About the job
About Unity Advisory
Unity Advisory is a forward-thinking, experience-driven CFO advisory firm specializing in integrated finance, commercial, tax, and transaction support. We pride ourselves on being free from audit conflicts and are designed with AI at our core, merging profound technical expertise with automation, analytics, and AI integrated into every engagement. Our mission is to offer a compelling alternative to traditional advisory firms, emphasizing clarity over complexity, results over hours worked, and practical advice delivered swiftly for CFOs facing critical decisions.
The Role
Valuations are pivotal to the private equity and mid-market landscape. As such, we are in search of a full-time or part-time Director to lead our valuation function. In this role, you will have the opportunity to cultivate valuation capabilities within a firm that operates uniquely. Collaborating closely with senior leaders, you will help shape our valuation offerings, influence market strategies, and take an active role in expanding our practice as we grow. Our approach is partner-led, technology-enhanced, and aimed at delivering impactful advisory services.
Responsibilities
Oversee tax and transaction valuation engagements, including compliance, reporting, and restructuring.
Deliver and evaluate UK tax compliance valuations, covering:
Share-based payments and employment-related securities (management incentive plans, growth shares, hurdle modelling, restricted securities, and discount analysis).
Capital gains and inheritance tax (market valuations for private company shares, minority discounts, control premiums, and goodwill valuations).
Stamp taxes (market value analysis for share transfers and allocation of consideration in complex transactions).
Assist in transactions and corporate restructurings, focusing on purchase price allocation and tax basis step-ups.
Assess the value of intangible assets, including branding, technology, and customer-related intangibles, while supporting IP migration and exit charge modelling.
Provide valuation support for corporate reorganizations, including demergers, hive-downs, group restructurings, and capital reductions.
Offer expertise in transfer pricing and international valuation strategies.

