Dyke Yaxley, a member firm of The Corporate Finance Network with offices in Shropshire and the United States, was instructed to carry out an independent valuation to support a client in issuing growth shares under an EMI scheme.
Led by Sarah Hartshorn and Alan Jebb, the team worked alongside the client’s local external accountant to deliver a robust valuation. This was a crucial step to enable the client to structure an Enterprise Management Incentive (EMI) scheme designed to issue growth shares to new shareholders.
As part of the engagement, Dyke Yaxley also prepared and submitted the EMI application to HMRC, ensuring the scheme was compliant and structured appropriately. The process required careful consideration of valuation methodologies, shareholder objectives, and HMRC requirements to deliver an outcome that met the needs of all parties involved.
This assignment reflects Dyke Yaxley’s experience in advising on share valuations and tax-advantaged share schemes, where independent and objective input can play an important role in helping businesses align incentives with long-term growth.
The outcome? A successful valuation that was used by the client to grant EMI options to the management team, supporting the retention and motivation of key staff to drive future growth.
