Private company share valuations
Define the holding before discussing its value.
Explore the question ↗PRIVATE COMPANY SHARES · A CLEARLY DEFINED BRIEF
Independent share valuations.
Clear purpose.
Considered value.
Independent share valuation enquiries for private company owners and advisers. Start with the interest, the evidence and the purpose the work needs to serve.
ACA
Kishen Patel, BFP ACAICAEW Chartered Accountant · Consult EFC
Define the interest
Shares, rights and purpose.
Review the evidence
Document the assumptions.
Agree the engagement
Scope, fee and permitted use.
START WITH THE ASSIGNMENT
A valuation begins
with the right question.
A defined purpose, evidence and intended use make the financial work more useful.
Shareholder exit valuations
Prepare the financial brief for a proposed shareholder departure.
Explore the question ↗Valuation instructions
Get the assignment clear before comparing numbers.
Explore the question ↗Independence and conflicts
Clarify the role and relationships before an appointment.
Explore the question ↗Share valuation reports
Know what the deliverable needs to explain.
Explore the question ↗FROM INFORMATION TO INSTRUCTION
The same percentage.
A different brief.
A commercial planning question and a report for specified third-party use can need different engagements. Define the work before comparing figures.
Build your valuation brief ↗01The interestWhat exactly is being valued?
02The purposeWhich decision needs supporting?
03The useWho will rely on the result?
A PRACTICAL ROUTE FORWARD
From your question
to an agreed next step.
Begin with a short enquiry. No accounts, agreements or sensitive documents are needed to start.
The decision ahead.
Your holding, purpose, timing and information available.
The right scope.
Suitability, responsibilities, outputs and fee agreed before work starts.
The useful evidence.
A tailored information request and clear arrangements for the engagement.
BEFORE YOU COMMISSION
Clear questions.
Useful answers.
Can I get an instant share valuation?
No. A share valuation needs a defined interest, date, purpose and supporting evidence. The tools on this site help prepare a question or illustrate ownership arithmetic; they do not produce a value.
Who is behind this website?
Consult EFC. Enquiries are handled by Kishen Patel, BFP ACA, an ICAEW Chartered Accountant. The related Consult EFC websites offer different routes into its services.
Will a report be suitable for tax or legal proceedings?
That requires a specific suitability, scope and intended-use assessment. A commercial enquiry or planning report does not automatically meet those requirements.
Where do you work?
Remote enquiries are welcome from businesses and shareholders across the UK. Any meeting or information-sharing requirements are agreed when scoping the work.
A CLEAR BRIEF. A REASONED CONCLUSION.
A clearly defined question.
A better place to begin.
Discuss your share valuation ↗Scope and fees agreed before any engagement begins.