Savan Shah & Co.Methodology
How a written advisory engagement is built.
The written report is the product. This is how each one is prepared — from first facts to the final PDF and Excel workings.
Initial facts
Every engagement begins with the facts — the transaction, the parties, the dates and figures, and the outcome you need. A short first conversation establishes what is being decided and by when.
Document checklist
You receive a specific checklist for your matter — deeds, statements, proofs, and prior filings. Nothing generic; only what your facts require. Documents are shared securely by email or WhatsApp.
Computation & workings
The numbers are built in a structured Excel workbook — indexation, exemption comparisons, thresholds, and sensitivities — so every figure in the report is traceable to a working.
Draft observations
Findings and recommended options are set out in a draft for discussion. This is where alternatives are weighed and questions resolved, before anything is finalised.
Final report + Excel
You receive the final PDF report — executive summary and structured sections — alongside the Excel workings bundle, issued under a single report number you can keep, refer to, and forward.