When a shareholder is leaving, being bought out or restructuring ownership, an independent valuation removes guesswork and protects every party involved. We provide confidential shareholder exit valuations for private companies, directors, owners and their professional advisers.
Restructuring ownership ahead of investment or sale
— 02 — Detail
What is being valued?
Whole company value
Individual shareholding (specific %)
Minority stake
Majority stake
Control premium where relevant
Minority discount where relevant
— 03 — Detail
What affects shareholder value
Company profitability and earnings quality
The shareholder agreement and any pre-emption rights
Voting rights attached to the shares
Dividend policy and history
Control and influence the shares confer
Marketability of a private company stake
Overall business risk profile
— 04 — Detail
How the process works
Initial confidential discussion to understand the situation
Documents reviewed — accounts, agreements, cap table
Selection of the most appropriate valuation approach
A written report or valuation summary delivered to you
Discussion support to walk advisers and shareholders through the conclusions
— 05 — Detail
For accountants, solicitors and corporate advisers
We work alongside accountants, solicitors, mediators and corporate advisers who need an independent valuation view to support their client. Referrals are handled discreetly and we report directly to the instructing party.
— FAQs
How is a shareholder exit valued?
Most private company shareholdings are valued by first establishing whole-company value (typically using earnings multiples), then adjusting for shareholding size, control, voting rights and marketability.
What is fair value in a shareholder exit?
Fair value is the price a willing buyer and willing seller would agree without compulsion. It usually sits between strict market value and any contractual formula in the shareholder agreement.
Can you value a minority shareholding?
Yes. Minority shareholdings often attract a discount for lack of control and lack of marketability — both of which we quantify transparently.
Do shareholder agreements affect valuation?
Yes. Pre-emption rights, drag/tag provisions, valuation formulas and dividend policies in the agreement can all materially affect the value of a shareholding.
Can solicitors or accountants refer a client?
Absolutely. We regularly receive referrals from solicitors and accountants who need an independent, plain-English valuation for their client.
Take the next step
Find out what your business could be worth before buyers do.
If you are considering a sale now or in the next few years, a confidential valuation call can help you understand where you stand, what buyers may look for, and what could improve your outcome.
