The Strategic Indicator is a concise, expert indication of value for UK SME owners and directors who want to know what their company is worth — before any transaction or formal process. It is prepared by valuation specialists for a fixed fee of £600 + VAT.
Right for you if
- You're an owner-director who wants to know what your business is worth today.
- You're considering succession, exit or fundraising in the next 1–3 years.
- You want a specialist view before approaching advisers, buyers or investors.
- You'd like to track your company's value over time.
Not right for you if
- You need a report for HMRC (EMI, share scheme, restructuring) — see our EMI Valuation.
- You're in active negotiations with a buyer or shareholder — see Pre-Sale Valuation.
- You need a fully documented report you can share with third parties — see Shareholder Valuation.
What's included
- Indicative valuation range with clear methodology.
- Concise written summary.
- Key value drivers and sensitivities highlighted.
- Confidential, prepared by a valuation specialist.
Optival provides independent valuation advice and is not a regulated tax adviser.