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Business Valuation Services in the UK

Entering negotiations, fundraising, or a shareholder dispute without a defensible valuation can weaken your position and expose businesses to underpricing or overpaying during transactions. We assess financial performance, forecasts, and transaction context to confirm valuation ranges before pricing discussions begin.  

  • Independent valuation based on financial evidence
  • EBITDA, DCF, and comparable transaction analysis
  • Valuation reports for transactions and disputes
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Legend Fusions is the UK advisory brand evolved from Legend Financial & Tax Advisers, unifying tax, compliance, and advisory services under one international group.

Serving clients in London, Bolton, Milton Keynes and throughout the UK. 

Valuation Methods We Use

We review financial performance, forecasts, and transaction context before selecting valuation methods commonly used in UK transactions and negotiations.
  • EBITDA multiples based on normalised earnings
  • Discounted cash flow (DCF) valuation models
  • Comparable company and transaction analysis
  • Net asset valuation for asset-heavy businesses
  • Scenario modelling and valuation sensitivity testing
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years experience
+

In handling valuations, modelling, and financial advisory.

What Affects Business Valuation

Buyers, investors, and advisers review several financial and commercial factors before agreeing on pricing or valuation ranges. Key factors include:

  • Earnings performance (EBITDA) and the stability of operating profit
  • Revenue growth trends and profit margins over recent years
  • Customer concentration and industry risk exposure
  • Strength of management and competitive position
  • Forecast reliability and expected future cash flows

These factors often become central during negotiations, investor review, or HMRC enquiries when valuation assumptions are questioned. 

Valuation for Selling, Buying or Fundraising

Selling a business, acquiring a company, or raising capital requires a defensible valuation range before pricing discussions begin. Our review focuses on the following situations:

Selling a Business

  • Confirm valuation range before negotiations begin
  • Assess working capital positions
  • Review adjusted EBITDA to reflect underlying earnings

Buying a Business

  • Compare seller forecasts with historical performance
  • Identify valuation risks before due diligence

Fundraising

  • Confirm equity pricing before investor entry
  • Prepare dilution modelling
  • Test forecasts under different scenarios  

What Our Business Valuation Advisory Services Offer

Our review focuses on financial records, forecasts, and commercial assumptions influencing valuation ranges during transactions, negotiations, or investment discussions.

 Our work includes:

  • Review statutory accounts and management accounts
  • Assess financial performance and earnings quality
  • Apply appropriate valuation methods based on transaction context
  • Review forecasts, assumptions, and financial modelling
  • Identify risk factors affecting valuation ranges
  • Prepare valuation summaries suitable for negotiations or reporting

Valuation conclusions rely on financial evidence, so pricing positions can be defended during negotiations, reporting, or investor review.  

When Do You Need a Business Valuation?

When pricing discussions begin during transactions, disputes, or restructuring, valuation evidence is often required to support negotiation positions. Common examples include:

  • Preparing for the sale or partial disposal of a business
  • Acquisition discussions reaching advanced negotiation stages
  • Investment rounds requiring equity valuation
  • Shareholder disagreements about ownership value
  • Court proceedings or divorce involving business interests
  • Exit planning before approaching buyers or investors
  • Tax planning or restructuring requiring valuation evidence

Early valuation helps prevent pricing disputes and provides financial evidence during investor or legal review. 

How Our Valuation Process Works

Our valuation work follows a clear process, so the analysis supporting the valuation can be used during negotiations, reporting, or investor discussions.

Discovery and Scope:

We confirm the purpose of the valuation, transaction context, reporting requirements, and expected timeline.

Financial Review

We review statutory accounts, management accounts, forecasts, and relevant contractual documents.

Method Selection

Appropriate valuation approaches are selected based on financial performance, sector conditions, and the transaction context.

Modelling and Sensitivity

Financial models are applied to estimate valuation ranges and assess the impact of different performance scenarios.

Delivery and Discussion

Valuation conclusions, assumptions, and supporting analysis are reviewed before issuing the final valuation report.

Client Feedback We Get

“The capital allowances review was thorough and clearly explained. Qualifying expenditure was identified accurately, and the claim was prepared in line with HMRC requirements.”

Commercial Property Owner, UK

“The process was handled professionally from start to finish. The figures were clear, the documentation was well prepared, and HMRC queries were managed without disruption.”

Finance Director, UK

“Clear advice, no overstatements, and strong technical knowledge. The allowances were integrated correctly into our tax computations, giving us confidence in the final submission.”

Company Director, UK

View all client reviews.

Related Advisory Services

Business Strategy Support

Review structure, profitability, and positioning of business

Business Plans

Prepare financial forecasts and supporting documentation for investors

Transfer Pricing

Reviewing pricing models and tax risk related to cross-border compliance

Exit Value Accelerator

Identifying the value gaps before sale discussions start

Business Growth

Analysis of key performance indicators and expansion reports

Business Continuity Planning

Assess all operational risks and resilience planning

Marketing Strategies

We review revenue channels and commercial positioning

Common Business Valuation Situations We Handle

Transaction and Exit Events

  • Confirm pricing before a business sale or partial exit
  • Review acquisition value before agreements are signed
  • Assess equity value before buyouts and ownership transfers
  • Confirm valuation position before exit planning begins

Investment and Capital Raising

  • Equity valuation during fundraising rounds
  • Assess investor entry and dilution impact
  • Review forecasts supporting investor pricing decisions
  • Model valuation changes against performance scenarios

Tax and Restructuring Events

  • Valuation evidence requested during HMRC enquiries
  • Assess valuation impact during group restructures
  • Capital gains tax valuation before reporting
  • Business asset disposal valuation for tax planning

Shareholder and Legal Disputes

  • Prepare buy-out valuations between shareholders
  • Assess fair value in minority shareholder disputes
  • Valuation reports for court proceedings and settlements
  • Divorce proceedings involving business ownership interests

Mistakes That Reduce Business Value

Business value is mostly affected by avoidable errors. The following issues commonly weaken negotiating positions:

  • Entering negotiations without a documented valuation range
  • Ignoring working capital adjustments affecting transaction pricing
  • Relying on headline revenue multiples instead of earnings
  • Presenting forecasts without supporting financial evidence
  • Delaying valuation until disputes or negotiations escalate

What Information We Need

Valuation analysis relies on verified financial evidence. The following documents are typically required before analysis begins:

  • Last 3 years statutory accounts
  • Latest management accounts
  • Forecast model with supporting assumptions
  • Debt schedule and financing arrangements
  • Shareholder agreements and shareholding structure
  • Major commercial contracts
  • Details of pending transactions or restructuring events

 

Locations We Cover

We provide business valuation services across the UK, supporting clients remotely with in-person consultations available in London.

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Helpful Business Valuation Resources

Understanding EBITDA multiples in private company valuations

Understanding EBITDA multiples in private company valuations

How discounted cash flow models are applied

How discounted cash flow models are applied

Valuing minority shareholdings in UK disputes

Valuing minority shareholdings in UK disputes

Frequently Asked Questions About Business Valuation

Which valuation method will apply to my company?
The method depends on financial performance, forecast visibility, sector conditions, and transaction context. Most valuations combine recognised approaches such as EBITDA multiples, discounted cash flow, and comparable company analysis.
Valuation typically requires statutory accounts, management accounts, financial forecasts, debt schedules, shareholder agreements, and key commercial contracts.
Yes. When profits are limited, valuation may rely on asset values, forecast recovery, or comparable transactions in the same sector.
Timelines depend on the complexity and availability of financial records. Most valuation assignments are completed within two to six weeks.
Yes. HMRC may review valuation assumptions, financial evidence, and comparable transactions during enquiries, particularly in tax reporting or restructuring situations.
Yes. Investors usually require an evidence-based equity valuation supported by financial forecasts and sensitivity analysis before committing capital.
Yes. Minority shareholdings are often discounted because they lack control and are more difficult to sell.
Key factors include EBITDA performance, revenue growth, profit margins, sector conditions, management strength, and customer concentration.
Yes. We undertake valuation assignments in Hounslow, Stratford, Bolton, and support clients across the UK remotely.

Discuss Your Valuation Requirements

Valuation should be reviewed before negotiations, reporting deadlines, or dispute proceedings begin. Early assessment helps clarify pricing assumptions and manage potential tax exposure.
Request Valuation Consultation