Business valuations for important ownership decisions

Different expectations can stall a decision.

An owner’s expectations, a buyer’s offer and a shareholder’s view may be far apart. Historic profit alone may not explain the difference. Customer concentration, owner dependence, debt and the sustainability of earnings can all matter.

Start with the purpose of the valuation.

We agree what is being valued, the valuation date, intended users and purpose before choosing an approach. The work should give you a clear explanation of the basis, assumptions and limitations, rather than an unexplained headline figure.

A clear scope before work begins.

For an initial discussion, share the purpose, ownership structure, latest accounts and management figures, any forecast and the proposed timetable. We assess the engagement before agreeing scope and fees. Specialist tax, litigation, expert-witness or regulated valuation requirements need separate assessment and are not assumed to be included.

Direct involvement. Clear responsibilities.

Accendo is a London-based firm of Chartered Certified Accountants supporting organisations across the UK. Asif Rafique, FCA, leads the partner relationship, bringing experience in audit, advisory and strategy across practice and industry.

We agree responsibilities, deliverables and fees before work starts. Engagement acceptance includes conflict and applicable audit independence checks. Management retains responsibility for its decisions and financial information.