Business valuations

A sale, a shareholder exit, an EMI scheme, a funding round, each one hinges on a number that has to hold up, to a buyer, to HMRC, to the other shareholders. Folio Partners builds valuations backed by real market and transaction data, evidenced and specific to your business.

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Folio Partners, What is the value of your business

Bespoke business valuations you can rely on

A valuation is only as good as the evidence behind it, so we treat every one as bespoke work, built from the ground up around your business, your numbers, your market, and the reason you need it in the first place. That shows up in how we approach it:

We take the time to understand why the valuation is needed, an EMI scheme, a sale, a shareholder exit, before any of the work itself begins.
We review your historical accounts, forecasts, shareholdings, shareholders' agreement and articles of association, so the valuation is grounded in your actual business, not assumptions.
We speak to the people running the business to understand the market and any comparable transactions they're aware of, and carry out our own research into the sector and recent transactional activity.
Where a full valuation report isn't necessary, we can provide a lighter-touch letter of opinion instead.

Three situations we see most often

1. Selling the business or exiting as a shareholder

A buyer, or the other shareholders, will test your number. It needs to survive that scrutiny, not just look reasonable on paper.

We build the valuation around the actual deal, whether that's a full sale, a partial exit, or one shareholder buying out another, so it holds up in the negotiation, not just in a vacuum.

2. Setting up an EMI or employee share scheme

HMRC will scrutinise the share price you use, and getting it wrong is expensive to unwind later.

We build the valuation using the same real market and transaction data behind our employee share scheme work, so it's defensible when HMRC reviews it, not just when you first submit it.

In practice: the valuation behind a recent EMI scheme for a growing digital marketing agency held up through HMRC's review and the wider restructuring around it. Read the case study

3. Raising a funding round or new investment

Investors will want to understand what they're actually buying into, and a credible valuation is often the first real test of whether the round holds together.

We ground the number in your financials, your market, and comparable transactions, so it stands up to investor diligence.

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