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Valuing a Family Business

Creating a valuation report and taxation advice on the settlement to the satisfaction of both parties.

we researched industry trends and forecasts and made comparisons

We were instructed to value a family business owned equally by husband and wife.  One party claimed that recent salaries and dividends had been unequal, contrary to the historical practice.  We investigated the previous two years bank payments and provided a clear analysis of relevant salaries and dividends.

The parties presented very different views of the immediate future of the business; we researched industry trends and forecasts and made comparisons with similar businesses.

Our valuation report which explained the reasons for our valuation, was accepted by both parties.  We were asked to give taxation advice on the settlement.

For any advice on the above issues get in touch for a no fee, no obligation consultation by email or by ringing 0292 082 9000.

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029 2082 9000 | 01685 872 028

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