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Business Valuations

Handled with care

Whatever your client’s reason for requiring a business valuation, Davies Tracey can provide a valuations service that:
• Determines the correct valuation range dependent upon scenario
• Prepares a valuation report in a range of formats – always detailed yet understandable
• Assists negotiations if required, based on a business valuation as part of a wider transaction
• Acts in an independent expert capacity

Having recently updated our valuations method to use best practice within the market, and to involve several skilled members of the Davies Tracey team, we are confident that our valuations stand up to scrutiny – especially important in dispute situations.

Valuations can be made of individual companies, entire groups or individual departments/sectors. Our reports include a full explanation of how the valuations are calculated.

Our valuations have helped in a variety of cases, from establishing a share option scheme through to business sales - and most commonly during the probate and divorce process.
Other cases we’ve assisted with include:
• A business purchase or merger
• Shareholder disputes
• Shareholder protection (life cover)
Why use Davies Tracey? Because we 'handle with care'...
Various factors affect the value range including industry and market factors. We ensure valuations are based on up-to-date market knowledge.

We have built our business by being trusted advisers to our clients. Our valuations service offers the same quality advice to your clients.

Our valuations stand up to scrutiny. They are detailed yet understandable.

Our impartial position results in fair valuations – particularly important in dispute situations.

Call us today to benefit from our experience. Initial consultations are obligation and fee-free.

“Business or share valuations are not an exact science, so it’s important that solicitors can call upon the services of respected professional advisers, confident in the judgement they apply to valuations. The judgement applied by ourselves is based on many years’ experience, and we have seen demand for our valuations service grow with the rates of those requiring an independent expert and seeking exactly that – an expert.”
Craig Davies, Director, Davies Tracey
How do you prepare valuations?
Methods of valuation may be affected by the type or purpose of the valuation. Typically, we apply various models to businesses in order to give a reasonable valuation. These techniques include the asset, earnings and discounted cash flow models.

Can you evaluate valuations?
During acquisition negotiations, we can act on behalf of a client to evaluate valuations prepared by other professional advisers, providing a simple overview or a comprehensive critique.

Do you act as an expert witness?
If required, we can act as an expert witness for the claimant or respondent.

Who are Davies Tracey?
Davies Tracey was established in 2002 and delivers everything you would expect from a first-class accountancy practice.

With a combination of the dynamism, energy and forward-thinking of a young organisation complemented by the wisdom, experience and stability of a long-established one, our clients access a full service portfolio, personalised service and specialist knowledge to give them the edge.

Our clients range from individuals requiring full support to multi-million pound companies needing ongoing advice. We are big enough to deliver but small enough to care.

Further details on our expert team, accountancy and business advisory services can be found on our website at

To book an appointment to discuss the valuations service, or request example reports, please email
or call on 01642 606003

Swan House, Westpoint Road, Teesdale Business Park, Stockton-on-Tees, TS17 6BP
Copyright © 2019 Davies Tracey, All rights reserved.

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Davies Tracey · Swan House, Westpoint Road · Teesdale Business Park · Stockton-on-Tees, England TS17 6BP · United Kingdom

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