What’s your business worth?
A valuation may ultimately be about the numbers, but number crunching is just part of the equation. The real challenge lies in understanding the business context and the purpose of the valuation.
Applying skill and robust judgement on a case-by-case basis
Whether you need an independent valuation for litigation, commercial or tax purposes, our experts will provide robust advice.
Often appointed by other advisers, our expert team conduct valuations relating to acquisitions, disposals, mergers and restructuring proposals. We can also provide valuations for:
- Taxation purposes, including enterprise management incentive schemes, capital gains, inheritance and income tax
- Intellectual property, for example trademarks, brand names, know-how, customer lists, patents and licences
- Disputed transactions, as expert witnesses working alongside forensic investigators to prepare valuations for expert witness reports, Section 459 cases, matrimonial, solicitors’ negligence and claims of loss
- Regulatory and accounting matters, such as FRS25, share options and valuations required by the Companies Act and Takeover Act
- “Fair value” requirements under articles of association and/or shareholder agreements
- In divorce cases, professional negligence cases, fraud investigations or insurance disputes, our valuation experts act for individuals, legal professionals, insurers and regulatory and prosecuting bodies to prepare valuations
Latest case studies
Somerset Motorhomes Centre and Albert Goodman
Somerset Motorhomes Centre is a family owned business, based across two sites on the outskirts of Taunton. The owner, Tom Lower and his wife Maria have over 18 years of experience in the sector. This wealth of experience coupled with their
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Ian Dance Services and Albert Goodman
Ian Dance Services are the leading Catering Engineers and equipment suppliers in the South-West of England. Run by Bruce and Glyn, this close-knit family business has provided support to various catering establishments, including Pubs, Hosp
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Martock F.I.T- Client Case Study
Nestled in the heart of South Somerset is the quaint village of Martock, home to 5,000 people and a selection of pretty hamstone buildings. New to the village is Martock F.I.T, a friendly, community orientated gym co-founded by Dave Root an
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Classic Canes- Client Case Study
Classic Canes Limited is a Somerset-based family business specialising in growing, manufacturing and wholesaling walking sticks, seat sticks an umbrellas. It was established in 1982 by Diana and Ben Porter when they realised the raw materi
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Giving grandchildren a worry-free education
A client who had set up and run his own business came to us for advice on how to reduce his inheritance tax liabilities, which would have been substantial had he passed away within the next seven years.
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Insuring against Inheritance tax
A long-standing client had, during his career, built up a substantial property portfolio. One of these properties he had decided to gift to his son who had recently married. But he was also concerned that if his death occurred in the next f
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Care with peace of mind
A widowed gentleman with no children had moved into a high quality care home because he no longer wanted to live on his own. He was ‘self-funding’ fees of over £4,000 a month and was concerned that he might run out of funds during his
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Keeping it in the family
Like many of those we help as part of our Later Life Financial Solutions, Mr H came to us for an entirely different reason: to discuss his annual tax return. As he was in his late 50s, the conversation turned to his plans for retirement –
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Latest from Albert Goodman
The Fair Maintainable Trade
The generally accepted approach to valuing trading businesses is the Profits Method – applying an appropriate multiplier to the Fair Maintainable Operating Profit; which in turn is derived from the Fair Maintainable Trade (or FMT). Jonath
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