Can anyone help with a business valuation template and certificate.
Would really appreciate a prompt response. Thanks
Replies (8)
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There is no such thing as a template. Doing a valuation properly is not about applying a standard formula but about considering all relevant factors and applying mature professional judgement. Who has asked you to value what, and for what purpose? Be very careful indeed about "certifying" your valuation. Do not say any more than that it is your opinion.
Business valuations
There are books that may help:-
Practical share and business valuation (Tolley), Practical share valuation (Tottel) and Practical share and business valuation handbook (LexisNexis Butterworths)
I don't think anyone on here will structure your report for you free of charge. Presumably you have ruled out the possibility of holding over the gain. The instruction presumably comes from the transferor, who will need the figure for his tax return. Can't see what difference it makes to the transferee - except that he will prefer the value to be as high as possible.
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Can't see what difference it makes to the transferee - except that he will prefer the value to be as high as possible.
Really? A director in a company paying nominal value for employment-related securities and wanting as high a value as possible? I suppose, given the other guy is a friend, they could fall outside the ERS regime - we don't know enough.
CGT base cost
[Really? A director in a company paying nominal value for employment-related securities and wanting as high a value as possible?
In order to maximise his base cost and minimise CGT on any future disposal.
Business Valuation
There is affordable software available to help in this.....
Enter discount code 10209 to get £10 off....
Complying with HMRC
The valuation will only comply with HMRC, as the question put it, if it comes up with the same answer they did. If not HMRC may want to know why, in case it was done negligently. HMRC normally use a multiple of maintanable earnings less a discount for a minority holding. That's the science behind it. The art is to know what figures to use, which is what a valuer charges for!!
Please let me know if you want some help.