Understand the value of a private business or shareholding for a sale, buyout or ownership decision. Agree the purpose, evidence and intended use with Consult EFC.
Kishen Patel, BFP ACA
ICAEW Chartered Accountant
You may be preparing to sell, changing ownership or simply asking what you have built. The useful answer starts with the decision.
We look at the business, the evidence and the purpose of the valuation. The scope sets out what is being valued, who the work is for and the assumptions that matter.
How the process works ↗PRACTICAL QUESTIONS. CLEARER DECISIONS.
VALUATION SUPPORT
Questioning a business valuation or buyer offer? Discuss an independent review of the brief, earnings, assumptions and evidence with Consult EFC.
Read the detail ↗VALUATION SUPPORT
Need a business valuation at an earlier date? Discuss the historical records, information cut-off, purpose and limitations with an ICAEW Chartered Accountant.
Read the detail ↗OWNER GUIDE
A practical owner-managed business guide to EBITDA adjustments, replacement salaries, one-off costs and the evidence a valuation needs. Includes a worked example.
Read the detail ↗OWNER GUIDE
Understand business valuation sensitivity with a worked earnings-and-multiple table, debt bridge and practical evidence priorities for UK SME owners.
Read the detail ↗Understand the value drivers before a sale or exit discussion.
Consider the rights, restrictions and purpose of the holding.
Discuss the assumptions and analysis your next decision needs.
Define the valuation requirement for an EMI or other share arrangement.
The right method depends on the business. We discuss what the analysis can support, and where uncertainty remains.
The business or holding, the purpose, the date and the intended use.
Trading information, forecasts, assets, relevant comparisons and the quality of the records.
The key assumptions, sensitivities and limitations behind the valuation.
ICAEW Chartered Accountant.
Kishen Patel is a member of the Institute of Chartered Accountants in England and Wales (ICAEW). Start with a conversation about your business and the reason you need a valuation.
We agree the scope, fee and information needed before the engagement begins. Any independence, conflict or third-party reliance requirements are considered as part of that scope.
Discuss your requirements ↗Independent shareholder dispute valuation support for private company owners. Clarify the valuation basis, financial evidence and scope before commissioning a report.
Business valuation reports prepared by an ICAEW Chartered Accountant, with an agreed purpose, stated assumptions and a clear explanation of the conclusion.
Business valuations prepared by an ICAEW Chartered Accountant. Explore affordable valuation options and scope.
It provides an assessment of value for an agreed purpose and date, based on the information, methods and assumptions set out in the work. It is not a guarantee of the price a buyer will pay.
Yes. We can discuss the scope for a whole business or a particular holding. Rights, restrictions and the intended use of the valuation need to be considered.
No. The initial form asks for contact details and a purpose. Any documents are requested later through an agreed process.
Fees are quoted individually after discussing the scope, complexity, information available and required output. You agree the fee before work starts.
WHERE WE CAN HELP
We accept remote valuation enquiries from owners and shareholders across England, Scotland, Wales and Northern Ireland.
Your operating location, the intended use of the report and any independence requirements belong in the brief. Explore coverage and the questions to ask before commissioning.
Areas we cover & remote valuations ↗VALUATION INSIGHTS
In a shareholder dispute, two valuations can differ because they answer different questions. Start by recording the subject, date, basis and instructions before comparing conclusions.
Read the guide ↗A percentage calculation is a useful illustration, but it is not a concluded share valuation. The rights, transaction context and agreed valuation basis need to be established.
Read the guide ↗Independent valuation support for a proposed management buyout. Define the business interest, examine earnings and separate value from the financing plan.
Explore the page ↗Prepare a clear valuation brief for a family business succession or shareholder exit, with ownership, employment and separate balances identified.
Explore the page ↗An EBITDA multiple can illustrate an earnings-based valuation, but the earnings adjustments, comparison evidence and equity bridge need their own explanation.
Explore the page ↗Prepare the valuation brief, financial records, ownership documents and supporting explanations. The final information request should be tailored to the assignment.
Explore the page ↗VALUATION DECISIONS · NEW GUIDES
VALUATION SUPPORT
Independent valuation support for a shareholder exit or buyout. Define the holding, share rights, valuation date and evidence before comparing prices.
Explore the page ↗VALUATION SUPPORT
Business valuation support for UK owners considering retirement. Examine transferable earnings, founder responsibilities and the payment structure before planning an exit.
Explore the page ↗PRACTICAL GUIDE
A practical UK SME management buyout guide: valuation, funding gaps, sustainable earnings, founder handover and cash repayment capacity, with worked examples.
Explore the page ↗PRACTICAL GUIDE
Compare completion cash, fixed deferred payments and earn-outs in a business sale. Understand the timing and conditions behind the headline price.
Explore the page ↗PRACTICAL GUIDE
Why revenue alone cannot establish business value. Compare margins, cash collection, owner dependence and recurring income using an illustrative SME example.
Explore the page ↗PRACTICAL GUIDE
Understand how operating working capital and agreed deal definitions can affect a business sale discussion, with a simplified completion adjustment example.
Explore the page ↗CONSULT EFC · PRACTICAL GUIDES
Understand the gap between business valuation, management funding capacity and seller proceeds in an SME management buyout, with a practical funds-flow illustration.
Read the guide ↗Compare competing valuation positions through the date, interest, earnings, owner costs, cash and debt, with a structured assumptions reconciliation.
Read the guide ↗This site is operated by Consult EFC Ltd. Your adviser is Kishen Patel, BFP ACA, an ICAEW Chartered Accountant. You can verify the ICAEW member listing and ICAEW firm listing.
For enquiries, use info@consultEFC.com.