Share & Equity Valuation
Minority and majority shareholding valuations for litigation, tax, and corporate disputes.
Our experts value minority and majority shareholdings using DCF, maintainable earnings, or NAV as appropriate. We address fair value versus fair market value, control premiums and minority discounts, HMRC share valuation disputes, and comparable company analysis for private and listed businesses.
| Phase | What we do | Deliverable |
|---|---|---|
| Financial Review | Analyse 3 years audited accounts + management accounts | Financial model |
| Method Selection | Apply DCF, maintainable earnings, or NAV as appropriate | Methodology justification |
| Comparable Analysis | Market comparables, sector multiples, precedent transactions | Valuation range |
| Report | CPR Part 35 / FPR Part 25 compliant expert report | Court-ready report |
Related case type: Shareholder disputes (S994)
Common questions
- When do solicitors instruct a share and equity valuation expert witness?
- Typically for shareholder disputes, HMRC share valuation challenges, M&A warranty claims, and divorce where shareholdings are material assets. Experts apply DCF, maintainable earnings, or NAV and address fair value versus fair market value, control premiums, and minority discounts.
- What valuation methods are used for private company shares in UK litigation?
- Maintainable earnings multiples are common for stable SMEs; DCF for growth businesses with reliable forecasts; and NAV for asset-backed or loss-making companies. The expert must justify the method against the legal standard directed by the court or tribunal.
Next step
Ready to instruct a business valuation expert witness?
Submit your case details and we will match you with a qualified expert for English and Welsh proceedings under CPR Part 35 or FPR Part 25. Response within one business day.
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