What does a business valuation consider?
The analysis considers the financial record and the commercial reality of the business. Earnings, assets, liabilities, customer concentration, key-person reliance and growth expectations can all affect value. A turnover figure or industry multiple alone is rarely the whole answer.
What is included in the report?
The agreed scope usually identifies the interest being valued, the valuation date and basis of value; summarises the information relied on; explains financial adjustments and the selected approach; and sets out the conclusion, assumptions and limitations. The report is prepared for the purpose and users identified in the engagement.
Which valuation method is appropriate?
Depending on the business and the available evidence, the analysis may use earnings, cash flow, market evidence or net assets. The method should fit the circumstances. An established profitable company and an asset-heavy or early-stage business may require very different approaches.
For an explanation of the main methods and a simple worked example, read how business valuations work.
Who uses a signed business valuation?
Owners planning a sale or succession, shareholders agreeing a price between themselves, accountants documenting a transaction, lawyers advising on an agreement, and boards or families who want an independent view before a decision. The purpose shapes the scope, so we ask about it first.
How do I get started?
Tell us the reason for the valuation, the business structure, approximate scale and any deadline. We will confirm whether the standard service is suitable, provide a fixed-fee proposal and outline the information needed before you commit. There is no need to have documents ready for the first conversation.
General information only. Your circumstances and the agreed engagement determine the work required.