Expert Company Valuations and Share Valuations
Need a precise, HMRC-compliant share valuation for your business? Don’t risk non-compliance, and work with our company valuation experts who deliver accurate, defendable valuations that stand up to HMRC scrutiny.
Why Are Independent Share Valuations Essential?
Whether you’re implementing an employee share scheme or need a company valuation for tax purposes, ensuring your valuation meets HMRC standards is crucial. HMRC’s Shares & Assets Valuation Office assesses valuations for tax-advantaged share schemes, and securing their approval requires expertise.
Our expert share valuations help businesses:
✔️ Meet HMRC compliance requirements
✔️ Avoid tax-related pitfalls and challenges
✔️ Negotiate favourable outcomes with HMRC
✔️ Secure accurate company valuations for restructuring or employee ownership
Why Choose David Craddock Consultancy Services?
✔️ Dual Expertise – David Craddock is both an expert in employee share schemes and a specialist in company valuations
✔️ Trusted Authority – Technical Secretary of the Worked Examples Group on Share Valuations, working closely with HMRC
✔️ Proven Track Record – Extensive experience negotiating valuations for tax efficiency and share scheme compliance
✔️ Industry Recognition – Author of Tolley’s Guide to Employee Share Schemes and contributor to leading financial publications
View our Share Valuation flyer.
Valuation Services We Offer:
✔️ Employee Share Scheme Valuations – Ensuring your scheme aligns with HMRC regulations
✔️ Whole Company Valuations – Accurate assessments for business sales, restructuring, or investment
✔️ Portfolio Stock Valuations – Supporting strategic financial planning
⚠️ HMRC has withdrawn Post-Transaction Valuation Checks and PAYE Health Checks, making expert guidance more important than ever. Don’t leave your valuation to chance, partner with a specialist to protect your interests.
📞 Call us today at 01782 519925 or 📩 email enquiries@dcconsultancyservices.com to schedule a consultation.
‘Respected for his ability to find solutions in testing cases, David offers his services for a single standalone valuation or for application to an employee share scheme, a management buyout or share or company reconstruction.’
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Why You Need David as the Quality Choice for Your Share Valuation Assignment
In March 2016, HMRC withdrew its service on Post-Valuation Transaction Checks and PAYE Health Checks, leaving a high level of uncertainty in the market on the values that are attached to the transactions. Furthermore, HMRC has the right to pick out at random any case for detailed scrutiny and challenge. In this testing environment, you need a quality valuation that can develop a result that is capable of withstanding a robust attack by HMRC.
David can assist you with any of the following company share valuation assignments:
Equity Valuation ♦ Whole Company Valuation ♦ Minority Interest Valuation ♦ Employee Share Scheme Valuations
Value Impairment Assessments ♦ Value Shifting Assessments ♦ Portfolio Stock Valuations
Stock-Based Remuneration/Compensation Assessments ♦ Intangible Asset and Intellectual Property Valuations
David Craddock Consultancy Services offers the following services:
To undertake an independent valuation
To negotiate and agree on a valuation with HMRC
To advise on the valuation implications of different potential employee share schemes
To advise Boards of Directors on current company value positions
To determine valuations for internal trading through an employee share trust
To establish value positions that can be frozen into particular classes of shares
Our Company Valuations Expertise
David Craddock offers over 35 years of experience in share valuations, specialising in:
♦ Employee Share Scheme Valuations
♦ Whole Company Valuations
♦ Minority Interest Valuations
♦ HMRC Negotiations
♦ Value Impairment Assessments
♦ Intangible Asset Valuations
Our Share Valuation Process
At David Craddock Consultancy Services, we follow a rigorous process to ensure accurate and HMRC-compliant share valuations:
♦ Initial consultation and data gathering
♦ In-depth analysis of financial statements and market conditions
♦ Application of appropriate valuation methods
♦ Draft valuation report preparation
♦ Review and finalisation
♦ Submission to HMRC for approval (when required)
Why Choose David Craddock Consultancy Services for Company Valuations?
♦ Experienced team of valuation experts
♦ A tailored approach to each client’s unique needs
♦ Utilisation of multiple valuation methods for accuracy
♦ Clear, concise reports with actionable insights
♦ Ongoing support and advice
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Testimonials of David Craddock’s work on Share Valuations for Employee Share Schemes
“Thank you for guiding my company over the years in annual valuations for purposes of trading with the employee share trust that we established for the delivery to our employee share scheme participants.”
“As a practising solicitor, I have been pleased to draw upon David’s specialist valuation skills that are evidenced in his reports that are very readable and understandable to a layman and yet addresses with great competence the technical issues of the case.”
“David always starts his cases with me by listening to all the facts of the case and determining precisely the objectives. He then produces the answer based on a thorough knowledge of the valuation methodologies.”
“I was amazed at the solution that David produced that received a clearance from HMRC when I had almost given up on ever finding a way out of the mess that I was in. With laser-like accuracy, David focused in on the elements that he needed for the defence.”
Magazine for Chartered Accountants – The Valuation Implications for Employee Share Scheme. 1555-Chartam-Win-18 David Craddock DPS LR (004)
If our Employee Share Scheme or our regular Share Scheme service interests you, then please get in touch.
Frequently Asked Questions on Share Valuations
- What types of companies do you provide share valuations for?
Share valuations are typically provided for:
- Private companies with unquoted shares
- Companies implementing employee share schemes like Enterprise Management Incentives (EMI), Share Incentive Plans (SIP), Company Share Option Plans (CSOP), and Save As You Earn (SAYE) schemes
- Companies of various sizes, from small startups to larger enterprises with assets up to £30 million (for EMI schemes)
- Companies across different industries and sectors
- How long does a typical share valuation process take?
The share valuation process typically takes:
- 3-5 business days for a valuation provider like David Craddock to perform the initial valuation analysis and deliver a report
- It takes about 30 days for HMRC to review and approve a company valuation
- In total, the process from requesting a valuation to receiving HMRC approval usually takes around six weeks
- Can you help with HMRC disputes regarding share valuations?
Professional valuation services typically can assist with HMRC disputes regarding share valuations. This may involve:
- Negotiating with HMRC on behalf of the company
- Providing additional supporting documentation or analysis to justify the proposed valuation
- Addressing any concerns or questions raised by HMRC during the review process
- Assisting with appeals or resubmissions if necessary
It’s important to note that working with experienced valuation professionals who understand HMRC requirements can help minimise the likelihood of disputes and facilitate a smoother approval process.