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MBO & MBI Business Valuation

Management Buyout
Valuations That
Both Sides Can Trust

An MBO without a credible, independently produced valuation is a deal waiting to fall apart. The management team thinks the price is too high. The exiting owner thinks it is too low. Neither has a documented number to argue from.

We produce ICAEW-grade MBO valuations that give both parties — and their lenders — a neutral, fully documented starting point. Big Four methodology. Fixed fees. Partner-led from first call to signed report.

7-10
Day Turnaround
Big 4
Trained & Qualified
Both
Sides Served
ICAEW Chartered Accountant Neutral & Independent Lender Ready
K
Kishen Patel, BFP ACA
ICAEW Chartered Accountant
ICAEW

Start Your MBO Valuation

No obligation. Reviewed within one business day.

Confidential · Fixed fees · 1 business day response

DCF · EBITDA Multiples · Comparable Transactions Neutral & Independent Partner-Led · No Junior Analysts Fixed Fees · Confidential

Why MBOs Fail Without
an Independent Valuation

A management buyout is one of the most relationship-sensitive transactions in business. The people buying the company are often the people who have worked alongside the owner for years. When the price is wrong, it destroys both the deal and the relationship.

A Fair Starting Point for Negotiation

Without an independent number, both sides anchor to what suits them. The exiting owner anchors high. The management team anchors low. Both feel cheated regardless of the outcome. An independent valuation gives the negotiation a neutral centre of gravity.

Lender Due Diligence

Banks, private debt funds, and specialist MBO lenders will not lend against a number that exists only in the exiting owner’s head. They conduct their own due diligence and they need a credible, documented valuation to lend against. Our reports are prepared to the standard lenders expect.

Legal and Tax Purposes

Your solicitors need a value to draft the share purchase agreement correctly. Your tax adviser needs a value to plan Business Asset Disposal Relief and structure any earn-out. The valuation sits at the centre of the entire transaction — it has to be right.

We Work with Both Sides

Our MBO valuations are deliberately neutral. We do not act for one side at the expense of the other. The report is produced to an ICAEW standard that both parties can interrogate.

For the Exiting Owner

You have spent years building this business. You need to know that the price you accept in an MBO reflects what the business is genuinely worth — not what the management team can convince you to accept.

Our valuation gives you a documented, defensible position. If the management team challenges your number, you have an ICAEW Chartered Accountant’s signed report behind it — not just your own instinct.

For the Management Team

You are about to take on significant personal financial risk. You need confidence that the price you are paying is fair — and your lender needs a credible third-party valuation before they will advance acquisition finance.

Our report gives you and your lender the documented evidence that the deal is structured at a fair open market value, with every assumption transparently set out.

From Enquiry to Defensible Report

Three steps. 7-10 days. A number that holds up in any room.

01

Tell Us Your Situation

Describe the deal structure, your role, and what you need the valuation to achieve. Kishen reviews every enquiry personally and responds within one business day.

02

ICAEW-Grade Analysis

DCF modelling, normalised EBITDA, comparable transactions — all documented and defensible. Methodology explained so every assumption can be interrogated by either party.

03

Your Signed Report

Delivered within 7-10 days. Signed by an ICAEW Chartered Accountant. Ready for your solicitor, your lender, and both parties at the negotiating table.

Partner-Led.
Start to Finish.

MBO transactions are time-sensitive. Deals slip when advisers are slow, when reports are produced by someone who has never met the business, and when the methodology cannot be explained under pressure.

Kishen leads every engagement personally — reviewing the financials, building the model, writing the report, and signing it. There are no junior analysts and no handoffs. If either party’s advisers push back on the valuation, Kishen is the person who can defend every line of it.

ICAEW Member Big Four Trained (Deloitte) 12+ Years Experience
Kishen Patel ICAEW Chartered Accountant

Kishen Patel

Founder, Consult EFC · BFP ACA

ICAEW Chartered Accountant. Big Four trained at Deloitte. 12+ years across Investment Banking, Big Four audit, and UK SME corporate advisory. Personally leads every MBO and MBI engagement.

ICAEW

“The management team and I had been going back and forth on price for weeks. Getting Consult EFC to produce an independent valuation was the single thing that unstuck the deal. Both sides accepted the methodology as fair and we exchanged within six weeks of receiving the report.”

PT
Paul T.
Exiting Founder · Engineering Business, Midlands

Frequently Asked Questions

Without an independent valuation, the exiting owner and management team are both negotiating from gut feeling. The owner risks undervaluing the business; the management team risks overpaying and placing themselves under unsustainable debt. Lenders providing acquisition finance also need a credible, documented number to lend against. An ICAEW-grade independent valuation gives all three parties a defensible starting point and removes the main source of deal breakdown.

Yes — and that is the point of commissioning an independent one. Our MBO valuations are produced neutrally, with all methodology and assumptions documented. Both the exiting owner and the management team can interrogate the number and either accept it as a fair starting point or negotiate from it with confidence. When both sides accept the same methodology, the negotiation moves from arguing about the number to agreeing the deal terms.

An MBO (management buyout) is where the existing management team purchases the business from the current owner. An MBI (management buy-in) is where an external management team buys the business and replaces or supplements the existing management. Both require an independent valuation and our process for both is identical. In an MBI, we would expect to spend more time understanding the business’s operational model since the incoming team has not worked inside it.

Our reports are prepared to an ICAEW professional standard with full DCF modelling, normalised EBITDA, and comparable transaction evidence — all documented. Lenders will conduct their own due diligence regardless, but a credible, methodologically sound independent valuation significantly reduces the friction of that process. We have experience producing valuations specifically in the context of MBO acquisition finance and understand what lenders need to see.

Most MBO valuation reports are delivered within 7-10 business days of receiving the financial information. We typically need three to five years of statutory accounts, recent management accounts, and a brief description of the deal structure. If a faster turnaround is needed for a time-sensitive deal, please mention this when you get in touch and we will discuss what is possible.

We work on a fixed-fee basis agreed before any work begins. For most UK SME MBO valuations, fees start from £1,500 plus VAT. The fee depends on the size and complexity of the business. We confirm the fixed figure during the initial conversation so you know exactly what you are committing to before we start work.

Whatever the situation —
the number has to be right.

No obligation. Fixed fees. ICAEW Chartered Accountant. Response within one business day.

Request My MBO Valuation → +44 7767 629 008

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