Whether you are planning an exit, setting up a share scheme or need clarity, an initial conversation is without obligation.
Most business owners only commission a valuation when they have to. But understanding what a company or shareholding is worth, before a transaction, shareholder change or tax event, puts you in a far stronger position to make the right decision.
A valuation is not just a number. It is the foundation for shareholder planning, exit strategy, tax efficiency and business succession. Getting it right matters.
Common situations where a valuation is needed:
Reports are produced for tax, commercial and shareholder planning purposes and are written to be understood, not just filed.
Our valuation work covers:
Here is what a typical engagement looks like:
Standard valuations are scoped with an agreed timetable once the required information is available. More complex assignments are scoped individually.
A valuation should tell you something useful, not just satisfy a filing requirement.
What we do:
Talk to us before you commit to anything. We will tell you whether a formal valuation is what you need and what it would involve.
Fees depend on the purpose of the valuation, the complexity of the business and the information available. We will give you a clear indication of scope and cost at the outset, before any work begins.
Most standard valuations can be completed within a short, agreed timeframe once we have the information we need. We will confirm timelines when we scope the work.
Yes. We regularly assist with valuations for EMI option schemes, growth shares and other employee share arrangements, including preparing submissions to HMRC's Shares and Assets Valuation team where required.
Yes. Because our valuation work sits alongside our tax, audit and advisory teams, we can help with what comes next, whether that is shareholder exit planning, restructuring, succession or pre-sale preparation. Where appropriate, we can also help clients consider the planning and implementation steps that follow.
We provide valuations for tax, commercial and planning purposes. Where formal expert witness evidence, litigation support or court-compliant valuation reporting is required, we can advise on appropriate next steps and work alongside specialist advisers where appropriate.
Request a discovery call using the button above. We will ask a few short questions to understand your situation and confirm whether a valuation is the right next step.
Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:
Consultants, agencies, engineers, and other specialised firms providing expert professional services.
SaaS companies, crypto businesses, software development firms, and tech start-ups.
Manufacturers, supply chain operators, warehousing businesses, and logistics providers.
While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.
No matter your sector, we’re equipped to support your growth and success.
