Knowing the true value of your business is essential at every stage of its life cycle. Whether you're planning a sale, bringing in investors, navigating a tax event, or managing succession planning, a professional company valuation gives you clarity, leverage, and peace of mind.
At Stratos we offer expert business valuation services tailored to your specific circumstances. Valuations are often needed for a number of different situations and the methodology can vary depending on the type of business and the reason for the valuation. Our combined tax technical and accounting expertise makes us well placed to prepare valuations that are not only aligned with HMRC best practice but factor in current market conditions.
There are many situations when a company valuation may be required, such as:
- A sale of a shareholding
- Setting up an employee share scheme
- Earn-outs
- Shareholder disputes
- Meeting the terms of a shareholders’ agreement
- Matrimonial disputes including Single Joint Expert Reports
- Shareholder protection insurance
- For inheritance tax purposes
- Gifts into a trust
- A gift of shares requiring holdover relief
Understanding your company’s worth at the right time helps you make better strategic decisions and reduces the risk of under- or over-valuing assets in critical negotiations.
Why Stratos?
Stratos are experienced in providing valuations of businesses. Taking into account the purpose of the valuation and your company’s specific circumstances, we will consider the most appropriate method of valuation and prepare a full and independent report. Where required, we can also assist in the negotiation process or help you develop your exit strategy and can support you through the process from start to finish.
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FAQs
Typically 2–3 weeks, depending on the complexity of your business and purpose of the valuation. We can offer expedited services for time-sensitive transactions.
Yes. If you’re granting EMI share options, we would recommend agreeing a valuation with HMRC before options are issued. This provides certainty on the tax treatment for employees.
We prepare valuations in line with HMRC guidelines and support all assumptions with evidence. Where appropriate, we liaise directly with HMRC to agree valuations where possible (e.g. for EMI).
Not always. Different scenarios (e.g., tax vs. commercial sale) may require different assumptions or methodologies. We’ll advise you on what’s appropriate.
