A sale or ownership discussion
Tell us whether you are considering a sale, investment, shareholder change or another commercial decision, and whether the whole company or a particular interest is involved.
Business Valuation Quote | Consult EFC
Tell us what you need to decide. We will help define the valuation and propose a clear scope before you commit.
Speak directly with Consult EFC about a commercial company or share valuation. Our fixed-fee proposal explains the deliverable, purpose, assumptions, responsibilities and timing, so you can judge whether the work fits your needs.
The valuation brief
A useful valuation quote prices a defined assignment, not just a number. The business, interest, purpose, date, information quality and intended audience determine the analysis and report needed.
Tell us the decision
Tell us whether you are considering a sale, investment, shareholder change or another commercial decision, and whether the whole company or a particular interest is involved.
Let us know the relevant valuation date, deadline and intended users. A historic event, tax matter or third-party reliance can change the brief.
An initial conversation can establish whether you have recent accounts, current trading information, ownership documents and a forecast. We agree how to address important gaps.
What changes the cost
A straightforward trading company with clean records and one share class can require different work from a group with several activities, a historic valuation date, incomplete information or complex preferences.
The report purpose also matters. A commercial planning brief is different from a tax-specific share event, expert evidence or a valuation needed for a particular accounting framework. Any submission, negotiation or additional user reliance must be considered explicitly.
We agree a fixed fee for the stated scope, with VAT treatment, exclusions and any potential additional work made clear. We do not publish a universal fee that implies every business requires the same analysis.
Explore the detail
This illustration explains selected relationships between entered earnings, an assumed multiple and equity adjustments. It does not assess your business, choose the multiple or set a professional valuation fee.
Enterprise value = entered earnings × assumed multiple. Equity illustration = enterprise value + cash − debt + the entered other adjustment. Before fees, tax, share-class allocation or transaction terms. This is an illustration, not a valuation.
Each cell changes the entered earnings by up to 10% and the assumed multiple by up to 20%. These are chosen sensitivities, not market ranges. Equity adjustments are excluded from the table.
| Assumed multiple | 10% lower base | Entered base | 10% higher base |
|---|
What a useful proposal explains
Your proposal should identify the subject, purpose, valuation date, basis, methods or work expected, deliverable and intended use. It should also explain responsibilities for information, specialist input, timing and any discussion or handover.
A supported report should make the reasoning visible. The underlying records and forecast assumptions still need to be assessed; a long document or a sophisticated spreadsheet does not prove that the conclusion is reliable.
Explore our independent valuation service for the report approach, or compare valuation briefs if you are unsure whether you need commercial, SaaS, tax, growth-share or IP work.
Your first conversation
Use the form to describe the business, purpose, interest and any deadline. Please leave confidential financial records out of the initial message.
We clarify what is needed to scope the assignment and arrange an appropriate process for sensitive documents.
Consider the work, fee, VAT treatment, responsibilities and timing before instructing us. An introductory call creates no obligation to proceed.
Methodology
Relate an appropriate performance measure to relevant evidence. Normalisation, comparable rights, scale, risk and transaction terms need a reasoned assessment.
Assess the timing and risk of future cash flows, reinvestment and funding needs. Forecasts, terminal assumptions and the discount basis can materially affect the answer.
Consider relevant assets and liabilities on the agreed basis. Book amounts are not automatically economic values, and specialist property or asset input may be required.
No single method is right for every business. Share-class allocation, minority interests, tax bases and IP rights can require further analysis rather than a mechanical percentage or discount.
Your deliverable
01 / Brief
The subject, rights or interest, intended use and users are identified. A report for one purpose should not be assumed suitable for another.
02 / Evidence
The financial records, relevant documents and other evidence used are identified, with material limitations and assumptions made clear.
03 / Analysis
The selected approach and important assumptions are explained. The work should show the relationship between the evidence and the conclusion.
04 / Conclusion
The agreed report or other deliverable sets out the result, limitations and intended use. A walkthrough helps you understand the findings and the next questions.
The exact deliverable is agreed for your brief. Specialist advice, additional reliance, submissions, negotiations and follow-up work are included only where expressly scoped.
An agreed working process
Agree the business, interest or asset, purpose, date, intended use, deliverables, responsibilities, fixed fee and VAT treatment.
Assess the available financial and commercial evidence and identify missing information or specialist input.
Apply the agreed methods, investigate material assumptions and consider relevant sensitivities or allocation questions.
Provide the agreed deliverable and discussion, with limitations and next steps made clear.
Read further
From the journal
Understand the detail, then discuss the scope needed for your business.
From the journal
Understand the detail, then discuss the scope needed for your business.
Your questions
Yes. We first establish the assignment, information and complexity, then agree a fixed fee for the defined scope with VAT treatment and exclusions stated.
A short description of the business, valuation purpose, shares or assets involved, relevant date, intended users and any deadline is enough to begin the scope discussion.
No. Please do not send confidential records in the initial website message. We agree what information is needed and an appropriate transfer process.
The introductory conversation is free and without obligation. We agree any paid work and engagement terms before starting.
Yes, if that is the agreed brief. Cap-table complexity, preferences, restrictions and required allocation work can affect the scope and fee.
Availability and delivery timing are confirmed after assessing the brief and information. A specific completion date should not be assumed before that discussion.
The report needs to suit the purpose and intended users. Compare scope, evidence, responsibilities and limitations, as well as price.
No. A valuation can support a defined commercial decision without launching a sale process. Any business sale advisory work is agreed separately.
Work directly with the adviser
Tell us the decision, the interest or asset and any important date. We will help define the work.
Kishen Patel leads Consult EFC engagements. He is an ICAEW Chartered Accountant with a background in Big Four audit, investment banking and corporate advisory. Consult EFC has advised 100+ businesses and remains sector agnostic.
Our fixed-fee proposal explains scope, intended use, responsibilities, timing and VAT treatment before work starts. A free introductory conversation does not commit you to an engagement.
Not sure what information you need? Try the free valuation readiness scorecard to organise your starting questions. It is a planning aid, not a valuation.