Calculating the value of a business is essential for a wide range of situations – but it can be a complex process. Whether you’re planning for tax purposes, preparing to sell your business, leaving your position as a shareholder or facing legal proceedings, it takes experience and judgement to sift through the layers of detail to deliver an accurate valuation.
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Whether you are buying, selling or planning your eventual exit, an objective view of value is essential to setting a fair price and negotiating from a position of strength. We provide independent valuations that give buyers and sellers confidence in the numbers, including for Capital Gains Tax purposes, and help owners plan ahead for a successful transaction.
Equity is a powerful way to attract and retain key people, but the valuations behind it must stand up to HMRC scrutiny. We value shares and options for EMI and other tax-advantaged schemes, as well as growth shares, agreed with HMRC where required.
Business and shareholding valuations are frequently needed for Probate and Inheritance Tax, typically where a shareholding forms part of an estate. We prepare these on the correct statutory basis, supported by clear reasoning that gives HMRC and executors confidence in the figure.
We provide independent, defensible valuations for use as evidence in shareholder disputes, matrimonial proceedings and other litigation. We regularly act as both party-appointed expert witness and single joint expert, bringing genuine forensic expertise to contentious matters.
Acquisitions and corporate transactions often trigger valuation requirements under IFRS and UK GAAP. We handle purchase price allocations, impairment testing, and the valuation of intangibles such as brands and customer relationships, and of complex financial instruments.
Group restructuring, demergers and other reorganisations frequently require robust, independent valuations, whether to support a solvent reorganisation or in insolvency and debt restructuring situations. We provide valuations that withstand scrutiny from HMRC, creditors and other stakeholders.
If you’re looking to determine the value of a business with a view to sell or purchase, settle a legal dispute or inform strategic decisions, Gerald Edelman is your ideal partner.
Led by Carl Lundberg and William Abell, our Business Valuations team works with a wide range of clients, from individuals and trustees to entrepreneurs, charities and large corporations.
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I am thoroughly impressed with the exceptional services provided by Gerald Edelman. Entrusting them with three company valuations for my investment portfolio, they delivered results that were nothing short of stellar. The team’s deep understanding of diverse business models, the intricacies of the UK market, and product differentiations was remarkable and truly surpassed my expectations.
I would like to extend my gratitude to William, Thomas, and Carl, whose expertise and dedication made my experience not just satisfactory, but exemplary.
For anyone in need of reliable, thorough, and professional valuation services, I cannot recommend Gerald Edelman enough. Their team is a beacon of professionalism and expertise in their field.
Director, Wrighton Property
Gerald Edelman's team of Business Valuation advisers is highly experienced in undertaking valuation engagements in all manner of situations.
We support clients in solving difficult transactional challenges and specialise in contentious valuations, expert witness services and valuations of complex management incentives, such as growth shares and other share classes with varying rights.
Having a clear understanding of the value of a company, asset or competitor is also essential when exploring new business opportunities, pursuing transactions or planning for compliance. Our expertise covers valuations of tangible and intangible assets, intellectual property, and complex financial instruments.
We also provide forensic accounting and litigation support services, working with businesses and portfolios of all sizes and across all industries to determine the true value of a business or asset.
Conducting a business valuation is a detailed process that involves the analysis of financial statements, revenues, cash flow, market analysis, forecasts and other factors. There are various valuation methodologies and we will carefully consider the appropriate approach in each valuation assignment based on a variety of factors.
This will naturally depend on the size and nature of your business. As you’d expect, some companies have more complex structures and assets than others. We’ll be able to give you a more accurate estimate on timeframes as part of your initial consultation.
Our fees are agreed upfront in line with an agreed scope. Our scope of work is fully tailorable, meaning our fees are flexible, which is a benefit of our agile and entrepreneurial team.
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