Matrimonial

We provide advice or expert opinion in relation to the valuation of business assets, interest in businesses and matters such as taxation and liquidity.

Share and business valuations

We have extensive experience of valuing interests in companies and businesses of all types specifically for the purposes of Financial Proceedings (Ancillary Relief), whether for an FDR or a fully contested hearing.

We are used to dealing with complex share structures, quasi partnerships and with accounts which may not immediately reveal all of the financial information relevant to the case.

As well as acting as single joint expert, we have been engaged as single party expert and shadow expert in high value cases and have prepared advisory reports for use in mediation.

We also provide advisory assistance with the review and completion of Form E questionnaires.

Liquidity reviews

In addition to valuing a business, we are regularly asked to report on the liquidity of business assets, potential means of extracting funds from a business or company, and the tax implications (both personal and corporate) of extracting the value in a certain manner.

Income assessment

We can evaluate the actual income of the parties to the proceedings and provide opinions on the potential income that might be derived from the family business.

Detailed investigation

If required we are able to carry out a detailed investigation of the financial affairs of a business or group of businesses or of the personal financial affairs of the parties, tracing assets and unravelling complex transactions to obtain a more complete financial picture.

Pre and post marital agreements

We can assist in advising on pre and post marital agreements, including the valuation of business assets to be incorporated into such agreements, the methodology by which such assets should be valued in the event of separation and updating and rearranging pre and post marital assets.

Training and lectures

We offer training and lectures on topics such as valuations, realising value and understanding accounts.

Geoff Mesher FCA: +44(0) 117 379 0250
+44(0) 7770 633825
Caroline Stephens FCA: +44(0) 117 370 0254
+44(0) 7764 2747766
Richard Frost FCA: +44(0) 117 379 0252
 +44(0) 7432 493451