An SSAS transaction involving your business, company shares, commercial property or an employer loan needs more than a figure from an online calculator. You must be able to support the value with clear evidence of open market value, commercial terms and independence, particularly where the transaction involves the sponsoring employer or another connected party. The…
An HMRC-agreed EMI valuation has been obtained, but the option grant is delayed beyond 90 days. That creates a practical compliance issue: the valuation isn’t a permanent approval, and the company may no longer be able to rely on the agreed share value when the options are finally granted. The 90-day period runs from the…
A valuation can affect the price you accept, the shares you issue, or the outcome of a shareholder dispute. It should never rest on a calculator, a turnover figure, or one market multiple. A credible business valuation report is built on accurate records, clear assumptions, and a defined purpose. Whether you are selling, raising funding,…
A business can be worth far more, or less, than a quick calculator suggests. When you are selling, raising finance, planning a management buyout, issuing EMI shares, or dealing with HMRC or a shareholder dispute, certified business valuations give you a documented position you can rely on. The number matters, but the supporting work matters…
A small business valuation should be based on evidence, not turnover alone, an impressive workload, or an online calculator. Buyers need a defensible sale valuation that reflects market value, rather than an optimistic asking price. For founders and management teams considering a sale, merger, or management buyout, the company valuation must connect reliable financial records,…
Giving employees a meaningful stake should not create avoidable tax exposure, ownership disputes, or a difficult conversation with investors later. Both EMI options and growth shares can share future value, but they do so in materially different ways. For UK SMEs, Growth Share Valuation is often the point where a good intention becomes a properly…
How much of your company should you give away before Series A, and will your valuation withstand investor questions? These are commercial decisions, not figures to produce from a generic calculator. Valuing a startup before Series A requires evidence across traction, market size, revenue quality, growth, risk, the funding plan and current market conditions. In…
You agree a £3 million sale price for your business, then discover that the amount payable to shareholders is lower. This is a common point of confusion in UK SME transactions. Buyers often quote enterprise value. Owners want to know the equity value, meaning the amount that may be available to shareholders at completion. Enterprise…
A shareholder agreement does more than set rules between owners. Its clauses can change who controls the company, who can buy or sell shares, how a departing shareholder is paid, and whether a buyer sees the business as investable. The same company can produce different share values depending on the rights and restrictions attached to…
A management buyout is personal. The people buying the business may have helped build it, while the business owner may be trusting them with their legacy and using the process as a structured exit strategy. That makes the valuation more demanding than a headline sale price. To value a business for a management buyout, the…