Valuation

We provide valuations of private trading businesses for almost any purpose. Our valuation service is both practical and commercial. We can design a solution to meet your needs, whatever they may be.

Our valuations have been used for:

  • Exit planning – establishing the value of your business today
  • Offer analysis – benchmarking an unsolicited offer
  • Share buy-backs – assisting with the exit of a shareholder from a business
  • Tax valuations – including for the purpose of EMI Schemes
  • Divorce cases – acting as expert witness
  • Net asset statements – for HNWI portfolio management

Valuation is a specialist area and we bring to bear all of our market knowledge, technical expertise and real world experience to develop the most practical valuation for your purpose. We have experience as expert witness for court cases and have defended our opinions in the most testing of circumstances. Our valuations provide a robust basis for negotiation should you need it.

Every valuation case requires a slightly different approach. We are happy to discuss your requirement with you and design a work programme to meet both your needs and our professional requirements, in a cost effective manner.

Advantages

Commercial

Our realtime experience of the market will give a commercial view of the value of your business today. Our opinions are derived through well recognised theoretical valuation techniques as well as up to date experience. We ensure our views encompass the entire picture to best estimate the value at which a private business may be sold.

Professional

We are an ICAEW member firm and perform our work within the professional and ethical guidelines of the institute. The ICAEW is one of the worlds most respected professional bodies. We carry Professional Indemnity Insurance which sits behind all of our valuation work.

Affordable

Our experience suggests that valuation work performed to the standards that we offer comes with unpalatable price tags especially when delivered by the "big 4" accountants and Investment Banks. We offer a commercially sensible service taking into account both our time and experience to derive the valuation as well as the associated risk.

This is for you if...

You require an independent valuation of your business for almost any purpose, or indeed you are just curious and wish to obtain an opinion on the value of your shareholding in any private trading business.

 

To find out how we can help you, contact Jim Shaw.