Optival's Pre-Sale Valuation is a fixed-fee £3,500 + VAT in-depth valuation for UK SME owner-directors preparing to sell. We help you set a credible asking price, test buyer offers with multiple methodologies, and avoid leaving money on the table during negotiations.
What's included
- Detailed valuation with multiple methodologies (earnings multiples, DCF, NAV cross-check)
- Scenario analysis (base / upside / downside)
- Negotiation anchors and value drivers identified
- Independent written report you can share with buyers and advisers
- Fixed fee £3,500 + VAT, agreed in writing before any work starts
When to commission a Pre-Sale Valuation
- Before going to market — to set a credible, defensible asking price
- Before responding to an unsolicited offer — to know whether the offer is fair
- During negotiations — as an evidence-based reference point
- Ahead of a management buyout — to align expectations between vendor and management
Why owner-directors choose Optival
- Independent of the deal advisers — we don't act as broker or corporate finance lead, so the analysis stays objective
- Robust evidence base — comparable transactions, listed company multiples and DCF triangulation, fully documented
- Built for negotiation — clear anchors and sensitivities you can use with buyers
- Fixed fee £3,500 + VAT — agreed upfront, no hourly billing
Frequently asked questions
How much does a Pre-Sale Valuation cost?
£3,500 + VAT, fixed fee, agreed in writing before any work starts. More complex situations (groups, multiple share classes, cross-border) are quoted under our Bespoke offer.
How does an independent valuation help in negotiations?
It provides a neutral, evidence-based reference point that anchors the negotiation. It helps you defend price against an opportunistic offer and gives you clear documentation to evidence that you have considered value properly.
Can you work alongside my solicitor or accountant?
Yes. We routinely work alongside the client's existing solicitor, accountant and corporate finance adviser. Our role is the independent valuation analysis; theirs is legal, tax and deal execution.
At what stage should I commission a Pre-Sale Valuation?
Ideally before serious price discussions begin, so the negotiating position is set on a defensible basis.