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Athla’s valuation reports support employment law cases and reduce litigation risk.

Employment - incentives

Athla provides valuations for employee incentive schemes, including growth shares and Employee Ownership Trusts (EOTs). We’re often asked to undertake valuations to support applications to HMRC for EMI schemes, Company Share Option Plans (CSOPs) and Save As You Earn (SAYE) schemes.

We also work on unapproved share option schemes and share incentivised remuneration packages. Where appropriate, we provide both UMV and AMV. New legislation in the November 2025 Budget regarding unapproved schemes will see some companies converting these to approved schemes, for which they will require valuation support.

Good leaver / bad leaver negotiations

There are often added complexities to consider when valuing companies in good leaver or bad leaver negotiations. The background and experience of our team mean we have a deep understanding of these issues and how they impact a company’s value.

In cases like these, as well as considering the usual factors required in preparing a valuation, we address additional issues such as the impact that the departure of share-option holders will have on the value of a company and on the share options held by the departing individual.

Our robust reports are designed to withstand any challenges and minimise litigation risk.

Service you’ll receive

01.  Pre-scoping & scoping

Regardless of the size or complexity of the project, we run scoping calls with clients to assess and validate their situation and to understand their precise needs. This results in a scoping document that explains our proposed approach, confirms the resources necessary and provides a line-by-line breakdown of the cost.

02.  Engagement

Once clients approve the scope, we send an engagement letter detailing the project and requesting critical information, such as key contacts. Once the letter is signed, we’re good to go. This is followed by our data request form, which details all the documents and data we’ll need to undertake the valuation, such as published accounts, forecasts and equity details.

03.  Project management

Once we have the necessary data, our team of analysts starts preparing the valuation report. Our project management system ensures we stay on track, highlights points for clarification with the client and focuses the team on delivery. The client will receive a draft report for comment and, following confirmation of any changes, a final report is issued.

Why clients choose us

Responsive to our clients’ needs

Responsive to our clients’ needs

We achieve better outcomes because we work in partnership with our clients, giving them full visibility of their project at every stage; we confer with them throughout the process and share our draft reports if required. This means we can respond and adapt to changing client needs during the valuation process, whilst still retaining our independence, the integrity of our calculations and the clarity of our arguments.
Easy-to-understand

Easy-to-understand

When creating a valuation report, arriving at the final number(s) is only one part of the challenge. It’s critically important that any interested party who reads an Athla valuation report can easily understand it and have confidence in the information presented. This means writing in plain English, clearly explaining our analysis and always justifying our conclusions. The feedback that we have had indicates that our approach is highly valued by company directors, shareholders, professional advisers, potential investors, buyers, sellers and HMRC.
Detailed, accurate and evidence-based

Detailed, accurate & evidence-based

The arguments we make in our valuation reports are validated against thorough research and detailed evidence, including macroeconomic and company-industry factors. This ensures our valuations will withstand scrutiny if challenged. All the evidence we use is included in the final report, with references to data sources, so that it can be independently verified.

Delivered quickly and cost effectively

Delivered quickly and cost effectively

In most valuations, time is of the essence – that’s why we always aim to deliver reports as quickly as possible. Our proprietary valuation tool, developed in-house, speeds up the process and ensures accuracy. Once we have collated and analysed all the core data, an accurate valuation can be generated within days, although complex situations often require more time.



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Athla Capital Management Limited is a private limited company registered in England and Wales. Registered office, 51 Stoneable Road, Radstock, England, BA3 3JR. Registered number 11481145. Athla Capital Management Limited is an Appointed Representative of Frank Investments Ltd which is authorised and regulated by the Financial Conduct Authority FRN #627697. We maintain appropriate professional indemnity cover to support our trading activities.
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