City Valuation Advisory provides advice and opinion on the value of minority shareholdings including in the following situations:
- Providing an independent opinion on the value of a minority shareholding under the terms of a company’s articles of association or a shareholder agreement in the circumstances of a director or employee leaving a company or a shareholder exit. This type of valuations are typically final and binding on the parties and at City Valuation Advisory we recognise the importance of taking the time to get parties comfortable with the valuation process. We have extensive experience of conducting valuations in what can sometimes be difficult circumstances;
- Providing valuation advice in relation to a minority shareholder petition against ‘unfair prejudice’ under section 994 of the Companies Act 2006 (replaced section 459 of the Companies Act 1985); and
- We also provide ad hoc valuation advice to one party in involved in a transaction or dispute involving a minority shareholding; for instance, assisting with the interpretation of the basis of valuation clauses in articles of association or shareholders’ agreements, discounts applied in the valuation of minority holdings and specific factors that are particularly relevant to the valuation of minority shares such future dividend income and opportunity for exit.