Templates
Employee Onboarding
Business Valuation Specialist Onboarding
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Business Valuation Specialist Onboarding

1
Introduce the new employee to the team and the work facility
2
Provide an overview of business operations and business model
3
Explanation of job roles and responsibilities as a Business Valuation Specialist
4
Overview of company policies and procedures relevant to the role
5
Assign a mentor or supervisor for guidance
6
Set up IT systems and provide access to required technology resources
7
Provide guidelines for using company's valuation tools and software
8
Training on how to analyze, assess and interpret financial statements
9
Training in the use of valuation methodologies and techniques
10
Ensure completion of any regulatory or compliance training
11
Provide an understanding of existing projects and upcoming tasks
12
Conduct a session on ethical practices in business valuations
13
Ensure understanding of company's reporting formats and structures
14
Review and understand company's client relationship management policies
15
Approval: Manager for understanding of roles and responsibilities
16
Initial assignment of a business valuation project under mentor's supervision
17
Review of first assignment by the mentor or supervisor
18
Approval: Mentor on performance on initial assignment
19
Introduction to key clients and stakeholders
20
Setting onboarding period objectives and metrics for evaluation