Commercial, tax & reporting
Valuation Services
Independent valuations of businesses, companies, shares and intangible assets for transactions, ownership changes, tax, employee share schemes and financial reporting.
Valuation is the core of our practice, and the reason you need one decides the service. A sale calls for an honest view of what a buyer will pay. A tax filing calls for market value on a statutory basis. An EMI grant needs two specific measures of value at a specific date. Financial reporting needs the definition the accounting standard imposes.
Choose the category that matches your purpose. If you are not sure which applies, our request form lets you describe the situation and we will suggest the right scope.
Business & Company Valuations
Whole businesses, private companies, groups and SMEs, valued for transactions, ownership decisions and planning.
- Business Valuation ServicesIndependent valuations of private companies, SMEs and business interests for transactions, ownership decisions, tax and legal purposes.
- Company Valuation ServicesValuations of private limited companies, subsidiaries, holding companies and trading groups.
- Independent Business ValuationsObjective third-party valuations where the figure needs to be credible to people with different interests.
- Small Business ValuationsProportionate valuations for small and owner-managed businesses, with owner dependence and goodwill properly assessed.
Share & Equity Valuations
Private company shares, minority and controlling holdings, share classes and shareholder exits.
- Share Valuation ServicesValuations of private company shares, minority and majority holdings, and different classes of equity.
- Private Company Share ValuationsValuations of unquoted shares where no market price exists and illiquidity has to be assessed.
- Shareholder Exit & Buyout ValuationsValuations when a shareholder retires, leaves or is bought out, following the mechanism in your articles.
Business Sale & Acquisition Valuations
Independent views of value for sellers and buyers, before and during a transaction.
Tax & HMRC Valuations
Market value for capital gains tax, inheritance tax, probate, transfers and HMRC enquiries.
Employee Share Scheme Valuations
EMI, employee ownership trusts, CSOP, growth shares and other employee equity.
- EMI Share ValuationsValuations for Enterprise Management Incentive option grants, including AMV and UMV and HMRC agreement.
- Employee Ownership Trust ValuationsIndependent company valuations for sales to an employee ownership trust, for sellers and trustees.
- Employee Share Scheme ValuationsValuations for CSOP, growth shares, unapproved options, SIP, SAYE and other employee equity.
Intangible Asset Valuations
Goodwill, brands, software, intellectual property, customer relationships and licences.
- Intangible Asset ValuationsValuations of goodwill, brands, software, customer relationships, licences and other identifiable intangibles.
- Goodwill ValuationsValuations of business and professional goodwill, separating personal goodwill from transferable goodwill.
- Intellectual Property ValuationsValuations of trademarks, patents, copyright, software and other IP rights.
Financial Reporting Valuations
Purchase price allocation, impairment testing, fair value and share-based payments.
Insolvency & Restructuring Valuations
Valuations of distressed businesses and of businesses in restructuring or insolvency.
Where a business is under financial pressure, the basis of value matters more than ever. A going-concern value, a value reflecting a sale under time pressure, and a value in liquidation are different measures and are never interchangeable. We assess cash constraints, creditor interests, contingent liabilities and the realistic prospects of continuity, and value businesses for insolvency practitioners, lenders and directors considering a restructuring. Get in touch to discuss your requirements.
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Next step
Discuss your valuation
Tell us what needs valuing and why. We will confirm the scope, the information required, a timetable and a written fee proposal before any work starts.
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