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.
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.
In handling valuations, modelling, and financial advisory.
Buyers, investors, and advisers review several financial and commercial factors before agreeing on pricing or valuation ranges. Key factors include:
These factors often become central during negotiations, investor review, or HMRC enquiries when valuation assumptions are questioned.
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
Buying a Business
Fundraising
Our review focuses on financial records, forecasts, and commercial assumptions influencing valuation ranges during transactions, negotiations, or investment discussions.
Our work includes:
Valuation conclusions rely on financial evidence, so pricing positions can be defended during negotiations, reporting, or investor review.
When pricing discussions begin during transactions, disputes, or restructuring, valuation evidence is often required to support negotiation positions. Common examples include:
Early valuation helps prevent pricing disputes and provides financial evidence during investor or legal review.
We confirm the purpose of the valuation, transaction context, reporting requirements, and expected timeline.
We review statutory accounts, management accounts, forecasts, and relevant contractual documents.
Appropriate valuation approaches are selected based on financial performance, sector conditions, and the transaction context.
Financial models are applied to estimate valuation ranges and assess the impact of different performance scenarios.
Valuation conclusions, assumptions, and supporting analysis are reviewed before issuing the final valuation report.
“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
Review structure, profitability, and positioning of business
Prepare financial forecasts and supporting documentation for investors
Reviewing pricing models and tax risk related to cross-border compliance
Identifying the value gaps before sale discussions start
Analysis of key performance indicators and expansion reports
Assess all operational risks and resilience planning
We review revenue channels and commercial positioning
Business value is mostly affected by avoidable errors. The following issues commonly weaken negotiating positions:
Valuation analysis relies on verified financial evidence. The following documents are typically required before analysis begins:
