Course Details

In this session John covers the following topics:

  • Quick review of the valuation methods;
  • Some of the more common methods used in practice;
  • The impact of non-trade items on the balance sheet;
  • The use of rules of thumb – multiples
  • Recognising the importance of assessing the reasons for the valuations – different valuations for the same transaction for tax purposes
  • The minority discount – when is it appropriate – the rates to use?
  • Summary of what should be included in a formal valuation
  • The common errors made and common adjustments that should be considered
  • The importance of determining what percentage of shares is being valued and who is it being valued for

CPD Course Speaker

OmniPro Tax

John Murphy

As a Director of OmniPro Tax and Legal Limited, John relishes problem-solving to help accountants develop innovative client solutions and sharing his technical knowledge on tax, company law, financial reporting and auditing.

A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring. He is also an insolvency practitioner who acts as liquidator in members voluntary liquidations and is a Registered Auditor.