Business Valuation, Mergers & Fundraising

Understand what your business is worth, explain the numbers behind it and prepare for your next transaction. KBA provides business valuation, financial due diligence and fundraising preparation for founders, shareholders, buyers and management teams.

Our experience includes supporting successful fundraising totalling millions across Qatar, the UAE and the UK.

Discuss your valuation or funding plans

Business valuation for raising funds

A funding discussion needs a credible explanation of your business value and the assumptions behind it. We help connect historical performance, future plans, funding requirements and a reasoned valuation so you can discuss your proposal with investors.

Combine a valuation with a financial model and fundraising preparation to explain how much capital you need, how it will be used and what your business expects to achieve.

Valuations for mergers, acquisitions and ownership decisions

• Mergers and acquisitions: assess a business before negotiating an acquisition or combination.
• Business sales and exit planning: understand value drivers and prepare the financial information a buyer may examine.
• Shareholder transactions: support discussions around a buyout, transfer of shares or a change in ownership.
• Growth and strategic planning: assess how operating performance and future investment could affect value.
• Fundraising: prepare the financial case for discussions with prospective equity investors or lenders.

What the work can include

We agree the purpose, valuation date, information required and appropriate approach at the start. Depending on the business and the engagement, the work can consider assets, earnings, expected cash flows and relevant market evidence.

• A review of historical results and the assumptions supporting forecasts.
• A reasoned valuation range or conclusion, with the agreed methodology explained.
• Consideration of debt, cash, working capital and relevant ownership interests.
• Sensitivity analysis to show how changes in key assumptions affect the result.
• A report or presentation shaped around the agreed decision and audience.

Financial due diligence for buyers and investors

We examine the financial information behind a proposed transaction, including revenue and earnings, cash generation, working capital, debt and significant financial risks. The scope is tailored to the business and the information available.

For sellers and founders, preparing this information early can make it easier to respond to questions and explain gaps before a transaction progresses.

Prepare your business for funding conversations

Our support can bring together valuation, financial projections, funding requirements, the financial content of your pitch presentation and preparation of the financial information for due diligence. We help you make the assumptions clear and keep the figures consistent across documents.

Investment decisions remain with investors and lenders. Our role and deliverables are agreed for each engagement; previous fundraising outcomes do not guarantee future funding.

Before work starts: agree the valuation brief

Scope checked 28 October 2026 — UK private-business and fundraising engagements. A useful valuation brief should remove ambiguity about the decision, subject interest, effective date, evidence, intended users and deliverable before analysis begins. A statutory, tax, litigation or regulated purpose may require a separately mandated basis or specialist scope.

A figure for an early planning discussion and a detailed report for a buyer or investor can require different work. Tell us how the valuation will be used before choosing a package. We agree the depth of analysis, information required, deliverable and permitted use in the engagement.

• Purpose and audience: a proposed sale, funding round, acquisition or shareholder discussion, and who will rely on the work.
• What is being valued: the whole business or a specified ownership interest, and the valuation date.
• Evidence available: recent accounts, management figures, forecasts, debt, cash and ownership details.
• Decisions and timing: your deadline, any existing offer and the questions you need answered.

Add four engagement controls

• Basis and premise of value: record the agreed definition and premise instead of using terms such as market value, fair value and forced sale interchangeably. If a law, contract or reporting framework prescribes the basis, identify it before work starts.
• Information and assumptions: list the accounts, management figures, forecast version, ownership records and market evidence to be used. Mark management-supplied information, important gaps and any assumptions needed to proceed.
• Approaches and sensitivities: state which approaches and methods will be considered, why they fit the purpose and which inputs or scenarios could materially change the conclusion. Not every method is suitable for every business.
• Deliverable, permitted use and reliance: agree whether the output is a planning brief, presentation or report; identify its intended users, distribution or reliance limits, valuation date and expected delivery date.

Official-source check (28 October 2026): the International Valuation Standards Council describes its current General Standards as covering engagement terms, bases of value, approaches and methods, data and inputs, models, documentation and reporting. ICAEW’s business and share valuation guide says the assignment should define what is valued, when, why, the basis of value and the valuation premise.

Before the initial discussion, use our business valuation information checklist to organise the financial, commercial and ownership information that may be relevant to the agreed scope.

For a sale, explore enterprise value versus shareholder proceeds and how to prepare an evidence-backed earnings adjustment schedule. For a funding round, start with our investor data-room reconciliation checklist.

Our free Excel value-bridge template helps organise an illustrative calculation; it is not a valuation opinion. View service packages and fees, then request a valuation consultation to agree an appropriate scope.

Start with the decision you need to make

Tell us whether you are raising funds, buying, merging, selling or planning a shareholder transaction. Bring recent accounts, management reports, available forecasts, ownership details and your timetable.

Khuram Barvi & Accountants Ltd is listed in the ICAEW firm directory, firm reference C011005881.

Know your value. Prepare your next move. Speak to KBA about your business.