Valuation for Share Schemes Valuation for Share Schemes Valuation for Share Schemes Valuation for Share Schemes
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Valuation for Share Schemes

An independent share valuation is often a key step in the implementation of an employee share schemes for an unquoted company. Tax and other fiscal valuations in the UK are subject to special rules which have evolved out of a combination of case law and legislation.

There is a specialist department within HMRC that reviews and agrees share valuations. As the HMRC's resources are limited they are understandably reluctant to undertake valuations before an award is made (i.e. pre grant valuations), valuations provided by the company or its accountants are usually dismissed or challenged and therefore an independent valuation is typically required.

R A Valuation Services Limited specialises in providing goodwill valuations for a number of purposes, including Enterprise Management Incentive (EMI) schemes, for businesses in the UK. EMIs are tax advantaged share options designed to help businesses recruit and retain employees who have the skills to help them to grow and succeed.

Other reasons for a goodwill business valuation include business sale and purchase, partnership or shareholder change, litigation, matrimonial and legal separation, incorporation, tax settlements, borrowings and business development for businesses in the UK and internationally.

An accurate and independent assessment of the value of a business is an essential tool in any form of business change or development. Our Valuation reports are an important, if not vital, aid to business owners, prospective purchasers and their financial and legal advisers.

Business Valuations
Can R A value any type of Business?
The valuation process can be applied to all types of small business provided that the business has a suitable trading history .... more >>

How does R A value a Business?
The valuation process is concerned, primarily, with an assessment of a justifiable value for goodwill .... more >>

What is R A Valuation Services Ltd?
Established in 1991, R A specialises solely in business valuation .... more >>

Reasons for a valuation
A Business Valuation supported by a professionally prepared valuation report from an independent and authoritative source is an essential aid to:
  • Enterprise Management Incentive (EMI) schemes
  • Management or internal buyout
  • Business sale / Business purchase
  • Partnership and shareholder change
  • Litigation e.g. legal separation
  • Incorporation
  • Tax agreement
  • Borrowing and funding
  • Business development
  • Benchmark / Performance indicators for business
  • Report is definitive & realistic in the market place
R A Valuation Services Ltd
Recognised Authority
Valuation reports produced by R A Valuation Services Limited are acknowledged to be the authoritative form of business valuation for many small and micro business sectors and are accepted by:
  • Bank managers
  • Other lenders & providers of finance
  • Lawyers
  • Accountants
  • Tax specialists
And an R A Valuation Services' valuation report is tailor-made for their purposes. Indeed, such is their authority that an R A Valuation Services' valuation report is normally insisted upon in support of negotiations.

The report itself is detailed and informative, professionally presented and smartly bound.

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