Ensuring a Smooth and Accurate Valuation Process
Specialist valuation advice for Academy Trusts and the public sector.
We provide accurate, reliable and RICS Red Book compliant valuations that support financial reporting, audit requirements and strategic decision making.
A Proven Valuation Process
Understand
We take the time to understand your requirements and the purpose of the valuation.
Inspect & Analyse
We gather information, inspect where required and analyse the relevant data.
Value
We apply appropriate methodology to deliver accurate and compliant valuations.
Report
Clear, concise reports prepared to RICS Red Book and relevant accounting standards.
Support
We provide ongoing support and are available to discuss your valuation needs.
How to Prepare for Your Valuation
To ensure the valuation process is seamless, we've outlined the key pieces of information required from your team. Providing these details allows us to offer a compliant, reliable and professional valuation for your academy trust's land and buildings.
General Valuation Scope
The initial confirmations we need before starting.
What to confirm
- Financial reporting standards — confirm whether the valuation is in accordance with SORP 2019 / FRS 102.
- Valuation date — the date the valuation should be based on.
- Property tenure — is the property freehold or long leasehold?
- Componentisation — does your accountant require the building broken into key components for depreciation purposes?
- Valuation basis — we use the Modern Equivalent Asset (MEA) method; please confirm this works or note any adjustments.
Property-Specific Information
What we need for each property in the portfolio.
What to provide
- Block schedule — names and uses (teaching, dining, sports hall), Gross Internal Area (GIA), and estimated construction date of each block.
- Photos — if available, to assist with visual assessment.
- Refurbishments — major works such as roof replacements, window upgrades or re-cladding, with dates.
- Condition — a condition report for each school, or a general statement on its current condition.
- Site plan — total site area, building footprint and hardstanding areas such as car parks and playgrounds.
Functional & Economic Obsolescence
To provide a thorough valuation, we need to assess the functional and economic obsolescence of the buildings. Please assist with the following:
Functional Obsolescence
Does the current design and layout of the building still serve the original function? Do the internal spaces make the best use of the available area, or would the building benefit from improvements to layout and design?
Economic Obsolescence
Are the school places being filled? If not, are there external factors — competition from nearby schools, demographic shifts — impacting demand? We'd appreciate your thoughts on these aspects.
A Director-Led, Independent Service
RICS Regulated
RICS Registered Valuer with full compliance with the Red Book.
Specialist Knowledge
Deep expertise in education and public sector property.
Director Led
Personal, hands-on service from James Strawhorn.
Trusted & Reliable
Valuations you can rely on for audit, reporting and decision making.
Responsive
Information produced within agreed timescales.
Nationwide
Supporting Academy Trusts and public sector clients across the UK.
Need Help Gathering This Information?
We're happy to guide you through the process. Get in touch for expert advice and support — with no obligation.