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UNDERSTAND YOUR HOLDING · PLAN THE NEXT MOVE

Explore your ownership.

A practical starting point for the conversation ahead. This browser-based tool does not produce a share valuation.

ACA
Kishen Patel, BFP ACAICAEW Chartered Accountant · Consult EFC

Use the result as preparation

The tool helps you organise a question or understand share-count arithmetic. Your inputs remain in this browser and are not sent with the enquiry form. It does not assess rights, choose a valuation basis or establish the suitability of a transaction.

Bring the uncertainties to the discussion

Note which information is missing and what you need the analysis to support. A scoped engagement can consider the relevant date, evidence, assumptions and intended users. Sensitive records should only be shared through an agreed process.

ILLUSTRATIVE SHARE-COUNT MODEL

What percentage do you hold?

Use whole numbers for a single-class share-count illustration. Options, convertibles and different rights are outside this calculation.

NUMERICAL OWNERSHIP

25%

250 of 1,000 shares. This is an ownership percentage, not a share value or a conclusion about voting or distributions.

Understand the rights question ↗

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.

Discuss your share valuation ↗