Company Valuations and Share Valuations (UK HMRC-Compliant Expert Advice)
Expert Company Valuation and Share Scheme Valuation Services in the UK
Need a reliable company valuation or share valuation that is fully HMRC-compliant and defensible?
At David Craddock Consultancy Services, we provide specialist company valuations, share valuations, and share scheme valuation advice for UK businesses.
Our valuations are designed to withstand HMRC scrutiny and are widely used for:
- Employee share schemes (EMI, CSOP, SIP, SAYE)
- Company sales and acquisitions
- Succession planning and management buyouts
- Share restructuring and trust arrangements
- Tax planning and reporting
What is a Company Valuation?
A company valuation is the process of determining the economic value of a business as a whole.
It is commonly required for:
- Share issues and transfers
- Employee ownership schemes
- Business sales or acquisitions
- Tax and HMRC reporting purposes
Because private companies do not have a public market price, valuations must be carefully constructed using accepted financial methodologies.
👉 A professional company valuation ensures accuracy, compliance, and defensibility under HMRC review.
Share Valuations Explained
A share valuation determines the value of individual shares within a company.
This is essential for:
- Employee share schemes
- Share option pricing (EMI & CSOP)
- Transfers between shareholders
- Trust-based share arrangements
- Exit planning and succession
Share Valuation vs Company Valuation
- Company valuation = value of the whole business
- Share valuation = value of individual shares within that business
Both are critical in employee ownership and tax planning structures.
Share Valuations for Employee Share Schemes
We specialise in share scheme valuations for HMRC-approved arrangements, including:
- Enterprise Management Incentives (EMI)
- Company Share Option Plans (CSOP)
- Share Incentive Plans (SIP)
- Save As You Earn (SAYE)
These valuations ensure:
✔️ Correct option pricing
✔️ HMRC compliance
✔️ Tax efficiency for employees and employers
✔️ Reduced risk of disputes or adjustments
Why Accurate Company and Share Valuations Matter
HMRC applies strict scrutiny to valuation submissions.
An incorrect valuation can result in:
- Unexpected tax liabilities
- Penalties or adjustments
- Rejection of share schemes
- Disputes during transactions
A professionally prepared valuation ensures your position is defensible, compliant, and robust under review.
Our Valuation Expertise
With over 35 years of experience, David Craddock provides expert guidance in:
Company Valuation Services
- Whole company valuations
- Minority interest valuations
- Business sales and acquisitions
- Succession planning valuations
Share Valuation Services
- Employee share scheme valuations
- Growth share and option valuations
- Trust and ESOT valuations
- Internal share pricing structures
HMRC-Compliant Share Valuation Advice
We provide valuations that meet HMRC expectations and help clients:
- Agree valuations with HMRC where required
- Support share scheme approvals
- Reduce tax risk exposure
- Maintain compliance across ongoing schemes
⚠️ With HMRC no longer offering routine valuation checks, independent expert valuation is now more important than ever.
Why Choose David Craddock for Share Valuations?
✔️ Over 35 years of specialist valuation experience
✔️ Trusted HMRC technical expertise
✔️ Proven track record in complex valuation cases
✔️ Deep experience in employee share schemes
✔️ Clear, defensible valuation reports
David Craddock also serves as Technical Secretary to HMRC valuation working groups, giving clients rare insight into how valuations are assessed.
Our Company and Share Valuation Process
- Initial consultation and fact-finding
- Financial and market analysis
- Application of valuation methodology
- Draft valuation report
- Review and refinement
- HMRC submission support (if required)
Who We Work With
We provide valuations for:
- Private companies
- SMEs and high-growth businesses
- Corporate groups
- Employee-owned companies
- Legal and tax advisers
Frequently Asked Questions
What is the difference between company valuation and share valuation?
A company valuation determines the total business value, while a share valuation determines the value of individual shares.
Why is a share valuation important for HMRC?
HMRC requires accurate valuations for employee share schemes and tax compliance to ensure correct reporting and tax treatment.
How long does a company valuation take?
Typically between a few days for analysis and several weeks if HMRC approval is required.
📞 Speak to a Valuation Specialist
Need a company valuation or share valuation you can rely on?
David Craddock provides expert, HMRC-compliant valuation advice for UK businesses.
📞 Call 01782 519925
📩 Email enquiries@dcconsultancyservices.com
Speak to us today to ensure your valuation is accurate, compliant, and defensible.