Business valuations in Wales
Business and share valuation support for owners, shareholders and buyers in Wales. Discuss a sale, acquisition, ownership change or written valuation report with ICAEW Chartered Accountants.
Supporting businesses
across Wales
Cardiff, Swansea, Newport, Wrexham, Bangor, Aberystwyth and all parts of Wales. 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
- Succession plan and management responsibilities
- Shareholder loans and retained cash
- One-off income and sustainable earnings
These are prompts for the example below. The information needed for your business will be agreed individually.
An owner-managed company: preparing for succession
A succession decision can involve a sale, a transfer between existing shareholders or a staged change in management. The valuation approach begins with the proposed transaction and who will rely on the result.
Explain the intended timetable and the owner’s future role. Prepare a history of earnings, a realistic management replacement plan and details of shareholder loans. Show whether grants or one-off income affect reported performance.
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
Make succession assumptions explicit
An owner-managed company may rely on relationships, local knowledge and responsibilities that are not fully captured in payroll costs. Explain which duties transfer to the next management team and whether they require additional resources. Identify premises, shareholder loans and any income that is unlikely to recur.
Discuss a proportionate valuation fee or view UK service coverage.
Location and service questions
Can I arrange a business valuation in Wales remotely?
Yes. Enquiries from Wales 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 Welsh owner prepare for a succession valuation?
Prepare the proposed succession timetable, management responsibilities, shareholder loans and trading records. Explain grants or other unusual income and the expected cost of replacing the owner’s work.