Valuations of whole businesses or individual shareholdings may be necessary in connection with a variety of proposed or actual transactions:
- a trade sale or unsolicited offer for a company
- employee shareholder departure
- company purchase of own shares
- passing a family company to the next generation
- determination of “fair value” under Articles of Association or a shareholders’ agreement
We can and do advise clients directly in these situations. However many of our instructions come from accountancy and legal professionals seeking our specialist knowledge and assistance on behalf of their own clients.
Alongside many years’ experience as share valuers, Parmentier Arthur’s consultants have gained extensive “real world” knowledge from relevant senior financial positions in industry. This commercial background allows us to combine practical experience with share valuation theory, resulting in an authoritative opinion.
Our advice is always objective and independently reached.
HOW WE HELP
Need to settle a dispute over the value of a shareholding?
How much is your company worth?
Selling a minority shareholding. What is it worth?
Incorporating your sole trader business? What is the goodwill worth and what value will HMRC accept for tax purposes?
Making awards under a Management Incentive Plan? What is the value of the MIP shares for tax purposes?
Negotiations with HMRC at an impasse? Need a new perspective?
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Common risk on disposals of employment-related shares
Possibly one of the most neglected and common areas of Pay As You Earn (“PAYE”) failure is where shares are sold by employees or ex-employees – disposals of employment-related shares.
A refresher on the ‘safe harbour’ provisions in the MoU relating to management equity (Part 2)
Where not all conditions of the MoU are satisfied – is it possible to put some reliance on the principles of the MoU? If the ‘spirit’ of the MoU is satisfied, can management rely on it?
A refresher on the ‘safe harbour’ provisions in the MoU relating to management equity (Part 1)
Following the introduction of the employment-related securities legislation in the Finance Act 2003, there was significant uncertainty in relation to the tax implications for management acquiring shares in venture capital (“VC”) and private equity (“PE”) backed companies.