Business Valuation Guides

Most owners only sell or value a business once or twice in their working life. These guides give you the foundations: how valuers actually build a number, why two businesses with the same profit can be worth very different amounts, and what to look at before you trust any figure on a calculator screen.

• The Complete 2026 SME Owner's GuideThe cornerstone guide to valuation, multiples, and exit routes.Read guide
• Valuation MethodsEBITDA, DCF, asset-based, and when to use each.Read guide
• SME Business ValuationHow owner-managed businesses are valued in practice.Read guide
• Director Add-BacksHow to find and evidence the hidden profit buyers try to ignore.Read guide
• How the Free Valuation WorksStep-by-step process from enquiry to indicative range.Read guide

Selling a UK SME well is a two to five year project, not a four-week event. The owners who get the strongest deals start with an honest valuation, fix the value gap, then go to market with a clean information pack and a credible reason for selling.

• Valuation for SellingPre-sale market valuation for trade and private-equity buyers.Read guide
• Exit PlanningA 2 to 5 year roadmap to maximise value and reduce risk.Read guide
• Retirement Exit PlanningValuation for owners planning a clean retirement exit.Read guide
• Partial Sale ValuationSell a stake while keeping control and future optionality.Read guide
• Increase Value Before SalePractical moves that can lift your multiple before going to market.Read guide
• Unsolicited Competitor OfferWhat to do in the first 72 hours after a competitor approaches you.Read guide

EOT sales now sit at the centre of UK succession planning. The 50% CGT relief on qualifying disposals on or after 26 November 2025 still makes them tax-efficient, but the trustees need an independent valuation that will stand up to HMRC scrutiny.

• EOT ValuationsIndependent valuation for Employee Ownership Trust sales.Read guide
• EOT CGT Changes in 2026Updated 50% relief rules for disposals on or after 26 November 2025.Read guide
• Formal Valuation ReportsTrustee, HMRC, and court-ready written valuations.Read guide

Anything that moves shares between people, family, management, employees, or a trust, needs a defensible number. Get it right and the transaction is clean, tax-efficient, and uncontested. Get it wrong and HMRC, minority shareholders, or the courts may set it for you.

• MBO ValuationsManagement buy-outs and buy-ins priced fairly.Read guide
• Share & Shareholder ValuationBuy-outs, transfers, and dispute resolution.Read guide
• EMI Share ValuationsHMRC AMV / UMV for Enterprise Management Incentives.Read guide

When the valuation has to survive cross-examination, scrutiny by HMRC, or challenge by the other side, the methodology, evidence trail, and presentation all matter as much as the number itself.

• Corporate Divestment ValuationSubsidiary, division, and carve-out valuations.Read guide
• Formal Valuation ReportsHMRC, court, EOT, and shareholder evidence.Read guide
• Divorce & Legal ProceedingsSingle-joint-expert valuations for family and commercial disputes.Read guide

Sometimes you do not need a 5,000-word guide, you need a 5-minute check. These short tools are designed to give you an honest read on where your business sits before you book a longer conversation.

• Free Business ValuationConfidential, no-obligation indicative range.Read guide
• Eligibility ChecklistIs a free valuation a fit for your business?Read guide
• Your Valuation BenchmarkUnderstand your likely range before speaking to us.Read guide
• Instant Business ValuationCalculator output versus adviser judgement.Read guide