Pre-Sale & Transaction Support

Know what your business is really worth before going to market

An in-depth, independent valuation to anchor your asking price, test buyer offers and avoid leaving money on the table. Fixed fee from £4,500, draft report in 7-10 working days.

  • Anchor your asking price with evidence
  • Multi-method, defensible range
  • EBITDA normalisation & net-debt bridge
  • Adviser and buyer-ready pack
£4,500
Fixed fee, all in
7-10 days
Draft turnaround
Multi-method
Defensible range

Why sellers choose Optival

A specialist valuation team on your side - not a broker with a commission on the outcome.

Anchor Your Price

An independent value range you can defend in front of buyers, boards and advisers - so you don't leave money on the table.

Delivered on Time

Draft report typically within 7-10 working days, aligned with your deal timetable and buyer conversations.

Works with Your Advisers

We coordinate directly with your solicitor, accountant and corporate finance adviser, without duplicating their work.

Anchor your asking price with an evidence-based range
Test buyer offers against multiple valuation methodologies
Fairness opinion letter for board and shareholder use
Scenario analysis (base, upside, downside)
Protect directors from personal liability
Suitable for info memo and adviser sharing

From brief to signed report in 7-10 working days

Senior-led from day one, aligned with your deal timetable.

01

Scoping Call

Understand your objective - sale, buy-back, MBO or restructuring - and confirm scope and fixed fee.

02

Information Review

Financial statements, forecasts, cap table and any indicative offers on the table.

03

Valuation Analysis

Triangulate DCF, comparable companies and recent transactions to build a defensible range.

04

Report & Support

Deliver the full report, board pack and fairness opinion - plus follow-up support through the deal.

Fixed fee, no surprises

Pre-Sale Valuation - £4,500

Full valuation, fairness opinion and board pack. Draft delivered within 7-10 working days.

Background

Why transaction valuations matter

Whether you're a seller wanting to maximise returns, a buyer seeking to avoid overpaying, or a director needing to demonstrate fair dealing, an independent valuation provides essential protection - and a clear negotiating anchor.

For transactions involving connected parties, HMRC may scrutinise the price to ensure no hidden gifts or benefits are being transferred. An independent valuation creates a contemporaneous record of market value that can withstand future challenge.

Transaction Types We Support

Share Sales & Purchases

Whether you're buying or selling shares, an independent valuation establishes a defensible price and protects all parties.

Management buyoutsInvestor exitsStrategic acquisitionsMinority stake sales

Share Buybacks

Companies repurchasing their own shares need independent valuations to demonstrate fair value and protect remaining shareholders.

Treasury share purchasesEmployee share buybacksCapital restructuringDeferred consideration settlements

Corporate Restructuring

Complex reorganisations require robust valuations to satisfy HMRC, protect stakeholders, and support accounting treatment.

Group reorganisationsDemergers and spin-offsShare-for-share exchangesHolding company insertions

Funding Rounds

Establish pre-money and post-money valuations that satisfy existing shareholders and new investors alike.

Seed and Series fundingBridge financingConvertible note conversionsDown round documentation
Talk to a valuer

Preparing to sell your business?

A senior valuer will benchmark your business against recent UK SME deals and set out the range you can credibly defend with buyers.

  • Response from a senior valuer within 4 business hours
  • No obligation - scoping call and fixed-fee quote
  • Independent, HMRC-aware methodology

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Frequently Asked Questions

Common questions about independent valuations during business transactions.

Preparing to sell? Anchor your price first.

Get a fixed fee in writing and a defensible valuation aligned with your deal timetable.

Value my business