If you’re looking to acquire a business or raise finance, valuations provide a sound base from which to negotiate and allow you to look ahead by identifying the ways of boosting value after the deal is complete. 

If you’re thinking of selling your business, a valuation is essential to helping you benchmark progress and identify areas where you can enhance value for the greatest return. 

Share Transactions 

Share transactions often carry tax risks around employee-related securities (ERS).  A valuation provides clarity for HMRC when you issue or grant shares, debt or derivatives to your employees. 

Share incentives

A valuation will help you to avoid adverse tax consequences from HMRC when you set up an Enterprise Management Initiatives (EMI) or Company Share Option Plan (CSOP) scheme. We are experienced in corresponding with HMRC and work with our tax team to ensure any adverse tax consequences are avoided.