Valuations

Calculating the value of a business, shares or assets can be a critical and contentious issue for institutions, businesses and individuals in a variety of circumstances.

Value is a core consideration for any business. Knowing the value of an asset, transaction, company, partnership, competitor or target can create new business opportunities and act as a key driver of corporate transactions.

Whether for financial reporting purposes, acquisitions or sales, tax planning or dispute resolution, valuations are required at many stages of the business lifecycle. Knowing the value of your business or your personal business interests and other assets can give you the confidence you need to plan for the future.

 

Meeting your needs

Experienced

We offer expert guidance for valuation requirements across a multitude of sectors and circumstances up to values of £500m.

Recommended

Our strong reputation and excellent relationships with referrers (including conflicted accountants) mean we work with an extensive range of clients including individuals, trustees, businesses, entrepreneurs, charities, governments, lawyers and the courts.

Dedicated

You get direct access to senior staff with specialist sector knowledge and a strong track record in advising both individuals and businesses. You also get access to other in-house specialist teams as required, such as business and personal tax and forensic services.

Cost effective

Our accounting valuations are efficient and economic, providing the highest standards of service quality with a mid-market price tag proportionate to the assignment.

Collaborative

Excellent client/adviser relationships and expertise in written and oral evidence in court, where necessary, can help ensure the best outcome in contentious cases. 

Holistic

All our valuations can fit within a comprehensive overall tax advice wrapper – with our joined-up service giving you direct access to our in-house tax teams.

Global

Through our membership of Nexia International and our extensive network of contacts around the world, we can support your business if you’re expanding overseas, setting up in the UK or already operating internationally.

 

How we can help

  • Accounting-based valuations: IFRS 3/FRS 102 ASC805, intangible assets valuations, share option valuations, embedded derivatives valuations using our proprietary share option valuation models, and impairment testing.
  • Tax valuations: EMI share options, 1982 valuations, IHT valuations, growth shares and management incentive schemes, negotiations with HM Revenue & Customs’ SAV, transfer pricing and restructurings.
  • Commercial valuations: Section 593 reports, support for tenders, departing shareholders in private businesses, transaction pricing and negotiation (including on unsolicited offers) market testing, articles valuations, and fairness opinions.
  • Contentious valuations: Matrimonial, shareholder, partnership and commercial disputes.

 

Our credentials

Leading

A top ten UK accountancy firm, as ranked by Accountancy Age.

Global

Member of Nexia International, a top ten global network of independent accounting and consulting firms with over 500 offices in more than 120 countries.

Insightful

Regular contributors of expert commentary on issues in the national and trade press.

Instrumental

Actively involved in leading trade and industry bodies shaping the changes affecting your business.

Experienced

IFRS 2 and other accounting valuations work for over 100 quoted companies.

Contact us

John Rugman valuations services Smith & Williamson
John Rugman

Partner - Head of Valuations London +44 (0)20 7131 4304

Contact us

Ashley Higgs profile image
Ashley Higgs

Director Birmingham +44 (0)121 710 5287

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