How to value private shares
Start with the question, then the evidence.
Explore the question ↗UNDERSTAND YOUR HOLDING · PLAN THE NEXT MOVE
Share valuations.
Understand your stake.
Plan your next move.
Clear explanations for private company shareholders. Explore the rights, ownership and financial questions behind a sale, buyout or transfer, then prepare a useful valuation enquiry.
ACA
Kishen Patel, BFP ACAICAEW Chartered Accountant · Consult EFC
Understand the holding
More than a percentage.
Connect the numbers
Company value. Share value. Proceeds.
Prepare the next step
A clearer question for your adviser.
START WITH WHAT YOU NEED TO KNOW
Your shares.
A clearer picture.
Buying, selling or changing ownership? Explore the questions behind the headline number.
Share classes and rights
A percentage is only one part of the ownership picture.
Explore the question ↗Shareholder buyouts
Separate the shares, other balances and proposed terms.
Explore the question ↗Planning to sell your shares
Know what you are selling and how the proposal is structured.
Explore the question ↗Share value vs company value
Keep the valuation labels clear.
Explore the question ↗A NUMBER IS ONLY ONE PART
25% of the shares.
What does that tell you?
The share-count calculation is simple. Understanding the rights, relevant value and proposed transaction needs a wider question.
Explore your ownership ↗01OwnershipWhich shares and how many?
02RightsWhat do the documents establish?
03DecisionWhat change are you considering?
A PRACTICAL ROUTE FORWARD
From your question
to an agreed next step.
Begin with a short enquiry. No accounts, agreements or sensitive documents are needed to start.
The decision ahead.
Your holding, purpose, timing and information available.
The right scope.
Suitability, responsibilities, outputs and fee agreed before work starts.
The useful evidence.
A tailored information request and clear arrangements for the engagement.
BEFORE YOU COMMISSION
Clear questions.
Useful answers.
Can I get an instant share valuation?
No. A share valuation needs a defined interest, date, purpose and supporting evidence. The tools on this site help prepare a question or illustrate ownership arithmetic; they do not produce a value.
Who is behind this website?
Consult EFC. Enquiries are handled by Kishen Patel, BFP ACA, an ICAEW Chartered Accountant. The related Consult EFC websites offer different routes into its services.
Will a report be suitable for tax or legal proceedings?
That requires a specific suitability, scope and intended-use assessment. A commercial enquiry or planning report does not automatically meet those requirements.
Where do you work?
Remote enquiries are welcome from businesses and shareholders across the UK. Any meeting or information-sharing requirements are agreed when scoping the work.
UNDERSTAND THE HOLDING. ASK THE RIGHT QUESTION.
Make the next step
an informed one.
Discuss your share valuation ↗Scope and fees agreed before any engagement begins.
CONSULT EFC · PRACTICAL GUIDES
Go deeper before your next decision.
Share value and dilution: a private-company worked example
Understand pre-money value, post-money value, ownership percentages and share rights before interpreting a private-company investment price.
Read the guide ↗Shareholder buyouts: share value versus payment terms
Understand why an agreed share value differs from completion cash when a buyout includes deferred consideration, funding conditions or continuing obligations.
Read the guide ↗