UK
Ireland
Business and share valuations; purchase price allocations and intangible valuations; share option valuations.
Experience
Rob provides valuation services for a wide range of purposes, including accounting valuations, such as share options for share-based payment calculations and intangible valuations in purchase price allocations. In addition he provides share valuations for various tax purposes, including for group restructures, management incentive schemes or post-tax valuation checks.
He also provides expertise in commercial valuation work, to help resolve shareholder disputes and to provide insight to aid negotiations.
Notable achievements
- Providing annual share valuations for a number of businesses to support management long term incentive plan (LTIP) schemes.
- Agreeing share valuations with HMRC for enterprise management incentives (EMI) schemes, employee shareholder shares, flowering shares and for many other tax-related purposes.
- Preparing complex ‘Monte Carlo’ option valuations for a number of quoted company share option schemes.
Professional qualifications/memberships
Member of the Institute of Chartered Accountants in England and Wales (ICAEW).
Article
Capital and culture: Fintech funding in a demanding environment
S&W experts were joined by fintech founder turned funder Steve Lemon last week to explore the options for growing businesses. They talked through the pitfalls of a tough funding environment and the need for due diligence to go beyond the data room.
