Optival's Shareholder Valuation is a fixed-fee £1,500 + VAT independent valuation for UK SMEs whenever shareholders change. We support owner-directors and their advisers when a partner is bought out, a new investor comes in, shares are transferred to family, or fair value needs to be documented for internal purposes.
Each report is prepared by a valuation specialist, applies HMRC-aware methodology and is written so it can be shared with co-shareholders, lawyers, accountants — and HMRC if needed.
When you need a Shareholder Valuation
- Buying out a partner or co-shareholder — to set a fair, defensible price
- Bringing in a new investor — to anchor the equity entry price
- Transferring shares to family — for succession or estate planning
- Documenting fair value — for shareholder agreements or pre-emption clauses
- Shareholder disputes — to provide an independent reference point
Our methodology
We apply the most appropriate methodology for your business and the purpose of the valuation, often combining several approaches to triangulate a defensible range.
- Earnings multiples (market approach) — calibrated to comparable transactions and listed companies
- Discounted cash flow (DCF) — where forecasts are reliable and growth is meaningful
- Net asset value (NAV) — for asset-rich or holding companies
- Discounts and premia — minority and marketability discounts where relevant to the specific shareholding
What's included
- Independent valuation of your company shares
- Written report with full methodology, assumptions and references
- Minority / marketability discounts where relevant
- Methodology suitable for HMRC and legal scrutiny
- Fixed fee £1,500 + VAT, agreed in writing before any work starts
Frequently asked questions
How much does a Shareholder Valuation cost?
£1,500 + VAT, fixed fee, agreed in writing before any work starts.
What information do you need?
Typically the last 3 years of statutory accounts, latest management accounts, current cap table and a short business overview. We share a clear information request once the engagement is confirmed.
Can the report be used for HMRC or legal purposes?
Yes. Reports are prepared to a standard suitable for HMRC submissions and for legal contexts such as shareholder disputes or estate planning, where an independent valuation is required.