Transactions & ownership
Considering an acquisition, a disposal, an investment, or a change in shareholding.
01 / Business valuation
Understand the value
behind the business.
A business is more than its balance sheet. Its value is shaped by performance, prospects, risk, and the purpose of the valuation.
Discuss your requirements
A clearer starting point
Different decisions.
Different perspectives.
Whether you are considering a transaction, reviewing an ownership interest, or planning what comes next, a valuation starts with the right question.
We specialise in business valuation. Each engagement begins by identifying the business or interest being valued, the valuation date, the intended users, and the purpose of the work.
The scope, methodology, and reporting requirements are agreed around those needs and the information available.
Situations to discuss
When an informed view
of value matters.
Planning & succession
Exploring the value of the business as part of longer-term ownership or succession planning.
Review & reporting
Understanding an ownership interest or discussing a valuation needed for a specific reporting purpose.
Suitability and reporting requirements are confirmed during scoping. Acceptance by any third party must be established for the intended use.
What informs the analysis
The number needs
a foundation.
Relevant approaches depend on the business, purpose, and evidence available.
Income perspective
Consider the business’s ability to generate future economic benefits, with attention to forecasts and risk.
Market perspective
Examine relevant market evidence, recognising differences in scale, performance, and circumstances.
Asset perspective
Consider the underlying assets and liabilities where this is appropriate to the nature of the business.
Before we begin
A little preparation.
A better conversation.
What should I bring to the first discussion?
A brief description of the business, the ownership interest, the reason for the valuation, and any target dates. We can then discuss which financial statements, forecasts, and supporting information may be needed.
Can you assist with international requirements?
We welcome international enquiries. Jurisdiction, intended use, available information, and any local professional requirements are reviewed before an engagement is agreed.
How are timing and fees determined?
Timing and fees depend on the scope, complexity, information available, and reporting requirements. These are discussed before the work begins.
A conversation is a good place to start