Transactional valuation services

A transactional valuation is an independent assessment of a business, asset or shareholding specifically carried out to support a transaction – such as a sale, purchase or ownership transfer. It ensures both parties can proceed with confidence knowing the valuation is fair, commercially justified and fit for purpose.

You may need a transactional valuation if you’re selling a business, transferring shares under a shareholder or partnership agreement, doing a management buyout (MBO), or setting up an Employee Ownership Trust (EOT). It’s also essential in scenarios involving internal restructuring or shareholder exits.

All business valuations assess the worth of a company or shareholding but transactional valuations are deal specific. They’re designed to guide negotiations, validate pricing and support legal agreements. Other valuations may be prepared for tax, dispute resolution or financial reporting purposes.

We use industry recognised valuation methodologies including:

Each method is chosen based on the nature of the business, the purpose of the transaction and the availability of reliable data.

A fit for purpose valuation is one that is clear, commercially justified and appropriate to the context of the deal. It must stand up to scrutiny by stakeholders, legal advisers, auditors or tax authorities and help ensure the transaction is fair and properly documented.

Yes. We have extensive experience of EOT valuations for businesses transitioning to employee ownership. These valuations take into account future business performance, HMRC expectations and the need to support financing arrangements and trustee decisions.

Yes. We support internal share transfers between business partners, family members and existing shareholders. Our team ensure the valuation is objective, robust and aligned with shareholder or partnership agreements.

Timing will depend on the business and the availability of financial information. Most transactional valuations can be completed within 3-4 weeks, with faster turnaround for urgent matters.

Yes. Our reports are prepared in accordance with relevant accounting standards, HMRC guidance and legal frameworks. We work with your tax advisers, solicitors and corporate finance teams to ensure the valuation meets all compliance requirements.