Share Valuations
Whether it be as a pricing exercise prior to a commercial
transaction, or for tax purposes, valuing private company shares
appropriately is a technical exercise in which we have built up
much expertise.
When valuing such shares, the first priority is
to determine the most appropriate calculation basis:
- Earnings per share,
- Return on capital employed,
- Asset based,
- A combination of bases.
Where appropriate, we will negotiate with the Shares
Valuation Division of HM Revenue & Customs, on your behalf. This
will be necessary with regard to the discount appropriate to your
shareholding, as well as the basic underlying valuation itself.
When performing this exercise, we shall be mindful
of your principle objectives. Whether they be minimising the tax
on a transaction, obtaining best price for a commercial acquisition
or general fairness, we shall advise accordingly. You will have
peace of mind that the most appropriate valuation basis has been used.
Practical Examples of our Share Valuation Expertise
- Ascertaining share valuations at March'82, for capital
gains tax purposes.
- Valuing the shareholding of an estate, prior to calculating
the resultant inheritance
tax.
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- Advising on the appropriate share valuations as part
of corporate
finance work.
- Calculating the value of shares as part of a family
company succession planning exercise.
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