Business Valuations in Oxfordshire
Independent valuations for exit, funding & succession — serving Oxford, Witney, Abingdon, Bicester & beyond.
Know what your business is really worth
A robust business valuation gives you confidence to negotiate, raise finance, reward shareholders, or plan an exit. At Modus Accountants, we combine qualified accounting expertise with real-world deal experience to produce clear, defensible valuations that stand up to investor, buyer, and lender scrutiny.
📞 Call us today on 01993 225030 or click here to book your free 30 minute discovery call.
When you need a professional business valuation
- Selling or exiting (trade sale, MBO/MBI, earn-out)
- Raising finance or bringing in investors
- Shareholder changes (buy-in/buy-out, EMI options, growth shares)
- Tax & succession (BADR planning, gifting, trusts)
- Disputes or divorce (independent expert opinion)
- Strategic planning (value growth roadmap)
How we value a business
We don’t “guess a multiple”. We triangulate value using several methods and reconcile them to market reality:
1) Earnings Multiples (EBITDA/EBIT)
Normalise results, remove one-offs, adjust director pay
Apply sector-appropriate multiples, adjusted for risk, size, growth
2) Discounted Cash Flow (DCF)
3–5 year forecast, terminal value, WACC assumptions stated & justified
3) Asset-Based / Adjusted Net Asset Value
Useful for property/asset-heavy or early-stage companies
4) Market Evidence
Comparable deals/data, size & geography adjusted
You receive a clear report with assumptions, sensitivities, and a valuation range (low/base/high).
What influences your business valuation (and how we help increase it)
- Profit quality & recurring revenue → improve margins, lock-in
- Customer concentration → diversify, strengthen contracts
- Growth trajectory → credible pipeline, unit economics
- Key-person risk → documented processes, second tier management
- Financial controls & MI → clean books, timely KPIs, audited track if needed
- Sector & size → de-risk, niche positioning, IP
We provide a Value Uplift Action Plan so you know exactly how to move to the next valuation band.
What you’ll receive
- Independent valuation report (PDF) with methods, comps, range, and rationale
- Management presentation (optional) for buyers/investors
- Value Uplift Action Plan (quick wins + 90-day priorities)
- Follow-up call to walk through findings and next steps
Our business valuation process (fast, transparent, defensible)
- Scoping call – goals, timeline, information list
- Data room – last 3 years’ accounts, YTD MI, pipeline, contracts, KPIs
- Analysis & normalisations – quality of earnings, cash-flow, sensitivities
- Valuation triangulation – multiples, DCF, ANAV, market evidence
- Report & presentation – valuation range + uplift plan
Sectors we serve
Professional services • Tech/SaaS • Ecommerce & retail • Construction & trades • Manufacturing • Healthcare & wellness • Property & real estate services • Hospitality
Why Oxfordshire businesses choose Modus
- Qualified accountants with deal and valuation experience
- Local insight across Oxford, Witney, Abingdon, Bicester & wider Oxfordshire
- Plain-English reporting backed by hard numbers
- End-to-end support: valuations, tax planning, exit strategy, VFD, and compliance
- 100+ ⭐⭐⭐⭐⭐ Google reviews
Pricing & engagement options
- Indicative business valuation (lite) – for owner planning & internal use
- Formal business valuation – for investors, lenders, schemes, and HMRC context
- Expert opinion – dispute/litigation support
Fixed-fee quotes once we’ve scoped scope/complexity.
Some of the documents we’ll usually request
- Statutory accounts (3 years) & if possible YTD management accounts
- Customer/product breakdown, churn/retention, pipeline
- Staff/contractor rota, key contracts, supplier terms
- Debt/leases, asset register, IP, litigation/tax matters
FAQs – Business Valuations
How accurate is the valuation?
We provide a justified range with assumptions disclosed; the final deal depends on terms, timing, and competitive tension.
Can you help improve the business valuation before a sale?
Yes — we deliver a Value Uplift Action Plan (pricing, margin, contracts, MI, team) and can coach execution or act as VFD.
Will HMRC accept your valuation?
For tax contexts we align with HMRC guidance and can liaise where required (e.g., share schemes, BADR planning).
Ready to know your what your business valuation is?
Get independent, professional valuation and a plan on how to increase it.
📞 Call us today on 01993 225030 or click here to book your free 30 minute discovery call.
Our Google reviews
I had a great experience with Modus Accountants for my 2024/25 self-assessment. Lauren, Jenna and team were professional, responsive, and made the whole process smooth and stress-free. Everything was handled quickly, with clear guidance and easy access to documents via the client portal. Highly recommend!
The team at Modus couldn’t be more helpful. Every year I get a reminder that my self assessment is due and a tick list informing me exactly what information I need to return.
Samantha Newport made it simple, hassle free and an enjoyable experience.
I also managed to complete it by May which is much better than rushing to hit the January deadline.
Samantha Newport made it simple, hassle free and an enjoyable experience.
I also managed to complete it by May which is much better than rushing to hit the January deadline.
I cannot recommend Jenna and Brooke at Modus Accountancy Firm enough! Over the past five years, they have been incredible supporters of my business, Sanctum Hair. Their expertise, professionalism, and friendly approach have made all the difference. Thank you, Jenna and Brooke, for your outstanding support! 😀
For the past two years, Jenna at Modus Accountants has expertly handled our property company accounts. As an HKG-based client unfamiliar with UK accounting practices, I've asked countless questions. Jenna and the team have consistently responded with patience and clarity, ensuring I understand every detail. Their expertise and responsiveness have been invaluable. I highly recommend Modus Accountants; they've truly helped me feel confident in my financial decisions.
Modus have been our accountants for several years now and always done an amazing job and very helpful at the right times when running your own business. Recently they have helped us out by stepping in on a temporary basis while we look to re-hire on our accounts side. Thanks to Layla and Sam from all of us at WM Air Conditioning.
I am happy to recommend Modus Accountants who have provided us with diligent and professional accounting services for many years across a significant portfolio of businesses. They offer good value for money and are consistently responsive and friendly. A special mention to Nick who has been our main point of contact for many years and delivered for us time and again.
I have had the pleasure of working with Nick and Margaret at Modus Accountants (Formerly Aries and then Modus Pease) for the past 18 years within my role as a bookkeeper for a small building company. Their professionalism, expertise, and unwavering support have been invaluable to me. No matter the query, they are always thorough, reliable, and incredibly approachable. Both Nick and Margaret understand the needs of a small businesses like ours, and I highly recommend them. Thank you, Modus for your outstanding unwavering service!
Working with Lauren and the whole team at Modus has been great! They do everything around my accounting and tax preparation so timely and efficiently. Lauren has been particularly good and making the tax preparation process as simple and straightforward as possible, and because my tax is prepared well in advance of being due I can implement any changes needed early in the new tax year for maximum benefit.
Thank you, Lauren and thank you Modus!
Thank you, Lauren and thank you Modus!
I am writing to express my satisfaction and recommendation for the services provided by Modus Accountant Big thank you Lauren, Jenna, Mark and the rest of the team. It has been a couple of years since I switched my business accounting needs to their firm, and I must say that I am extremely pleased with their professionalism and expertise.
The team at Modus Accountant has consistently demonstrated a high level of proficiency in handling my financial matters. Not only are they knowledgeable and efficient, but they also exhibit a genuine kindness and dedication to their clients. I have found their services to be invaluable in helping me navigate the complexities of financial management.
The team at Modus Accountant has consistently demonstrated a high level of proficiency in handling my financial matters. Not only are they knowledgeable and efficient, but they also exhibit a genuine kindness and dedication to their clients. I have found their services to be invaluable in helping me navigate the complexities of financial management.
We hold multiple accounts with Modus accountants, Business & Personnel, we find that their knowledge base and communications between all their departments is exceptional and always on point. Any financial issues that need resolving these are completed in a very professional manner and within expected time frames. I would absolutely recommend Modus accountants to any Personnel, Business or Corporation for all aspects of Accounting & Tax liabilities, we are very satisfied with their appointment.
Decided to switch accountant for my IT Limited company to a local company in Oxford area and found Aries Accountants, who are now Modus. They have now been my accountants for both business and self assessment services for over ten years and I have never encountered any issues during this time. All returns have been submitted to HMRC on time and with no issues. I wish to thank Nick and his team for all their help and support since I first stepped into the doors at Aries to now where they have now grown into Modus.
We have dealt with Modus Accountants for many years and they have supported us as our business has grown with excellent service and advice along the way. We would strongly recommend.
Modus accountancy are the go to place,
We are a plumbing and heating ltd company and feal we are an excellent company supplying a competitive reliable service.
This why we are associated with modus as their services and advise is fantastic .
My bookworking skills are not the best but modus keeps me on the straight and narrow.
Services supplied from modus;
Payroll , vat returns , end of year accounts
Any email / phone call answered efficiently
Main people I deal with;
Nick , if nick doesn’t know the answer to a question nobody does , all ways my first port of call to any problems
Margaret, payroll always prompt even on my short notice 🤣 and always a chat
Brooke, deals with my Xero software discrepancy’s and rectifies any other issues I have
Modus team very efficient and feal I personally I am in a small family run business and can call at any time for advice
To sum up ;
Run your business to your best capacity
Modus will take care of the rest
Thanks to all at modus
Regards Paul
We are a plumbing and heating ltd company and feal we are an excellent company supplying a competitive reliable service.
This why we are associated with modus as their services and advise is fantastic .
My bookworking skills are not the best but modus keeps me on the straight and narrow.
Services supplied from modus;
Payroll , vat returns , end of year accounts
Any email / phone call answered efficiently
Main people I deal with;
Nick , if nick doesn’t know the answer to a question nobody does , all ways my first port of call to any problems
Margaret, payroll always prompt even on my short notice 🤣 and always a chat
Brooke, deals with my Xero software discrepancy’s and rectifies any other issues I have
Modus team very efficient and feal I personally I am in a small family run business and can call at any time for advice
To sum up ;
Run your business to your best capacity
Modus will take care of the rest
Thanks to all at modus
Regards Paul
Very professional, excellent advise and very easy to deal with. We highly recommend their services
Since transitioning to Modus a couple of years ago, I have been very happy. The whole team is friendly, efficient, and capable. Sam in particular has helped us to improve the business's financial performance.
Samantha at Modus Accountants has been super helpful and great to work with. She’s always quick to respond, knows her stuff, and goes the extra mile to make things easy. Her advice has been a huge help, and I’d definitely recommend her and the team to anyone who needs a reliable accountant!
I needed help with my self assessment tax return, so went to Modus. I could not have asked for more; the help and support was professional, quick and most importantly, very helpful. Modus managed to find helpful solutions for my tax needs which a Big Four accountant had failed to do in previous years. A big thank you to all the team and I would thoroughly recommend anyone looking for tax or business planning support.
Modus Accountants offer a professional service with quick response time and great knowledge we would recommend for accountancy services and business support.
I am very happy with Modus services. I always have quick replies and helpful advices. They know how to suite their services for my company's personal needs. Thank you for everything.
Great Accountants, reasonably priced.Friendly and knowledgeable staff.
They have been looking after me and my business for 3 years, and will definitely stay with them.
They have been looking after me and my business for 3 years, and will definitely stay with them.
Nick and Margaret could not have been more helpful when my husband was unable to continue his business due to ill health. Their unfailing patience and ability to advise in words of one syllable was particularly valuable in helping me to navigate closing the company. They have also looked after our personal tax returns for many years. Again, the service they have provided has been second to none. They both come highly recommended.
New business owner here, modus have been a great addition to my businesses power team providing exceptional customer service and also helping me understand the most cost effective way to set up my accounts. Great staff who are down to earth/ easy to talk to and always happy to help
I look forward to continuing our journey together
I look forward to continuing our journey together
Our company has been under the guidance of Rupert Pease, Margaret Heaton and Nick Clark for many years, where our business has relied on their professionalism, support and attention to detail, which has been amazing. I expect that ethos to continue with the new company Modus Pearse and from current performance those targets are being addressed - thank you
I've been working with Modus for a couple of years now and they've never failed to be absolutely fantastic, and provide a broad, helpful, and efficient service. Would recommend to anyone.
Both Adam and Jenna have helped me establish my business as a sole trader , assisted with growing the business into a limited company , and guided me through the struggles of understanding VAT and corporation tax,
The software supplied has been the major factor in giving me back time to allow me to grow the business and their help in setting everything up and understanding it has been vital.
Highly recommend this team as they have a very personal approach in finding what you need to best suit your plans.
The software supplied has been the major factor in giving me back time to allow me to grow the business and their help in setting everything up and understanding it has been vital.
Highly recommend this team as they have a very personal approach in finding what you need to best suit your plans.
Excellent Accountancy service from the Modus Team.
I love to understand the in's and out's of my business, and the team have gone above and beyond with their support (and patience!). Their pricing structure is clear and their service is top notch. Highly recommend if you need quality accountancy for your business.
Shout out to Sam & Christian! - Thank you.
I love to understand the in's and out's of my business, and the team have gone above and beyond with their support (and patience!). Their pricing structure is clear and their service is top notch. Highly recommend if you need quality accountancy for your business.
Shout out to Sam & Christian! - Thank you.
Adam is a great asset to Modus Accountants. Business Accounts can be at times confusing. Adam is patient, helpful and very quick at responding. Thank you for all your help.
Modus Accountants are all very professional, very responsive and attention to details. With no doubt it has gained my loyalty to use Modus to handle my day to day accounting needs.
modus was recommended by my accountant, I have always found their customer service excellent. They are extremely professional and nothing is too much trouble. I highly recommend them
Great team of people to deal with. Brooke and Samantha look after our end of year accounts and are very supportive when we contact them for advice. Brooke is so helpful running our payroll each month and somehow manages to make sense of our Vat returns on a quarterly basis. The business has flourished since we swapped over to Modus 2-3 years ago thanks to the help of the team as a whole. Thanks for your help and support guys.
I have joined Modus as a new customer this year, and have been very impressed with their efficient service. Quick responses and matters resolved in an uncomplicated manner.
Excellent accountants and a pleasure to work with. Always quick to respond to queries, and unfailingly pleasant, polite and helpful. Very keen to have a good understanding of our business so that they can work with us more efficiently. In addition to the day-to-day accounts, as our business has grown advice from Modus has really helped us to build strong internal administrative and accounting structures.
We have been working with Brooke for a number of years and she has always provided an outstanding service! She is very efficient, professional and fantastic with her time keeping. Could not recommend higher!
Sam and Mark have been excellent. They have helped many of my property investor clients with their professional service and I will continue to recommend them.
Sam and Jenna are fantastic. Sound advice coupled with timely reporting and efficient service. Recommend highly.
The team at modus are very professional I would highly recommend there services.
Sam has been our accountant for the past 3 years now, his advice and guidance is always second to none, all of our filing is completed in a timely manor and always correct. Could not recommend Sam or Modus more! Thanks again.
Modus have been super helpful to me, with no question too big or small, highly recommend.
Sam was very efficient, knowledgeable and professional from start to finish. Everything was explained clearly and all responses were very prompt. A1+ Thank you Sam
I had the pleasure of dealing with Sam Newport. I can't fault the service provided. Clear communication alongside a quick concise turnaround with my tax returns for the year made it an all round satisfactory experience. With the addition of some unexpected savings, highly recommended.
I have had nothing but a first-class experience since joining Modus Accountants. As well as being extremely knowledgeable of the financial practices, they have supported and coached my overall business growth!
I work with Modus for a couple of years and very happy about their service. They are always very responsive and helpful. All accounts are prepared and submitted on time, even in advance. They give responses and answer my questions quick and clear. My contact person is Samantha Newport and I love working with her.
Great help in the transition from Kavangh's to Modus, and helping me work with new accountant etc. Good advice MTD too! Thank you. It has been greatly appreciated.
Switching to Modus has absolutely changed my business, they are so much more than accountants, they offer so many other services and the quality of work and support is above and beyond. I wish I signed up so much sooner than I did, it would have saved me so much money and headaches!
Modus has been looking after our company accounts and fillings for the past couple of years and we are delighted with the quality of the support received. Highly recommended.
Quick, simple and easy. James answers any queries quickly and clearly. Happy to recommend Modus.
Having taken the step back in 2017 to set up my own business it has been one that I have been very lucky with.
Modus came into the picture within the last 12 months due to taking over from the previous accountants I was using as they had decided it was time for them to retire.
I was a little nervous at first however from the first conversation with Samantha and the team at Modus I was given a huge boost and relief as their professionalism and methods of business is phenomenal.
The advice and guidance already given to me by Modus has been amazing and one I truly appreciate and will continue to learn from so in my opinion I owe Modus a massive thank you for the work they do.
I would highly recommend Modus to any company as both the work and professional service they deliver is first class.
Ian Morris
Managing Director
UK Shade Solutions Ltd
Modus came into the picture within the last 12 months due to taking over from the previous accountants I was using as they had decided it was time for them to retire.
I was a little nervous at first however from the first conversation with Samantha and the team at Modus I was given a huge boost and relief as their professionalism and methods of business is phenomenal.
The advice and guidance already given to me by Modus has been amazing and one I truly appreciate and will continue to learn from so in my opinion I owe Modus a massive thank you for the work they do.
I would highly recommend Modus to any company as both the work and professional service they deliver is first class.
Ian Morris
Managing Director
UK Shade Solutions Ltd
Great friendly team, very professional always on hand to answer any queries we may have and happy to run any additional reports we require.
James Hackney is a very detailed minded, efficient, responsive and responsible accountant. He took care of tax return and company filing of my company very well. He explained all my enquiries patiently. Modus is a modern and professional company which provides helpful and valuable advice.
I am delighted with the support received from Modus Accountants Ltd. My company has just completed its first end of year accounts, which were managed by Sam Newport and her colleagues. I was very pleased with how they brought everything together with little input from me, allowing me to focus on the day to day needs of my business.
Cannot thank Modus enough for all their help and encouragement with my boutique business- My Pilates Flow ! I entered their annual 'Modus Ignite Entrepreneur Competition' in 2021. As a finalist they gave me a complimentary coaching/mentoring session which was incredible! I came away from the meeting buzzing with a whole list of leads to follow up on- ranging from refined branding, how to expand the business and a deep dive into target audience and marketing. I'm working my way through the list and continuing to get great results! This young, forward thinking Company know what they are talking about and I feel privileged to have been given their time. Highly recommend!
The team are just so helpful, really quick to respond and pay close attention to detail. They're able to guide you through even the most granular of queries. It was a breath of fresh air to have our annual tax explained in such simple terms. Couldn't recommend them more highly for personal tax work.
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