Business valuations in Yorkshire and the Humber
Business and share valuation support for owners, shareholders and buyers in Yorkshire and the Humber. Discuss a sale, acquisition, ownership change or written valuation report with ICAEW Chartered Accountants.
Supporting businesses
across Yorkshire and the Humber
Leeds, Sheffield, Bradford, York, Hull and the wider Yorkshire and Humber area. 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
- Share rights and transfer restrictions
- Family remuneration and connected-party costs
- Valuation date and intended recipients
These are prompts for the example below. The information needed for your business will be agreed individually.
A family business: separating ownership from employment
A family shareholder transaction often combines several questions: the value of the company, the rights of a particular holding and the role each family member will have afterwards. Those questions should be defined before selecting a valuation approach.
Bring the share register, articles and any shareholder agreement. Explain family salaries, connected-party rents and any proposed change in responsibilities. Specify the valuation date and whether the work is for negotiation or another purpose.
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
Keep premises ownership separate from family shareholdings
When relatives own the trading company and the premises in different proportions, a single percentage of a combined figure can be misleading. Set out the ownership of each asset, the lease arrangements and the shares actually being transferred. Family roles and salaries also need to be explained.
Discuss a proportionate valuation fee or view UK service coverage.
Location and service questions
Can I arrange a business valuation in Yorkshire and the Humber remotely?
Yes. Enquiries from Yorkshire and the Humber 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 Yorkshire and Humber family company prepare?
Provide share rights, shareholder agreements, related-party rent arrangements and family remuneration. Identify the valuation date and distinguish company shares, personally owned property and shareholder loans.