A valuation for the stage you’re at
When you need a valuation, you need to know it’s one you can trust. After all, it’s your future we’re talking about.
There are different reasons for needing a valuation and different methods to consider.
With our experience, we’ll guide you to the right one and make sure your valuation stacks up and stands you in good stead, for the road ahead.
- Be investor-ready
- Negotiate confidently
- Startup valuations
- Employee share schemes
- CPA certified
“Standard Ledger helped us with our cap table, financial projections and valuation. Through working with them, I’ve learnt to understand the numbers, which means I’m more empowered when talking to investors and suppliers.”
Valuations at a glance
Startup valuation
Usually for capital raising or when preparing to exit your business. More info below.
EMI valuation
An HMRC approved valuation so you can run an Enterprise Management Incentive scheme.
Growth share valuation
A tax-efficient way to incentivise your team, based on a ‘valuation hurdle’. More below.
We’ll ask for payment before supplying final materials.
Services in more detail
Startup valuations are not an exact science. So it’s important to have a range you can confidently negotiate from.
Or maybe you’re an angel investor, after an independent view on the value of an early stage startup.
Either way, we work with leading global provider, Equidam, to deliver this service.
It includes:
- A detailed report with financial projections, five-way valuations and supporting explanations
- Reworking the report within one month (up to 2 iterations) if necessary
Pricing
- From £1,000 excluding financial model review
- From £1,500 including financial model review
Price can vary depending how much we need to prepare your financials for the valuation. We’ll talk this through with you first – no surprises.
Questions?
If you have questions about this service, please choose a time that suits to talk.
An Enterprise Management Incentive scheme is a way to attract and retain talent to your startup by offering them share options in your company.
If you’d like to run one, you need to comply with regulations to be on the right side of HMRC and also to make sure your team members don’t get unnecessarily penalised on tax.
First up, you need a valuation approved by HMRC. This is essentially an agreement between you and HMRC about the price of the share option you can offer employees.
Then, if/when an employee decides to exercise their share options to convert them to actual shares, they have to pay the strike/exercise price per share, previously agreed with HMRC so they don’t get taxed.
With EMI valuations, you usually aim for a low company valuation that benefits employees. This is quite different from setting a company valuation for investors.
We’ll work with you to determine your EMI valuation, then prepare and file your paperwork with HMRC to receive the necessary approvals.
Pricing
- £1,000 for most EMI valuations
Price can vary depending how much we need to prepare your financials for the valuation. We’ll talk this through with you first though – no surprises.
Questions?
If you have questions about this service, please choose a time that suits to talk.
Growth shares are another way to incentivise your team.
They’re a special class of shares that only have a value if your company’s share price is above a particular hurdle. This means that other shareholders’ interests are only diluted if your company’s value exceeds that hurdle.
This means when you give someone growth shares, and you choose a hurdle that matches your company valuation today, the growth shares have zero value when they’re issued, thereby avoiding any tax issues.
So how do you set the valuation hurdle? That’s what we’re here for. We’ll walk you through the process and help you determine a valuation to establish a ‘hurdle rate’ for your company.
Pricing
- £1,000 for most growth share valuations
Price can vary depending how much we need to prepare your financials for the valuation. We’ll talk this through with you first though – no surprises.
Questions?
If you have questions about this service, please choose a time that suits to talk.
How to manage your cap table
We know and heart our partners at Vestd for managing your cap table when you’re ready to move on from a spreadsheet.
Vestd have membership options from a Lite package through to full service share plan and cap table management.
They can handle your compliance obligations for any type of share issue and share scheme.
Head to Vestd for more info or get started here.
