Practical guides to shareholder exits, business sales and defining a useful valuation brief.
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 ↗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 ↗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.
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