Valuation Advisory provides independent business valuation services across five practice areas: tax planning, matrimonial and shareholder disputes, insurance claims, M&A and MBO, and financial reporting. We are an ICAEW-regulated firm with over 20 years’ experience, valuing companies, shares, share options and intangible assets for HMRC, the courts, commercial transactions and financial reporting. We work for business owners, professional advisers, private equity firms and legal teams across the UK. Whatever your reason for needing a valuation, we deliver clear, well-reasoned opinions that withstand scrutiny – on a fixed fee, with most engagements complete in two to four weeks.
Practice areas
Business valuation services
Independent company, share and intangible asset valuations across five areas – tax, disputes, insurance claims, M&A and MBO, and financial reporting. ICAEW-regulated, built to withstand scrutiny.
What we do
Business valuation services across five practice areas
Tax planning
Defensible company and share valuations for HMRC – EMI share options, Employee Ownership Trusts, Family Investment Companies and growth shares, restructuring and capital gains tax, inheritance tax and Business Property Relief, probate and ERS reporting. We have a track record of valuations agreed with HMRC.
Matrimonial & shareholder disputes
Independent expert witness valuations for matrimonial and shareholder disputes – FPR Part 25 and CPR Part 35 compliant, with significant Single Joint Expert experience and oral evidence in court. Common matters include divorce, unfair prejudice petitions, shareholder buyouts, partnership disputes and compulsory purchase orders.
Insurance claims
Forensic valuations quantifying business interruption and loss of profits claims, instructed by insureds and their solicitors to support negotiation or formal dispute. We are valuation specialists and work alongside forensic accountants.
M&A / MBO
Independent buy-side and sell-side valuations for M&A and management buyouts of any size, including earn-outs – no advisory bias and no conflicts of interest. We provide the valuation; wider deal mechanics are referred to forensic accountants.
Financial reporting
Audit-ready IFRS 2 share-based payment valuations of share options, EMI awards, growth shares and other share-based payments, for audit firms, in-house finance teams and larger-firm referrals.
Types of valuation we provide
We value companies, shareholdings, share options and intangible assets, and our work falls into two broad types. Contentious valuations are prepared for a dispute or claim – a shareholder or matrimonial dispute, or an insurance claim – and must withstand scrutiny from opposing parties, opposing experts and the court. Non-contentious valuations support a tax position, a transaction or a financial reporting requirement, and need to be clear, defensible and pragmatic. We provide both, applying the appropriate basis of value and approach – earnings, discounted cash flow or net assets – to the facts of each case.
Who we work with
Valuations for every situation
We work with four groups of clients across the UK, each instructing us for different reasons.
01
Business owners
Founders and entrepreneurs instruct us directly for valuations supporting financing rounds, share schemes and exit planning.
02
Professional advisors
Tax advisers and accountants instruct us for pragmatic, defensible valuations supporting tax planning (restructuring, demergers, MBOs, EOTs, IHT and probate) and IFRS 2 audits.
03
Legal teams
Solicitors and barristers instruct us for CPR- and FPR-compliant expert valuations in shareholder, partnership and matrimonial disputes, loss claims and compulsory purchase orders.
04
Private equity firms
PE firms instruct us for valuations underpinning EMI options, growth shares and Employment Related Securities reporting.
Why us
Why instruct Valuation Advisory
- ICAEW-regulated valuation specialists with 20+ years’ experience
- All five practice areas under one roof
- Impartial and independent – opinions built to withstand scrutiny
- Fixed fee, no open-ended hourly billing
- Most engagements complete in two to four weeks
- UK-wide, with offices in Sale, Manchester, London and Sheffield
We work to International Valuation Standards (IVS) and UK tax legislation, under the regulation of the ICAEW.
FAQS
Frequently asked questions
Can’t find what you’re looking for?
Get in touch and we’ll be happy to help.
We provide independent business, company and share valuations across five practice areas: tax planning, matrimonial and shareholder disputes, insurance claims, M&A and MBO, and financial reporting. We work for business owners, professional advisers, private equity firms and legal teams across the UK.
It depends on why you need it. Tax and HMRC matters (EMI, EOT, FIC, IHT, probate, CGT, ERS) sit under tax planning; disputes and expert evidence under matrimonial and shareholder disputes; business interruption and loss of profits under insurance claims; buying or selling a business under M&A and MBO; and IFRS 2 share-based payments under financial reporting. If you are not sure, get in touch and we will point you to the right area.
Every engagement is scoped to its facts, so we don’t publish a price list. We send a clear, fixed-fee proposal up front before any work starts, with no open-ended hourly billing.
Most engagements complete in two to four weeks. We can move faster where needed – speak to us about your timeline.
Yes. We are headquartered in Sale, Greater Manchester, with day offices in Manchester, London and Sheffield, and we work with clients and instructing parties across the UK.
Yes. Valuation Advisory is a trading name of Litacc Limited, an ICAEW member firm regulated by the Institute of Chartered Accountants in England and Wales.
Need a valuation
Get in touch for a no-obligation scoping call. We’ll come back with a fixed-fee proposal.