Valuation

Quantis has considerable experience in the valuation of shares and businesses, these include:

Shareholder disputes - whereby a director/shareholder leaves the business and the remaining parties purchase their shares.
S459 - when a prejudiced minority shareholder has sought to wind up the company.
Matrimonial settlements - one of the parties, usually the husband, has a shareholding in a business, which may well be the largest asset within the settlement.
Breach of warranty - whereby an acquired business' value is not what was represented by the vendors to the purchasers.
Employee Share Schemes - involving the placement of shares into Employee Benefit Trusts which may be exercised through share options at a later date.
Retirement - a valuation is required for approval by the Inland Revenue upon the sale of a business at retirement.
Incorporation - should an unincorporated business become a limited company, a valuation of the shares subscribed for may be necessary.
Compulsory Purchase Orders - should a business be entitled to an extinguishment basis of compensation, the value of the company prior to the serving of the Order is required.

We act on behalf of the Institute of Chartered Accountant's Presidents Appointment Scheme in such matters and also as an Arbitrator. We have a good relationship with H.M. Revenue & Customs' Share Valuation Division and have agreed several valuations with them on behalf of clients for capital gains tax, inheritance tax and employee share scheme purposes.