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Business Valuations

We will meet you and understand your needs and the purpose of the business valuation.

During discussions we will answer any questions you may have concerning the report, and before we undertake any work we will write to you confirming exactly what you have asked us to do, and will clearly state: 

  • The purpose of the report
  • What information you will need to provide
  • How we propose undertaking the work
  • Who will be undertaking the work and their contact details
  • When the work will be completed by
  • How much will it cost
  • When you will have to pay

A business valuation is a formal report aimed at establishing the realisable value of a business. The benefits of the report vary dependant on the needs of the commissioner and the purpose of the report. Highlighted below are illustrations of when a business valuation should be considered: 

  • In the event of an outright business sale
  • In the event of business owner retirement
  • As an aide to business succession planning
  • As an aide to Inheritance Tax planning
  • As an aide to restructuring the business
  • As a means of establishing the business owners net worth
  • As a means of establishing security for borrowings
  • As a means of periodically benchmarking the value of the business

Far from being an exercise that should be considered at the end of the business lifecycle, business valuations should be seen as an important business-planning tool, which should be used extensively by the business owner through every facet of the business lifecycle.

Our Grants & Corporate Finance services include:
For more information about our Grants and Corporate Finance services or to arrange a consultation, please contact a member of our team.
Key Contacts

Lindsay Hogg FCCA
Managing Partner
(029) 2054 6606
Email Lindsay

Chris Hatcher
Chris Hatcher FCA MEWI
(029) 2054 6655
Email Chris

Lisa McInnes FCCA
(029) 2054 6608
Email Lisa