|We offer a full Private Company Valuation Service, delivered quickly and efficiently to the highest professional standards.
|We specialise in valuing unquoted equity stakes.
|We pride ourselves in understanding how to value and explain our methodology in even the most complex cases, not only providing supporting evidence for HMRC, but also giving clients a better understanding of our findings.
|We understand how to help our clients in respect of the specific use case for which our service is required.
|Our focus is on discretion and confidentiality. We are fully GDPR compliant.
|Whilst we apply the highly technical valuation methodologies required to satisfy HMRC (and other tax authorities as required), our reports are designed to be easy-to-understand for our clients so that they feel confident in using the report.
|Our experience suggests that around 80% of investments by number are straightforward to value and can be run through our Valuation Tool and analysis process rapidly.
|For the 20% that are likely to be more complicated, such as overseas companies or companies with a waterfall distribution, we can work with you to agree the best approach to reach a suitable valuation at a cost that is appropriate to the value of the investment.
We specialise in valuing equity stakes in unquoted investments for corporate and commercial law situations, including valuations for post-acquisition and shareholder disputes.
Valuing private companies, shares and other assets can often be particularly complicated in family and private client situations. Our highly technical valuation methodologies produce reports that are impartial and even-handed in order to minimise discord and reach a mutually acceptable outcome.
We regularly work on valuations which are Special Situations such as assets held in unusual legal structures or even just unusual assets including rare tangible assets and intangible assets such as management teams and brand values.
Net Asset Valuations are deceptively easy but there lies the rub
When it’s easy to find out the value of a house by tapping on an app, why are investors happy to accept quarterly or irregular valuations for their private company shares?
Extending the features and benefits of our valuations service to another area that matters to your clients.