Accurately valuing a business goes beyond simple calculations—it requires a nuanced understanding of its unique characteristics, market conditions, and long-term objectives. We approach each valuation with a tailored strategy, capturing the true value of your business to support confident decision-making. Our expert team brings both technical insight and market knowledge, ensuring that your valuation reflects not only your company’s assets and earnings potential but also its value within a competitive landscape.

Our approach begins with an in-depth fact-finding process to understand your business, the industry it operates in, and your valuation goals. Using tailored valuation methodologies, such as earnings-based, asset-based, or a combination, we provide a valuation report that aligns with your specific objectives and market position.

Our valuation process includes the following stages:

Initial Consultation: Conducting an initial consultation to understand your business, the reason for the valuation, and any specific objectives.

Market Research: Researching relevant industry data, applicable earnings multiples and indices, and comparable transactions to establish a well-supported valuation basis.

Valuation Report: Preparing a detailed valuation report, complete with calculations, caveats and supporting assumptions.

Stakeholder Presentation: Presenting and discussing this report with relevant stakeholders, including HMRC, as needed.

Where required, we will liaise with HMRC’s Shares and Assets Valuation (SAV) team on your behalf to negotiate the appropriate valuation and any necessary discount adjustments. This helps to ensure your valuation aligns with HMRC standards, offering clarity and minimising the risk of a valuation dispute.

Our valuation services cover a wide range of needs:

• Business sales and acquisitions

• Shareholder exits and buyouts

• Management buyouts (MBOs)

• Tax and HMRC reporting

• Succession planning

• Employee incentive schemes

Each valuation is backed by thorough analysis, current market data, and relevant multiples to ensure accuracy and relevance. For clients preparing for a sale, we offer guidance on sale structuring, tax implications, and optimal timing, ensuring that your transaction is as smooth and beneficial as possible.

With Veritas, you gain a trusted partner dedicated to providing you with the insights and support needed to achieve the best outcome, from valuations to sales and beyond. Let us help you make well-informed decisions for your business’s future.

If you’re looking for reliable expertise with a down-to-earth approach, we’re here for you. Let’s start with a conversation—contact us today to discuss how we can help you achieve your goals.