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 advisors, 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
Paul Williams
Paul Williams
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. He has since held a range of
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. He has since held a range of Chairman and non-executive roles and provides management consultancy support for SME businesses, this allows him to provide oversight and an experienced eye on our valuations.
Paul commutes regularly to London from Surrey where he lives with his wife and has two grown up children.
Duncan Lloyd
Paul Williams
Paul Williams
Duncan Lloyd ACA, is a member of the Institute of Chartered Accountants in England and Wales, a former finance director in multiple SME’s, and founder and managing director of Profit Genie Ltd, a firm of Chartered Accountants.
Profit Genie specialise in profit and cash maximisation and use the Profit First cash management system.
Dunca
Duncan Lloyd ACA, is a member of the Institute of Chartered Accountants in England and Wales, a former finance director in multiple SME’s, and founder and managing director of Profit Genie Ltd, a firm of Chartered Accountants.
Profit Genie specialise in profit and cash maximisation and use the Profit First cash management system.
Duncan set up Profit First Professionals UK, a membership organisation for UK firms of accountants, to help them use the Profit First system. Duncan and his team at PG are independent from The Valuation Team and responsible for auditing the completed valuations and valuation reports. Duncan originally comes from the South West but after many years is slowly being accepted in his home county as a Yorkshireman!
Ankita Lakhera
Ankita Lakhera
Ankita Lakhera
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.
Ankita brings a deep understanding of financial modell
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.
Ankita brings a deep understanding of financial modelling, forecasting, and KPI development, with the ability to translate complex financial data into insights for clients, executives and investors.
Ankita holds a MCOM in Accounting and Finance (MSc Equivalent) from Delhi University.
Richard Brady
Ankita Lakhera
Ankita Lakhera
Richard Brady has held executive roles with HSBC, Zurich and AIG and spent almost 20 years as an entrepreneur in a range of sectors including Technology, Recruitment, Property, Financial Services, Training, Construction, Facilities Management and Commercial Cleaning. He has valued over 600 companies and been involved in the set up and run
Richard Brady has held executive roles with HSBC, Zurich and AIG and spent almost 20 years as an entrepreneur in a range of sectors including Technology, Recruitment, Property, Financial Services, Training, Construction, Facilities Management and Commercial Cleaning. He has valued over 600 companies and been involved in the set up and running of businesses in 10 countries. Richard has a wide range of experience in mergers and acquisitions, finance structures and exit planning for businesses. He is Certified as a Valuation Analyst (FMVA) and oversees the valuation process, lending his thoughts and advice in the recommendation section of the valuation reports. He lives with his wife in Worcestershire and is a keen Nottingham Forest supporter