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Business Valuation

The need to estimate the value of a business can arise for many reasons outside the realm of corporate finance.  These can include:

  • Taxation – Inheritance Tax, Capital Gains Tax, employee share schemes
  • Probate
  • Matrimonial proceedings – including single joint expert reports under Family Procedure Rules
  • Disputes between business partners or fellow shareholders

Business valuation is not a precise science, as there are many different variations and influencing factors to take into account. Businesses are unique and this is why we take the time to build up a clear understanding of the way in which you operate and the sector you work within.

Using robust valuation models, combined with a detailed picture of your business and all that it entails, our experienced team will deliver an objective valuation upon which you can rely.

How We Add Value

  • Using our expertise and experience to agree valuations with HMRC
  • Liaising with lawyers, property valuers and other advisers to provide a service tailored to your needs
  • Providing a quick and efficient service to meet Court deadlines
  • Advising on the tax implications of proposed courses of action and suggesting tax efficient alternatives to achieve your goals
  • Reviewing and evaluating business accounts and valuations prepared by others

Our
Experts

Clare Goodswen
Partner
BIO
Clare joined M+A Partners as Director of Personal Taxation and Private Client Services in 2008, having trained as an accountant with another firm. She specialised in private client work in 2001 and qualified as a Chartered Tax Adviser in 2005, taking the top spot in East Anglia.

Clare’s areas of specialism include all aspects of income tax, capital gains tax, and inheritance tax, with a particular focus on complex tax planning, high-net wealth individuals, and tax planning using trusts. She is well known in Norwich for her client-focused approach to tax planning and her ability to provide effective solutions to minimise personal tax liabilities.

Clare says “Having trained as an accountant before specialising in tax helps me to provide a commercial approach to the constantly changing challenges that face our clients when planning their tax affairs”.

Clare is a member of the committee for the local branch of the Chartered Institute of Tax.

Clare is also:

Chairman of the East Anglian branch of The Chartered Institute of Tax; Committee Member of Norfolk Professionals Joint Institutes
EXPERTISE
  • Accounting Services
  • Personal Taxation and Private Client
  • VAT
CONTACT
Scott Lindsay
Partner
BIO
Scott is a Chartered Accountant, with prior experience of working within industry as a Finance Director and as an Investment Executive in private equity. Scott became a Partner at M+A in January 2017.

Scott has successfully completed corporate finance mandates covering a number of disciplines, including: acquisitions and company sales; management buy-outs; raising private equity and bank debt; preparation of business plans and financial projections; and due diligence.

He has worked with a broad range of clients, from owner-managed businesses to large groups and his areas of specialism include leisure, business services, and property.

Scott draws upon his previous experience as a Finance Director in order to understand his client’s needs and provide specialist-tailored advice. His clients find reassurance in the fact that he has practical experience in post-acquisition business integration and change management.
EXPERTISE
  • Business Valuation
  • Corporate Services
  • Corporate Taxation
CONTACT
Steve Dack
Tax Consultant
BIO

Steve joined M+A Partners in 1997, having completed a degree in Law. He qualified as a member of the Association of Taxation Technicians in 2000 and became a Fellow of the Association in 2011. He qualified as a Chartered Tax Advisor in 2002.


Steve helps businesses and individuals with their tax planning and compliance needs whilst providing technical support to colleagues. He has particular experience of owner-managed businesses, including those potentially caught by the ‘IR35’ rules as well as undertaking business valuations for probate and matrimonial purposes. In 2019 he completed the ACCA Certificate in Business Valuations.


EXPERTISE
  • Business Valuation
  • Corporate Taxation
  • Personal Taxation and Private Client
  • Research and Development
CONTACT
OUR TEAM
WHAT OUR CLIENTS SAY

It really helps to know that us entrepreneurs can get on with our business knowing that there are first-class professionals at close hand to fully support our endeavours.

Our tax affairs, both business and private, have been well managed by M+A Partners for more than ten years and we very much appreciate the help and excellent advice available. Queries are quickly answered by e-mail or telephone by any of the team dealing with taxation matters whom we find efficient, knowledgeable, helpful and friendly. We also think that M+A offer a good reliable value for money service.

Our company is situated in the health sector which can be very difficult to understand but you and your team at M+A have always shown great insight in this area. I am really delighted to have moved to M+A as our accountants and having you as our dedicated partner has made it as smooth as possible a transition. I look forward to many more years working with M+A.

Having worked with Martyn Page and his tax team at M+A Partners, I remain consistently impressed with their ability to give clear, pragmatic and understandable advice in what is a very complex area. I have recommended the tax team at M+A Partners to clients for both personal and business matters and the feedback I have received has always been extremely positive.

Our taxation affairs are reasonably complex involving family trusts, tax planning and our annual tax returns. We enjoy a close and productive relationship with M+A and we particularly value the pro active nature of this relationship where potential issues are highlighted early so that appropriate planning can be made in good time.