Financial reporting valuations

A financial reporting valuation is a professional assessment of the fair value of assets, liabilities, shares, or business combinations, carried out to support accurate year-end financial statements. These valuations must comply with accounting standards such as IFRS, UK GAAP, or FRS 102, and are often required for audit or regulatory purposes.

You may need a valuation when preparing for:

Finance teams, CFOs, audit committees, and business owners all rely on valuations to prepare compliant financial statements. Auditors may also request independent valuations to support areas of material judgement—particularly where intangible assets, share schemes, or goodwill are involved.

Without a properly prepared valuation, your accounts may be subject to audit challenges, restatements, or even regulatory penalties. Inaccurate or unsupported values can undermine stakeholder trust, delay reporting timelines, and create reputational risk—particularly for growing or investor-backed businesses.

Depending on the type of valuation, we may need recent financial statements, acquisition details (if relevant), share scheme documentation, lease contracts, asset registers and business projections. Our team will provide a tailored request list to ensure the process is efficient and thorough.

Yes. Our valuations are prepared to meet audit standards and are fully documented, clearly reasoned, and based on accepted valuation methodologies. We regularly liaise directly with audit teams to provide clarification and ensure the valuation supports your statutory reporting.

Most valuations take between three and four weeks, depending on complexity and the availability of information. We work closely with finance teams and auditors to meet your reporting deadlines, and can expedite urgent requests where necessary.