Business Valuations

Business valuations in the UK for tax and commercial purposes, including share valuations for HMRC, restructuring and business sales.

We provide business valuations where a reliable and supportable value is required for tax or commercial purposes.

This is often as part of a wider piece of advice or transaction, rather than a standalone exercise, ensuring the valuation is aligned with the overall position.

When a valuation may be required

We are typically instructed where a valuation is needed in connection with:

· Share buy backs
· Company restructures
· Shareholder changes
· Inheritance tax planning
· Capital gains tax purposes
· Transactions between connected parties
· The sale or acquisition of a business

In these situations, it is important that the valuation is robust, commercially realistic and capable of being supported if reviewed by HMRC.

Sale and Acquisition Support

Where a business is being sold or acquired, a valuation provides a framework for discussions and helps ensure expectations are aligned.

We can assist with:
· Assessing a reasonable value for the business
· Reviewing offers or proposed terms
· Supporting negotiations with a clear understanding of value
· Ensuring the tax implications are considered alongside the commercial position

This helps provide clarity during what is often a significant transaction.

Valuations for Tax Purposes

Where valuations are required for tax purposes, the focus is on ensuring they are prepared on a supportable basis.

This includes:
· Valuations for HMRC purposes
· Supporting tax planning and restructuring
· Valuations linked to inheritance tax and capital gains tax

We ensure that the methodology used is appropriate and that the position can be explained if challenged.

Our Approach

We focus on providing valuations that are:

Grounded in the underlying financial performance of the business

Appropriate to the size and nature of the company

Income tax implications, including extraction of funds

Prepared with HMRC scrutiny in mind where relevant

Where appropriate, we will consider:

Earnings based approaches

Comparable company data

Asset based considerations

The specific commercial context

We also ensure the valuation aligns with the wider tax advice being provided.

This ensures the valuation is both commercially realistic and capable of being supported where required.

Working With Other Advisers

Where a transaction is involved, we can work alongside your accountant, solicitor or other advisers to ensure the valuation is consistent with the overall structure.
This helps ensure that the commercial and tax aspects are aligned.

Who This is For

Business owners considering a sale or acquisition

Shareholders involved in restructuring or ownership changes

Individuals requiring valuations for tax purposes

Accountants requiring support on valuation matters

Fees

Fees will depend on the size and complexity of the business and the purpose of the valuation.

We will agree the scope and fees in advance.

Next Steps

If you require a valuation, or expect one may be needed as part of a transaction or planning exercise, please get in touch and we can discuss your position.

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