Our specialist Valuations team can support your company with trusted, independent valuations for a wide range of purposes. Our reports are required for financial reporting, transaction support, taxation and employee incentive schemes, dispute resolution and commercial purposes.
We have a collaborative approach, working closely with you and any external advisors to fully understand the requirements and any challenges that may need to be overcome to deliver a valuation that is fit for the purpose intended and in a timely manner, ensuring all parties are informed throughout the process.
Our team has strong technical expertise, coupled with a commercial mindset that allows our valuations to be robust and fit for purpose, but also fully understandable to our clients.
We work closely with our sector specialists both in the UK and the PKF Global network to ensure our market insights are the most current and relevant to your situation from an industry and geographical standpoint.
Our approach is to work with you carefully to scope out your requirements. We are completely transparent, enabling a close working partnership so you can understand how we derive valuations. We present our findings in a way that enables you to gain real insights
Our services
Financial reporting valuations
Our experts can support across financial reporting valuations, including IFRS and UK GAAP.
We are used to challenges from client auditors and can provide robust justification for the valuation opinions we arrive at. In addition, where PKF are also appointed to provide financial statement preparation, we will work closely with our colleagues to ensure the valuation conclusions are fully integrated.
How we can help
- Purchase Price Allocation (PPA)
- Intangible asset valuations eg, Customer relationships, Brand, Technology
- Compensation, including share-based payments with market-based conditions
- Derivatives and hedging
- Complex equity and other complex financial instruments – eg, Convertible Loan Notes (CLN) and embedded derivatives
- Impairment reviews, including assistance with Value in Use (VIU) and discount rate assessments (Weighted Average Cost of Capital – WACC)
- IFRS 16 support, including calculations for Incremental Borrowing Rates (IBR)
- Deferred and contingent consideration payments recorded at fair value
Disputes and litigation
Our team brings years of experience in understanding commercial disputes and expertise delivering litigation advice to offer our clients robust valuation opinions.
How we can help
- Independent expert determinations
- Fairness opinions
- Expert witness services
- Expert advisory services
M&A transaction support
We work closely with our Capital Markets and Transaction Advisory specialists, as needed, to allow full value insight into any transaction that our clients are negotiating or executing.
How we can help
- Pre-deal consulting and post-deal PPA
- Valuations to support fundraising
- Non-cash consideration – Companies Act (Section 593)
- Value determination for Management Buyout (MBO)
Corporate restructuring
Our team will work closely with you to understand your business, its market positioning and will liaise with our Capital Markets and Transaction Services teams for their industry expertise, to provide an independent and robust valuation.
How we can help
- Fairness opinions
- Strategic and commercial valuation advice
- Valuation support for debt and equity funding
- Collateral valuations
- Intellectual Property (IP) valuations
Portfolio valuations
We can provide valuations for your full portfolio of investments, in line with the International Private Equity and Venture Capital (IPEV) guidelines.
How we can help
- Private Equity
- Venture Capital
- Infrastructure, including renewables
Tax valuations
The involvement of our Tax specialists throughout the valuation process ensures that you understand any tax consequences early on.
We have experience in successfully negotiating with the tax authorities on more complex matters. Where valuations are not required to be submitted to the tax authorities for approval, we ensure you have a fully supportable valuation in case of a future tax enquiry.
How we can help
- Family succession, IHT planning and for separation and divorce
- All forms of share valuations, including CSOP, EMI and EOT
- Valuation of shares and other assets held by departing employees
- Management incentive schemes
- Carried interest
- Capital Gains disposals
- Transfers of IP
