Three steps between you and an HMRC-compliant share valuation

We built this because the valuation itself should be the hard part — not the process of getting one.

Step 1 — Submit your information

Start by searching for your company. If it's registered at Companies House, we automatically retrieve your filing history, financial summaries, SIC code, director details and registered address.

We then ask you to confirm or update three years of financial data, select your valuation purpose (EMI, freezer shares, probate, exit or other), and describe your share structure.

Finally, a short qualitative questionnaire assesses factors like owner dependency, client concentration and management depth — the same factors a practitioner would evaluate in person.

Step 2 — Your valuation is built

Our engine applies the appropriate HMRC methodology — earnings multiples, discounted cash flow, or net asset basis — depending on your company's profile, sector and financial characteristics.

Sector-specific P/E multiples are applied, weighted against comparable transactions. Discounts for minority holdings, illiquidity and key-person risk are calculated based on your specific inputs.

You see the full working — every assumption, every adjustment, every comparable. Not just the result.

Step 3 — A practitioner reviews and confirms

A qualified valuation practitioner reviews the engine's output against the source data. They check the methodology selection, verify the discount factors, and confirm the comparable set is appropriate.

If adjustments are needed, the practitioner makes them and documents the reasoning. The final report carries the practitioner's name and qualifications.

Your report is ready within two hours. Formatted for direct submission to HMRC's Shares and Assets Valuation team.

Frequently asked questions

What methodology does Inheridue use?
Our valuation engine applies the same methodologies recommended by HMRC's Shares and Assets Valuation team: earnings-based (EBITDA multiples), net asset-based, and comparable transaction approaches. The weighting between methodologies depends on your company's profile — asset-heavy businesses lean toward net assets; high-growth businesses lean toward earnings multiples. You see the full working in your report.
Is the valuation HMRC-compliant?
Yes. Every valuation report is structured for direct submission to HMRC's Shares and Assets Valuation (SAV) team. The methodology, discount factors and presentation format follow HMRC's published guidance. Every report is reviewed by a qualified valuation practitioner before issue.
How long does it take?
The self-serve tier delivers a practitioner-reviewed report within two working hours of completing the input form. The practitioner-assisted tier includes a 30-minute consultation and is typically completed within four hours. Most users complete the input form in ten to fifteen minutes.
What if HMRC queries the valuation?
All reports include a 30-day amendment window. If HMRC's SAV team raises queries on your submission, we will review the specific points raised and, where appropriate, issue an amended report at no additional cost. This is included in all tiers.
Do I need to prepare anything before starting?
If your company files at Companies House, we pre-fill most of the financial data automatically. You may want to have your most recent management accounts to hand for the current year, along with details of your share structure (classes, restrictions, any recent share transactions).
Can I use this for EMI option scheme valuations?
Absolutely. EMI scheme valuations are one of our most common use cases. The report is formatted specifically for HMRC agreement under the Enterprise Management Incentives framework. EMI valuations are valid for 90 days from HMRC agreement.

Ready to value your company's shares?

Most users complete the input form in ten minutes. Your report is ready within two hours.

Start your valuation