Define the thing being valued
A share valuation concerns a specific ownership interest, not simply a company name. Identify the class, number of shares, relevant date and reason for the valuation. Explain the proposed change or decision. Those details influence which evidence and professional instructions need to be considered.
Look at the business behind the holding
Financial records, trading expectations, assets and risks may all inform the assignment. Earnings-based, cash-flow and asset perspectives can raise different questions depending on the business and purpose. This guide does not prescribe a method from a few online inputs. A professional scope should explain the approach and assumptions.
Prepare for the discussion
Gather the ownership documents and describe the financial information available. State who will use the result, especially if it is intended for a tax, legal or other specified purpose. Use the ownership explorer to understand percentage arithmetic, then distinguish that illustration from the wider value question. The next step is agreeing a suitable brief.
Further reading: ICAEW: defining a business and share valuation assignment.