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EMI vs Growth Shares calculator

What's the best option to give shares to your team - EMI options or Growth Shares? Learn more about how to use the calculator before you get started.

The calculations below are based on a few assumptions.

  • No other shares have been issued
  • Current shareholders have paid nothing for their shares (and will be subject to CGT at 20% on sale)
  • EMI Options are exercised at current share price, only on exit (and will be subject to Entrepreneurs' Relief CGT at 10%)
  • Proceeds from EMI Options exercised are added to exit valuation
  • Growth Shares are issued at a hurdle above current share price

1 Business valuation

Current valuation
Assumed exit valuation
Current valuation
£
Assumed exit valuation
£
 

2 Current shares

Total shares issued
Current share price
Hope premium
Marginal uplift on valuation of shares at the time of issue, to help HMRC be comfortable that no tangible value has been transferred without being taxed. Typically 5-20%.
Hurdle price
Total shares issued
Current share price –
Hope premium
Marginal uplift on valuation of shares at the time of issue, to help HMRC be comfortable that no tangible value has been transferred without being taxed. Typically 5-20%.
%
Hurdle price –
 

3 Current shareholders

Name
Ownership
Number of shares
 
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Add shareholder
Total ownership –
Total number of shares –
 

4 Future shareholders

Name
Ownership
Number of shares
 
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Add shareholder
Total ownership –
Total number of shares –
 

5 Out-turn on exit

 
With EMI Options
With Growth Shares
Name
Net benefit
%
Net benefit
%
Name –
With EMI Options – Net benefit –
With EMI Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
Name –
With EMI Options – Net benefit –
With EMI Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
Name –
With EMI Options – Net benefit –
With EMI Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
Name –
With EMI Options – Net benefit –
With EMI Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
Name –
With EMI Options – Net benefit –
With EMI Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
 
With EMI Options – Total net benefit –
With EMI Options – Total % –
With Growth Shares – Total net benefit –
With Growth Shares – Total % –
Download CSV
 

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