The Valuation Team

The Valuation Team: business valuations for UK SMEs

The Valuation Team is a British firm dedicated to business valuation and preparation for sale or exit. Its reports are presented as independent and suitable for court use, and are aimed at business owners, solicitors and accountants. The firm states it has valued more than 750 UK companies and its reports are accepted by HMRC, solicitors and accountants.

Valuation methodology

The team of analysts personally assesses over 50 quantitative and qualitative metrics using the TVT Business Quality Index™ and applies its proprietary TVT 5D Valuation Framework™. Each valuation is carried out by professionals and the firm is an associate member of Resolution.

Services and valuation scenarios

The firm covers a wide variety of situations where an independent valuation is required:

• Business planning: understanding the value of the business at any stage, especially when considering growth or exit plans. Management teams often take a professional valuation as a baseline and then re-evaluate it in their regular business planning processes to measure the value increase of their key strategies.
• Divorce: a professional valuation of the business is required when assets are being assessed and settlements agreed.
• Sale: an independent valuation of shares or business interests, usable by the owner or showable to potential buyers to ensure realistic offers. The firm notes that business broker costs are typically high and usually commit you to selling your business with that broker.
• Retirement of partners or shareholders: when a partner or director retires and disagreements arise over the value of their shares, an independent report audited by a chartered accountant helps balance negotiations.
• Probate: an independent valuation of the deceased's ownership, in coordination with solicitors and the company accountant.
• Disputes: in conflicts between shareholders or partners, an independent valuation determines the value of the ownership of those wishing to exit.
• Pension planning: valuations required in self-invested pension plans (SIPP) or small self-administered schemes (SSAS), particularly if borrowing against business premises; the firm works with the financial adviser or leasing company.
• EOT/MBO/MBI/EBI: management buyouts and buy-ins, common succession routes for owners looking to exit or parent companies wanting to dispose of a non-core business, require an independent valuation of the company.
• Borrowing: knowing and independently supporting the value of the business helps decision-making and is often required by the lender, whether for growth, cash flow, asset purchase, acquiring a competitor or consolidating debt.

Founder profile

Richard Brady, with 40 years of experience in financial services, corporate finance and mergers and acquisitions advisory, presents in a short video an overview of the firm and why SME owners need this service. Brady and his team, who have valued more than 700 UK businesses, work with owners, solicitors, accountants and shareholders across the UK.

Fees and turnaround

The site states that a review starts from £500 and a full valuation from £2,250 plus VAT. Typical turnaround is 7 to 10 days.

Location and contact

The Tannery, Kirkstall Road, Leeds, West Yorkshire, United Kingdom, LS3 1HS