About Us
Experienced
Our team is made up of experienced professionals, entrepreneurs and accountants who have worked within financial services, accountancy, mergers, acquisitions and business valuations for many years. We have dealt with thousands of companies over these years and understand the components that make up a business' value.
Tailored
This is not an automated service with an online tool that gives you an estimate of your business value. We offer a bespoke, friendly, efficient, personal and confidential service, with minimum fuss and professional results. Trusted by accountants, solicitors, financial advisers, HMRC and business consultants. The reports are specific and unique to your business and usually produced in days, not weeks. You have the opportunity to speak with one of the report writers with any questions that you may have. We use AI and a specialist database of companies to enhance, not produce our valuations and reports.
Audited
The Valuation Team's reports are audited by a UK firm of Chartered Accountants who are members of the ICAEW. They have spent time analysing our processes and reports and independently audit them using the same source material that we have collated.
About Us
Paul Williams
Director
Paul Williams has built a career in Financial Services mostly working in the City of London. Paul has a wide range of experience having trained as a quantity surveyor and then moved into financial services. Paul spent 30 years running a successful IFA practice in London advising companies and their directors.
Richard Brady
Director
Richard Brady has held executive roles with HSBC, Zurich and AIG and spent 20+ years as an entrepreneur and investor in a range of sectors including Technology, Recruitment, Property, Financial Services, Training, Construction, Facilities Management, Printing and Commercial Cleaning.
Ankita Lakhera
Analyst
Ankita is a Finance Analyst with a background in Financial Planning and Analysis, Budgeting/Forecasting, business valuations, and strategic planning. She has worked in senior finance roles at Accenture and Samsung SDS and has supported business partners with strategic decision-making.
Khaye Elma
Analyst
Khaye Elma is an Analyst with The Valuation Team. She has over ten years experience working in accounting with Accenture — in treasury, accounts payable, sales and fixed assets — and with AECOM in tax and compliance, as well as a UK specialist accountancy firm, focussing on management reports and year end accounts.
Duncan Lloyd ACA
Auditor
Duncan Lloyd ACA, is a member of the Institute of Chartered Accountants in England and Wales, a former finance director in multiple SMEs, and founder and managing director of Profit Genie Group Ltd, a firm of Chartered Accountants. Profit Genie specialise in profit and cash maximisation and use the Profit First cash management system.
Hugo Goodhew
Senior Analyst
Hugo supports The Valuation Team as a Senior Analyst, bringing strong analytical and commercial capability to our valuation and corporate finance assignments. He has over six years' experience as an Analyst and FP&A Manager, and holds a BSc (Hons) in Accounting and Finance together with AAT qualifications including the AATQB designation and the CFI's FMVA certification.
What do we do?
Our experienced team offer a bespoke valuation service for you or your clients' business, presented in a professionally written 20 page report which has been audited by a Chartered Accountants and arrives as three quality printed versions and a digital soft copy in pdf which is suitable for use with HMRC or in court for divorce or dispute purposes. We can also offer you advice on a range of areas that would potentially increase your business value.
How do we do it?
We are qualified financial professionals that use our experience to assess a wide range of bad data (financial statements and company data) along with soft data (background information about your business, products, processes and management). We then compare your business to c. 2,000 companies in the UK based on your sector. We assess the most appropriate valuation methods for example 'Discounted Cash Flow' or 'EBITDA Multiples', 'Universal Multiples' and more. This hands on experience is then enhanced with our proprietary Valuation Tool's algorithms. It assesses thousands of data points and to provide you with an independently assessed, professionally prepared business valuation.
How does it work?
Our initial consultation is free of charge. We ask you to provide us with financial statements and/or management accounts and ask you a range of questions to help understand more about your business and what makes it unique. It typically takes us four or five working days to assess the information and produce the valuation, before it is audited and a report is created and sent to you as a digital pdf and three quality hard copies (more copies can be requested if required).
We work with
