About Us

Business team in a meeting reviewing financial charts and documents

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.

Professional advisers reviewing financial documents and calculator on desk

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 advisers, 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.

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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

Richard Brady

Founder | M&A Advisor | Business Valuation Expert

Richard Brady has more than 40 years' experience in financial services, corporate finance, business valuation and mergers and acquisitions, having begun his career with HSBC in 1983.

Paul Williams

Founder Director

Paul Williams has extensive experience across financial services, wealth management and business advisory, having spent much of his career working with business owners and directors in the City of London.

Hugo Goodhew

Senior Analyst

Hugo Goodhew is a Senior Analyst at The Valuation Team, bringing strong financial, analytical and commercial capability to business valuation and corporate finance assignments. He has more than seven years' professional experience across financial analysis and Financial Planning & Analysis (FP&A), including experience as an Analyst and FP&A Manager.

Ankita Lakhera

Analyst

Ankita Lakhera is an experienced Finance Analyst specialising in financial planning and analysis (FP&A), financial modelling, forecasting, business valuation and strategic planning. She brings more than eight years of experience supporting senior management and business leaders with financial analysis, performance management and strategic decision-making.

Khaye Elma

Analyst

Khaye Elma is an experienced accounting and finance professional with more than ten years' experience across accounting, financial reporting, treasury, tax and compliance. She brings a strong technical understanding of financial information and plays an important role in the financial analysis that underpins The Valuation Team's business valuations.

Duncan Lloyd ACA

Independent Reviewer

Duncan Lloyd ACA, is a member of the Institute of Chartered Accountants in England and Wales, a former finance director in multiple SMEs, and founder and managing director of Profit Genie Group Ltd, a firm of Chartered Accountants. Profit Genie specialise in profit and cash maximisation and use the Profit First cash management system.

What do we do?

Our experienced team offer a bespoke valuation service for you or your clients' business, presented in a professionally written 20 page report which has been audited by a Chartered Accountants and arrives as three quality printed versions and a digital soft copy in pdf which is suitable for use with HMRC or in court for divorce or dispute purposes. We can also offer you advice on a range of areas that would potentially increase your business value.

How do we do it?

We are qualified financial professionals that use our experience to assess a wide range of bad data (financial statements and company data) along with soft data (background information about your business, products, processes and management). We then compare your business to c. 2,000 companies in the UK based on your sector. We assess the most appropriate valuation methods for example 'Discounted Cash Flow' or 'EBITDA Multiples', 'Universal Multiples' and more. This hands on experience is then enhanced with our proprietary Valuation Tool's algorithms. It assesses thousands of data points and to provide you with an independently assessed, professionally prepared business valuation.

How does it work?

Our initial consultation is free of charge. We ask you to provide us with financial statements and/or management accounts and ask you a range of questions to help understand more about your business and what makes it unique. It typically takes us four or five working days to assess the information and produce the valuation, before it is audited and a report is created and sent to you as a digital pdf and three quality hard copies (more copies can be requested if required).

We work with

FD4
Boardroom Advisors
Red Kite Solicitors
Clear Accountancy
Horwood HTC
Tayntons Solicitors
KRW Accountants
McGills Chartered Accountants
PBT Accountancy
Watermark Wealth Management
The Harbour Club
Resolution
Profit Genie Group
ArgentoTax
Monahans
Cloud Logo
Fairmountain Capital
Quayside Wealth Management
Facts & Figures
Saint & Co Chartered Accountants