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Corporate & commercial law
Employment law
Family law
Probate & estate planning
Special situations

Athla’s valuation reports can be used in various employment law situations and are designed to withstand challenges and reduce litigation risk

Valuations we undertake in this area include:

Valuations for HMRC

All types of HMRC approved share option schemes, including:

  • EMI Schemes
  • Company Share Option Plans (CSOP)
  • Save As You Earn (SAYE) schemes

Where appropriate, we provide both UMV and AMV.

Unapproved schemes

In addition, we carry out valuations in respect of unapproved share option schemes and share incentivised remuneration packages.

Good leaver / bad leaver negotiations

There are often added complexities to consider when valuing companies in good leaver / bad leaver negotiations.

The background and experience of our team means we have significant understanding of these issues and how they impact on the value of a company in these situations.

In these types of cases, as well as considering the usual factors required in preparing a valuation, we address additional specific issues such as the impact the departure of share / option holders will have on the value of a company and on the shares / options held by the departing individual.

Our three step process

Scope Meeting

We’ll schedule a call to form an initial assessment and outline a scope of work based on the client’s specific requirements, and agree whether you require a granular report or ‘lite’ valuation.

Data Request & Analysis

We gather and analyse the key data on the company and its market, alongside a wide range of other relevant factors, using more than 19 different methodologies. We can value any size of private company and understand even the most complex cap tables and waterfalls.

Valuation Report

Your client will receive a detailed Valuation Report which breaks down how and why we have reached the final valuation figure, backed up by robust supporting evidence.

Hear from our clients

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Ready to take the next step?

Start a conversation with us to see how we can help.