Introduction
Ledgy offers a range of valuation services to help you stay compliant and manage equity effectively. Whether you need tax valuations like 409A and HMRC schemes or fair market valuations for expensing, our expert partners ensure accurate and reliable assessments. This guide outlines the valuations we support and how you can access these services through your Ledgy subscription.
What valuations do we support?
Tax Valuations
HMRC (EMI, CSOP, Growth Share)
BSPCE
IVS
Fair Market Valuations
FMV Input for IFRS2 expensing
Expensing schedule
How to access our valuations services?
Our valuation services are available as an add-on for Ledgy customers on the Scale plan and above. If valuations are not yet included in your plan, please reach out to your assigned CXM to assist you in upgrading your plan to include valuations in your subscription.
If you already have valuations included in your subscription and have completed onboarding and roll-out of Ledgy, please reach out to your CXM to kickstart a new valuation project. They will guide you through the process, gather all required information, and connect you with our partners at either Aranca, Cooper Parry or Deloitte (the partner assigned will depend on the service agreed in your subscription).
For more information on our valuation services, please feel free to reach out to [email protected].