Financial reporting & tax valuation

Tailored support for a range of situations

We support companies and investment funds with a range of valuation services related to financial reporting requirements, valuation governance and tax planning. 

Our services include:

  • Independent valuation of portfolio investments of private equity, venture capital and hedge funds for financial reporting purposes.
  • Valuation of acquired assets and determination of purchase price allocation following acquisitions.
  • Valuation of assets and cash generating units to support impairment testing processes.
  • Assessment of the fair value of legal entities, assets and intellectual property to support transfers of ownership between group companies or across tax jurisdictions.
  • Valuation of shares to support the implementation and ongoing management of employee share schemes and management incentive plans.
  • Advice regarding the design, implementation or update of valuation policies and procedures.

Getting in touch

Jim Davies

Jim Davies

Jim Davies

  • Partner
  • Financial Advisory
  • London