Business valuations in North East
Business and share valuation support for owners, shareholders and buyers in North East. Discuss a sale, acquisition, ownership change or written valuation report with ICAEW Chartered Accountants.
Supporting businesses
across North East
Newcastle, Sunderland, Durham, Middlesbrough, Northumberland and Teesside. Enquiries are welcome from businesses throughout the region, including smaller towns and rural areas.
Consultations and information review are arranged remotely. There is no local office implied by this page. Tell us your location, the valuation purpose and your decision timetable so we can discuss an appropriate scope.
A practical starting point
- Signed order book and forecast gross margins
- Retention balances and project cash flows
- Delivery capacity and contract obligations
These are prompts for the example below. The information needed for your business will be agreed individually.
A project-led company: signed work versus pipeline
For a contractor or engineering business, an impressive pipeline is not the same as contracted income. A valuation should consider the certainty, timing and expected margin of future work alongside delivery risk.
Separate signed contracts from bids and early discussions. Explain variations, retention balances, performance obligations and the resources required to complete the work. Reconcile project reporting to the financial accounts.
Make the brief
specific to you.
Tell us whether you need a whole-business or shareholding valuation, who will use it and the date it should relate to. Explain any proposed transaction and the documents currently available.
A valuation range is sensitive to the evidence and assumptions. We agree the fee and intended deliverable before starting; no value or transaction outcome is promised.
Explore the relevant valuation service ↗Build your valuation brief
Choose your purpose for a practical preparation list. No financial details are needed.
Start with sustainable earnings
Prepare the trading history, explain the owner’s role and identify the assets and liabilities included in the sale.
- Recent accounts and current management figures
- Owner remuneration and exceptional costs
- Customer concentration and major contracts
UK-wide coverage
Connect the project location to delivery obligations
For a project-led business, a contract may require travel, temporary facilities or specialist teams away from its base. Explain those costs and the timing of cash receipts. A pipeline list should separate committed contracts from bids and identify the obligations needed to earn the expected margin.
Discuss a proportionate valuation fee or view UK service coverage.
Location and service questions
Can I arrange a business valuation in North East remotely?
Yes. Enquiries from North East are handled remotely. Share your valuation purpose and business town or postcode, then agree the information required, deliverable and fee. This is service coverage, not a claim of a local office.
What should a North East contractor bring to a valuation discussion?
Bring signed contracts, project margins, retention balances and delivery resource requirements. Explain site-specific costs, payment terms and the distinction between secured work and prospective bids.