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Advisory

A value you can explain.

Shareholders selling or buying out a partner, boards granting shares to staff, and families passing on a company.

Summary of terms

Note 3.2

Fees from

From €4,000 / £3,500 per valuation

Timing

Three weeks on average

For

Shareholders and boards

Led by

Thomas Ferris

Fees are fixed in writing before we start. Excl. VAT.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

Valuation by more than one method

Assumptions written down and explained

A range, not just a number

Reports accepted by tax offices

A meeting to go through the result

2

How it works.

The same steps every time, with dates you can plan around.

2

How it works.

The same steps every time, with dates you can plan around.

Understand

We learn the business and agree the purpose of the valuation.

Value

We use more than one method and explain the range in plain words.

3

Who works on it.

A named lead adviser and the people who prepare your filings.

3

Who works on it.

A named lead adviser and the people who prepare your filings.

4

Questions.

What clients usually ask before they start.

4

Questions.

What clients usually ask before they start.

Your numbers, in order. Every month.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid

London

38 Great Sutton Street
London EC1V 0DX

Lozano Ferris LLP is a limited liability partnership registered in England and Wales (OC000000), with its registered office at 38 Great Sutton Street, London EC1V 0DX. Its partners are members of the Institute of Chartered Accountants in England and Wales. Lozano Ferris Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FRN 000000). Lozano Ferris Asesores, S.L.P. is registered with the Registro Mercantil de Madrid and in the ROAC (S0000); its financial advice is registered with the CNMV (no. 000).

Investment risk: the value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances and may change.

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