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Special situations

Valuing private companies, shares and other assets can be particularly complex in family and private client situations

Clients often have wide-ranging and geographically diverse interests or complicated business arrangements, for example, where family members are also employees or beneficiaries of company assets.
Athla specialises in valuations for these kinds of scenarios including, but not limited to:

  • Transfers of assets between family members
  • Pre-nuptial agreements
  • Post-nuptial agreements
  • Financial settlements in divorce and separation

Our valuations are designed to be easy-to-understand and are always impartial and even-handed in order to minimise discord and help parties to reach a mutually acceptable outcome.

As well as valuing companies and shares, both wholly owned or majority / minority shareholdings, Athla can provide valuations for other assets such as real estate*, Intellectual Property (IP) Rights** (including artistic and literary assets), and royalty streams.

In addition...

Athla can also offer a level of mediation in contentious scenarios - providing valuations which are acceptable to both sides such that settlement can be achieved.

If required, we can also act as Single Joint Expert, under instruction from the courts.

We can also consult on other aspects, including how to structure share issuances and performing light investigations to uncover investments that a party may have forgotten to declare.

* Physical assets (e.g. real estate, property etc): If this represents a significant percentage of the equity value, we use professional valuers to ensure we capture the correct value.

** Intellectual Property Rights assets: we work with Clarivate, which has a worldwide data lake of intellectual property, to assess properly the value of IP owned or being created by a company in the context of global competition.

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.