Business valuations in South West
Business and share valuation support for owners, shareholders and buyers in South West. Discuss a sale, acquisition, ownership change or written valuation report with ICAEW Chartered Accountants.
Supporting businesses
across South West
Bristol, Bath, Exeter, Plymouth, Gloucester, Dorset, Devon, Cornwall and Somerset. 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
- Monthly revenue and seasonal cash needs
- Property ownership or lease terms
- Maintenance investment and owner adjustments
These are prompts for the example below. The information needed for your business will be agreed individually.
A seasonal business: looking beyond the busiest months
A hospitality or leisure business may look very different in a peak trading month and at its seasonal cash low point. A South West business owner preparing a valuation should show a complete trading cycle and distinguish sustainable earnings from exceptional periods.
Prepare monthly results over several years where available. Explain seasonality, owner accommodation or private costs, lease terms and capital expenditure needed to maintain the operation. Clarify whether any property is included.
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
Separate the trading company from the premises
A seasonal operator may occupy owned or leased premises. Identify whether the instruction covers the trading business, company shares, property or a combination. Compare a full trading cycle rather than treating a peak holiday period as normal annual performance.
Discuss a proportionate valuation fee or view UK service coverage.
Location and service questions
Can I arrange a business valuation in South West remotely?
Yes. Enquiries from South West 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 seasonal South West business prepare?
Bring monthly trading figures, lease or ownership details, maintenance spending and seasonal working-capital needs. Explain unusual trading periods and whether property is included in the proposed transaction.