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News – 10.04.24

Form PF: Are you up to speed with the latest developments?

Through this insight we will bring to your attention the main changes in a bitesize manner so that you can stay abreast of the requirements as they may apply to your firm. … Read more

Insight

Tax relief on heritage assets: Am I eligible?

For assets considered to be of national heritage, relief from Capital Gains Tax and Inheritance Tax is available. … Read more

Upcoming event – 29.04.24

Governance code updates and advice for Further Education colleges from Buzzacott and the ESFA

Join Buzzacott and the ESFA for a governance update for further education colleges … Read more

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130 Wood Street, London, EC2V 6DL
enquiries@buzzacott.co.uk T +44 (0)20 7556 1200

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Valuations

There are numerous contexts in which entities or individuals may require robust and independent valuations. Whatever the situation may be, understanding value – and what drives value – is critical to the decision-making process.

Helping you understand what truly drives or detracts from value

Valuations require the right mix of technical knowledge, sound judgement, access to market data and clarity in articulating opinions. Our specialist team has a wide range of expertise, access to numerous data sources and can draw upon the real-life experience of the wider Corporate Finance team, allowing us to provide clear and informed opinions.

We work across a vast array of sectors including financial services, professional practices, technology and media, hospitality and leisure, the FMCG sector and property & construction, among others.

David Stears, Head of Valuations

Alongside the valuation of shares and businesses, we are also able to opine on the value of intellectual property, credit investments and other financial assets including share options and debt investments. We are also able to assist with valuation-related matters such as the performance of impairment reviews, purchase price allocations and managing the valuation of investment portfolios. Our offering is outlined in further detail below.

Our valuation services

Commercial and Indicative Value Assessments

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 planning a future sale of your business, a valuation is essential to helping you benchmark progress and identify areas where you can enhance value for the greatest return.

Transaction-led valuations
Indicative valuations for management purposes
Valuation of assets as collateral
Fairness opinions
Valuations for restructuring purposes

Contentious Situations and Disputes

Our independent, third-party valuations assist in resolving shareholder disputes, and we’re happy to act for one party or carry out the role as the single joint expert. Our reports provide clear and robust opinions to give you confidence in these often stressful and difficult situations.

Expert witness for the Courts in litigation proceedings
Single joint expert appointments for litigation or divorce proceedings
Expert determinations under a company’s Articles of Association
Independent expert determinations for other dispute purposes

Valuations for Tax Purposes

A valuation will help you understand the tax implications of various situations involving the transfer of shares. We’re experienced in corresponding with HMRC and work with our tax team to ensure any adverse tax consequences are avoided.

Valuations for CSOP, EMI and growth share schemes
Valuations for IHT and CGT purposes
Valuations for EOT structuring
Asset valuations for related party cross-border transfers
Valuation assistance for tax planning

Valuations for Accounting and Reporting

Fair value reporting requirements may arise at some points within a business life cycle and may be connected with business assets other than simply share investments. Our team has experience performing valuations of the following for accounting purposes, as well as dealing with internal valuation committees and all sizes of audit firms: