When shareholders disagree, the value of a stake can decide the price of a buyout, the terms of a settlement, or the direction of court proceedings. A quick number from an online calculator won’t carry much weight when ownership, trust and money are all in dispute. Knowing how to value shares for a shareholder dispute…
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…
A SSAS pension loan, or connected party loan, is when your scheme lends to your own business or a connected company. The money can help fund growth, buy property, or refinance existing debt, but the valuation is the bit that makes or breaks the deal. If the figure is wrong, or the security doesn’t stack…