Why this matters
You need a valuation when selling shares, bringing in a partner, settling an estate, splitting assets in a divorce, or applying for a visa. Guesses fall apart under scrutiny; a properly reasoned valuation doesn't.
What to expect
1. Scope and purpose
We agree what's being valued and why — the reason drives the method (market, income, or asset approach).
2. Gathering the info
Accounts, contracts, assets, comparable deals, and interviews with the people who matter.
3. The report
A signed report with method, assumptions, calculations, sensitivity, and a defendable range.
What you provide
- Last 3 years' accounts (audited if you have them)
- Asset register
- Major contracts
- Why you need the valuation and any deadline
Net-worth statement: 5–7 working days. Full business valuation: 2–4 weeks.
- Signed valuation report (PDF)
- Supporting Excel model
- Executive summary suitable for buyers, courts, or embassies
Real example
They'd been arguing about the price for six months. Each had a number, neither could justify it.
An independent valuation gave a range using three methods. Both parties accepted the midpoint. Buyout closed within three weeks.
Jargon buster
- Net worth
- What you own minus what you owe.
- Sensitivity analysis
- Showing how the answer changes if a key assumption moves.