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.
We support companies and investment funds with a range of valuation services. Jim Davies Valuation Services

Getting in touch

Jim Davies

Jim Davies

  • Partner
  • Corporate Finance
  • London

Related services

Valuation services

We provide a range of valuation and related advisory services to support transactions, restructuring situations, strategic decision-making processes and reporting requirements throughout the corporate lifecycle.

Transaction Valuations

We provide a range of valuation services to support stakeholder decision making in the context of transactions, delivering fully independent and expertly prepared views on value to support buyers or sellers.

Restructuring Valuations

We provide a suite of valuation and related advisory services to support stakeholders during restructuring processes.

Contentious Valuations

Independent valuations of companies, assets and investments to support disputes, acting as an independent expert, an advisor on value related matters, or a provider of expert determination on value.