Prepare for your
next chapter.
Understand the factors influencing value before a business sale or future exit. Examine earnings, commercial risks and the assumptions behind the assessment.
Explore sale valuationsYOUR BUSINESS. A CLEARER PICTURE.
Know what sits behind the number.
Approach your next decision with clarity.
Independent business valuation support for UK SME owners considering a sale, investment or a change in ownership.
UK SMEs & owner-managed businesses
Purpose-led valuation analysis
Scope and fees agreed upfront
START WITH THE DECISION AHEAD
A useful valuation starts with why you need it, what is being valued and who will use the result.
Understand the factors influencing value before a business sale or future exit. Examine earnings, commercial risks and the assumptions behind the assessment.
Explore sale valuationsDiscuss share transfers, ownership changes or EMI valuation requirements. Agree the interest being valued, relevant share rights and intended use.
Explore share valuationsValuation analysis for investment discussions and business planning, with attention to growth assumptions, financial forecasts and the evidence available.
Explore investment valuationsMORE CONTEXT. BETTER QUESTIONS.
A useful valuation explains the assumptions, not just the answer.
The purpose, valuation date and ownership interest shape the analysis. Appropriate methods are selected for the business and available evidence, rather than applying the same formula to every company.
Consider maintainable earnings and relevant market comparisons, allowing for differences in size, growth and risk.
Where appropriate, assess projected cash flows and how assumptions about trading, investment and risk affect the result.
Consider relevant assets and liabilities, financing and the rights attached to the interest being valued.
A CLEAR WAY TO START
No accounts to upload through the enquiry form. Start with the purpose and your contact details.
Select your valuation purpose and send a short enquiry. Mention any important deadline when we discuss your requirements.
Clarify what is being valued, intended use, information requirements and the proposed timetable before work begins.
Receive the agreed valuation work with its approach, assumptions and limitations explained, so you can discuss the result in context.
YOUR VALUATION ADVISER
ICAEW Chartered Accountant and founder of Consult EFC. Practical business valuation support for owners and their important decisions.
KNOW WHAT YOU’RE ASKING FOR
The value of a whole business and the value of a particular shareholding are not necessarily the same question. The scope needs to reflect the transaction or decision you have in mind.
You do not need all the answers before enquiring. We can work through the requirements together.
A LITTLE MORE CLARITY
Not sure which valuation you need?
Start with the decision you’re facing.
Value depends on the purpose and date of the valuation, the business’s earnings, assets, growth prospects and risks, and the interest being valued. A headline revenue or profit multiple alone cannot capture all of those factors.
The fee depends on the purpose, complexity and information required. We discuss the scope and agree a fixed fee before work begins. The initial enquiry is a no-obligation conversation, not a purchase.
The initial form only asks for your name, email and valuation purpose, with an optional phone number. After discussing the scope, we may request recent accounts, a trading update, forecasts, ownership details and relevant agreements through an agreed channel.
Timing depends on the purpose, complexity and availability of information. We agree the proposed timetable after understanding the requirements. Tell us about any transaction or filing deadline at the initial discussion.
No. A valuation is an assessment based on a defined purpose, date and assumptions. An agreed transaction price can also reflect negotiation, buyer circumstances, deal structure and due diligence findings.
Yes. Share and EMI valuation requirements can be discussed as part of the scope, including the relevant share rights and purpose. Any required submission support is agreed separately. Acceptance by HMRC or another third party is not guaranteed.
No. The appropriate approach depends on the business and the valuation purpose. Earnings multiples, discounted cash flow and asset-based approaches may be considered, with relevant evidence and assumptions explained.
Yes. A valuation discussion can help owners preparing for a future exit or seeking a clearer understanding of value. You do not need to be in an active sale process to start a conversation.
FIND THE RIGHT STARTING POINT
Understand the factors behind your business value before a sale discussion, or use a valuation to inform a future exit plan.
Read the guideBring clarity to a share transfer, ownership change or employee share valuation enquiry with a scope that reflects the rights and purpose involved.
Read the guideUnderstand what your quote covers before commissioning a valuation. The right scope starts with the decision you need the work to support.
Read the guideEXPLORE THE NEXT QUESTION
Planning employee share options? Establish the valuation requirements early so the proposed shares, information and adviser responsibilities are clear.
Read morePrepare for investment discussions with a clear explanation of the business, the growth assumptions and the interest being valued.
Read moreEXPLORE THE NEXT QUESTION
Start with what is being valued and why. The method comes after the purpose, date and evidence have been established.
Read moreMultiplying earnings by a number is easy. Establishing appropriate earnings, relevant evidence and what the result represents takes more care.
Read moreBefore comparing an offer with a valuation, establish what each number represents. A headline business value is not automatically the amount shareholders receive.
Read moreYOUR NEXT FUNDING DECISION
Raising under EIS or SEIS? Build a clear explanation of your proposed share price, the funding required and the ownership investors would receive.
Explore this serviceApproach a funding round with a clearer view of value, ownership and the assumptions an investor will ask you to explain.
Explore this serviceNo long trading history yet? Build a valuation discussion around what you can demonstrate, the milestones ahead and the uncertainty that remains.
Explore this serviceTHE BUSINESS YOU’VE BUILT DESERVES CLARITY
One short form. A clearer starting point.