Business valuations service

Whether it’s a transaction, including a full or partial sale or acquisition, restructuring a portfolio business or you’re involved in a dispute it is critical to establish an accurate valuation of the businesses involved and any associated assets.

There are plenty of methods for valuing businesses but every situation is unique and that uniqueness can have positive and negative impacts on the ultimate valuation.

Our award winning Corporate Finance team has wide ranging commercial expertise which enables us to provide expert advice and support for transactions, financial reporting, disputes and regulatory and administrative requirements – and we can provide valuations for businesses and assets that can stand up to the most vigorous scrutiny.

Typical transactions requiring a valuation

Mergers & Acquisitions

• M&A Bid Support
• Pre-Transaction indicative PPA
• IPA Valuations to support transaction restructuring
• Rule 3 opinions
• Merger expert reviews
• Purchase price allocation
• Post transaction impairment reviews
• Sale to an EOT

Asset-backed lending

• Initial valuations to support transactions
• Periodic valuations to support covenant testing

Fund administration

• Net asset value reporting
• Transfers in / out
• FCA compliance reporting

Tax

• Group restructuring
• Capital Gains tax
• Employee incentive schemes / EMI

Share option schemes

• Valuations to support option award and exercise

Holistic support, whatever the requirement

As well as providing valuations we can also provide assistance and strategic advice around the impact of your business decisions on the value of your business, giving you support, tax strategies, robust negotiating skill and ultimately helping you make the best decision for an outcome that suits your objectives.

About Wilson Partners Corporate Finance

Our award winning Corporate Finance team offers a Director-led advisory service to help business owners navigate the many potential pitfalls in buying, selling or funding a business. We’re a boutique, without the layers of protocol that keep you away from the most senior people. We believe you always need access to someone senior, so whether it be finding a buyer who suits your objectives or negotiating the terms of your deal with a seller, we can be the guiding hand to a smooth transaction, ensuring we get it over the line with your objectives always at the forefront of our minds.

Our services

• Disposals
• MBOs and VIMBOs
• Fundraising
• Acquisitions and strategy
• Tax planning
• Financial due diligence
• Transactional tax advice / structuring
• Valuations

Find out more about Wilson Partners Corporate Finance here.