EOT “valuation” tool

Affordability is similar but different to valuation. There may be reasons your company has a higher fair market value than could realistically be achieved from an EOT sale.

Our EOT affordability estimator gives you an idea of how much you may realistically expect to get from an EOT sale, and how long it might take to pay you out. To complete it, you just need two minutes and details on your recent financial performance. Find out how we calculate your suggested sale price.

About our tool

This estimate is purely indicative – it does not constitute a formal independent valuation.
This tool works for profitable businesses. If your business is loss-making or insolvent, an EOT is unlikely to work.
Please use the figures from your most recent full accounts.

Profit before tax Net asset value / shareholder funds Total cash at bank Percentage being sold Enter % between 51 and 99, if retaining minority stake. In the current year to date, and in prudent forecasts for the rest of the year, are profits expected to:

Reduce by > 20%
Reduce by 1–20%
Remain stable (0–9% increase)
Increase by 10–29%
Increase by > 30%

Basic or advanced calculation Select Advanced to add a few more financial details and get a more accurate indicative sale price.

Basic
Advanced

In smaller companies, the owner's salary often does not reflect fair market pay for their actual work. This is typically for tax reasons: they know they'll benefit from dividends and capital growth. The profit should be adjusted to reflect this difference. The figures you enter here will make the affordability calculation more accurate.

Actual salary paid to owners in year Actual pension contributions for owners in year Fair market value remuneration for efforts of owners Enter your best estimate of the total annual salary/pension package you might expect to pay someone to do what you do for the company.

You may have heard the phrase "EBITDA": this stands for Earnings Before Interest, Tax, Depreciation and Amortisation. If your company has received interest, or suffered depreciation/amortisation, profit should be adjusted for these.

Interest received in year Depreciation suffered in year Amortisation suffered in year

Your indicative EOT sale price

Affordable sale price for business
Maximum sale price for % sold
Stamp duty payable to HMRC on % sold

Potential payment plan: An initial payment of , followed by per month for months, followed by a final payment of .

Complete the form and click “Calculate” to view your potential sale price and payment plan.

Sorry, something went wrong. Please email us at [email protected] instead.

Reflecting on your results

Sale price higher than you expected? Great, you’ve got options! Get in touch to talk them through.

Sale price significantly lower than you wanted? An EOT may not be for you, at least based on current business performance. Read more about what determines a fair sale price, and how we calculate it.

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