EOT Valuation & Payment Plan Estimator

If your company is loss making, or insolvent, it likely isn’t suitable for an EOT sale. Hence this calculator only works with positive figures at least in the £’000s.

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 valuation Basic Advanced

In small companies, the owner's remuneration is often tax motivated, rather than fair market value pay for their efforts. They're happy to do this, as they know they'll benefit from dividends and capital growth. Profit should be adjusted for this.

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 valuation

Ball park valuation for shares sold
Stamp duty payable to HMRC

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 valuation.

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EOT Valuation & Payment Plan Estimator

Your indicative EOT valuation

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