disclosures made
- Impact on non-conflicted holders
A fairness view on terms and process
A reasoned view. The decision stays with you.
- It will not: a regulated fairness opinion where the law requires one from a licensed adviser
§ 03Depth and time
Usually: Clarity DeepView™.
A full twelve-part INE™ report. Typical time: Two to four weeks.
§ 04Your version
Every case is different. Frame yours.
§ 05Related