SERVICES
We have Partner-led services on offer as technical specialisms or as part of an integrated service for owner-managed businesses.
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SHARE VALUATION SERVICE

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Our Approach

We have developed a structured work programme, which can be tailored to suit the specifics of each business we are valuing. For each individual share valuation we consider the following valuation bases:

  • Assets
  • Price earnings
  • Discounted cashflows
  • Dividends
  • Other industry specific methods as appropriate

Our Output

We aim to deliver draft reports within 2 weeks of having received all relevant information requested

 
  • We produce a comprehensive written report, either:

A Full report, examining and detailing all relevant bases and factors or:

A limited scope report

 

            Download an example of a report

 

 

  • A verbal discussion/presentation of the findings
  • Negotiation with other shareholders/ third parties as required

Our Experience

We have gained extensive experience through working on many varied Corporate Finance transactions and share valuations. In the last 12 months alone we have provided valuations on over 30 businesses.

  • Our share valuations range across a variety of sectors including:

Support services, IT, Leisure, media and financial services amongst others

 

 

  • For a range of purposes

Transactions – to assist clients and other professionals on decision making processes surrounding acquisitions, disposals, mergers and fund raising exercise

EMI and other Share Incentive arrangements

Disputes – advising corporates, shareholders, individuals and other professionals


Divorce – to advise on value and where possible mediate on business value

Inheritance tax

Our track record of agreeing share valuations with third parties is excellent, this includes HMRC. The majority of valuations are agreed on the basis of the report alone avoiding subsequent discussions and negotiations, minimising additional costs to clients. We believe that we have unique credentials to deliver high quality share valuations in both a timely and cost effective manner.

 

If you would like to discuss this service further please contact Matthew Katz on mkatz@roffeswayne.com

 

More information on this service is available by downloading our Share Valuation Service leaflet.

As an independent practice we offer a service rarely found outside the national firms, which is both personal and responsive.  Our track record of agreeing share valuations with HMRC is excellent.