Matrimonial

We are regularly instructed either as named experts or as single joint experts for both applicants and respondents.  Our reports are prepared objectively and independently as we understand that our overriding duty is to assist the Court pursuant to FPR 25.

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Expert Valuations for Family Law Disputes

We have extensive experience of valuing interests in companies and businesses of all types in numerous sectors, specifically for the purposes of Financial Remedy Proceedings, 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. 

Our Services Include:

Expert business and share valuations, including of companies, LLPs and partnerships under FPR 25.
Desktop services for smaller straight forward businesses with a turnover of less than £2 million.
Form E reviews and Questionnaires to assess income and assets of the parties to the proceedings. 
Bank account analysis to summarise income and expenditure of the parties, including the tracing of sources of banking deposits and identifying unexplained expenditure and transfers to both identified and unidentified accounts.
Shadow expert advisory services from assistance in instructing a single joint expert through to reviewing the SJE report and assisting in raising clarification questions.
Liquidity reviews.
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.
Preliminary review of documents to identify the most significant aspects of the case and to highlight key areas for further investigation or key documents that should be requested.List item

Examples of Experience

  • We were instructed as single joint experts to value the holding company owned by the parties.  This included valuing its three subsidiary companies and substituting the nominal value of these companies for the attributed values.  Our work also required us to value the parties’ individual shareholdings in the holding company, as well as consider the liquidity available for a possible capital sum to be paid out, the tax liabilities that would arise on the disposal of their shareholdings and the future maintainable earnings from the companies available to the parties.
  • As part of matrimonial proceedings, we were instructed in a shadow expert capacity to review the single joint expert valuation report and assist in preparing clarification questions to pose to the single joint expert.  
  • We were instructed by the applicant to review the respondent’s Form E and bank statement disclosure to identify any inconsistency between the various financial documents.
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