5th October 2027

TIMING

COURSE CODE

OC05A7

SPEAKER

David Bowes

OBJECTIVES

Many accountants carry out valuations of shares and businesses only infrequently, and many more would like to be able to add valuation to their portfolio of services. This course covers all the basic valuation concepts and principles, concentrating on the smaller entities that comprise the overwhelming majority of businesses in the UK. Therefore, both for beginners or occasional valuers who feel that they might benefit from an update or refresher, this half day session is highly recommended.

WHO SHOULD ATTEND?

Partners, managers and staff who may become involved with share and business valuation issues, whether in practice or in industry, and for all purposes, including shareholder disputes, tax including employee share awards, incorporation, divorce, trustee transactions and other sales and purchases of shares and businesses.

TOPICS

Presented by a former member of Shares Valuation Division, now Shares & Assets Valuation (SAV) who has many years of experience in dealing with that specialist share and business valuation department of HMRC on behalf of taxpayers, it will enable practitioners to achieve agreement of the most advantageous values for their clients. It will highlight those all important negotiations with SAV, including valuations of shares for EMI options and goodwill on incorporation. However, it also deals with the many valuation principles likely to be of application in non-tax situations, and discusses the crucial issue of discounts.

The topics to be covered will include:

•  Valuations of smaller companies and unincorporated businesses
•  Different types of shares
•  Accounts’ analysis
•  Valuation methods – earnings, assets, dividend yield, industry customs
•  Comparability
•  Market value
•  Tax valuations and negotiating with SAV
•  Adjustments to profits
•  Information for valuation purposes
•  Goodwill

VENUE

This course will be available live online. You will be emailed the link to join two days before the course date.

DISTRICT

All

COURSE FEE

 £115+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £67.00+VAT per place).