Business Valuation Guide

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In order to gain the most out of an Axis business valuation and so that the Valuer may provide as accurate a valuation as possible it is helpful to have the following information available prior to your meeting.


  • Have most recent accounts  and ideally including the last three years incorporating your current balance sheet
  • Provide details of management accounts and VAT returns
  • Brief history of the business
  • Directors involvement and role
  • Staff numbers, title and salary details
  • Details of any leases or freeholds involved in the possible sale
  • Timescales
  • Whether a hand over period would be offered
  • Whether Directors would remain as consultants following the sale


When arranging a meeting, we agree a mutually convenient location with you for a meeting that can be conducted with discretion and without distraction.