A Guide to the Valuation of SMEs

Introduction

There are many situations when proprietors and directors will require an expert valuation of their company or shareholding including:

• The owner wants to know the value of his/her company
• Selling in the open market or establishing value for capital raising purposes
• Tax planning and negotiating share valuations with tax authorities
• Corporate worth and planning for retirement
• Succession planning and selling a majority or minority shareholding to management or family
• Offering share incentives (options) for key people and staff
• Shareholder disputes
• Matrimonial matters
• Valuation clauses in Articles of Association or Shareholder Agreement

This webinar will be of interest to auditors and tax advisors who wish to gain a greater understanding of this specialised and complex subject.

What You Will Learn

This webinar will cover the following:

• Occasions for valuing companies and their shareholdings
• Tax valuation and fair value distinguished from commercial value
• Value majority and minority shareholdings
• Drafting valuation clauses in agreements and in a company's constitutional documents

This webinar was recorded on 16th November 2015