An asset that has highly appreciated and owned in joint names can cause a challenge when it comes to IHT planning. Here we take a look at some careful IHT planning we assisted a client with in relation to a jointly owned asset.
From Complexity to Clarity: Securing Business Sale
A fast-growing gaming tech start-up had developed a powerful software tool to track and analyse the performance of new products.
As they prepared for a potential business sale, they needed a clear understanding of their company’s true value and a credible way to present it to prospective buyers.
Collating and presenting data
The client had over 8,000 transactions in a single year, spanning multiple revenue streams and business entities.
They needed help organising this complex data into a clear, structured picture of business performance, broken down by product, platform, and time period.
Most importantly, they wanted to demonstrate growth trajectory and the commercial value of their subscription-based software tool to prospective investors.
Thinking outside the box
We developed a comprehensive “waterfall” report that analysed, categorised, and summarised all 8,000+ transactions in an investor-friendly format.
The report segmented income from:
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Legacy business operations
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Current operations
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Subscription model tied to the software tool
By mapping value shifts over time, we illustrated:
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Year-on-year revenue growth
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Customer retention and churn rates
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The compounding value of the subscription model
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The commercial worth of the software
This created a robust financial narrative, empowering the client during sale discussions and strategic planning.
The Outcome
Armed with a data-backed valuation model and compelling visual presentation, the client confidently engaged with potential buyers.
They were able to demonstrate not only current earnings but also the long-term value embedded in their subscription tool and customer base.
Ultimately, this clarity helped the client secure a successful eight figure deal!
Key Takeaway
Valuing a tech business goes beyond raw transaction data.
With the right analysis and reporting, thousands of individual transactions can be transformed into a powerful story of growth and value, opening doors to significant commercial opportunities.
Getting in Touch
If your business is preparing for a sale, seeking investment, or simply wants a clearer view of its true value, we can help.
Our team specialises in transforming complex data into investor-ready insights and financial narratives that drive confident decisions.
Request a call back or call us on 01634 731390 to explore how we can help you turn your data into value.
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