---
title: "Provision of Valuations and Tax Advice to Businesses Considering Employee Ownership within Gwynedd"
ocid: "ocds-kuma6s-137179"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-kuma6s-137179"
markdown_url: "https://d3tenders.com/contract/ocds-kuma6s-137179.md"
json_url: "https://d3tenders.com/contract/ocds-kuma6s-137179.json"
source: "Sell2Wales"
current_stage: "Award"
buyer: "CWMPAS"
published: "2024-03-12"
---

# Provision of Valuations and Tax Advice to Businesses Considering Employee Ownership within Gwynedd

Buyer: CWMPAS  
Current stage: Award  
OCID: ocds-kuma6s-137179

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-kuma6s-137179)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-kuma6s-137179.json)

## Summary

The Cwmpas organization based in Cardiff has awarded a contract for "Provision of Valuations and Tax Advice to Businesses Considering Employee Ownership within Gwynedd" to Bic Innovation. The contract, valued at £48,000, was signed on 6th February 2024. This opportunity falls under the services category and involves financial consultancy services. The project aims to support up to 10 businesses in Gwynedd by providing tax advice, company valuations, financial planning, access to finance, and forensic analysis of management accounts.

This tender by Cwmpas offers a valuable opportunity for businesses in the accounting and financial management consultancy services sector to engage in projects fostering employee ownership. Companies specialising in financial advice, company valuations, and management consultancy are well-suited to compete in this tender. Interested parties should take note of the closing date for submissions on 26th January 2024 and the award period ending on 1st March 2024 to participate effectively in this contracting process.

## Notice

To work with a Cwmpas Business Consultant to support up to 10 businesses, (initially) in Gwynedd to investigate the potential of transferring the ownership of the business to its employees.:-* To advise on financial issues including tax; company valuations; financial planning and critically reviewing financial information.* To provide information and support to access to finance to support employee buy-outs and other social business investment needs.* To provide forensic analysis of management accounts; and company restructuring.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Sell2Wales |
| Latest notice | https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=137179 |
| Notice type | S2W Notice - Website Contract Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 12 Mar 2024 |
| Submission deadline | 26 Jan 2024 |
| Future notice date | Not specified |
| Award date | 6 Feb 2024 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £48,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Not specified |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | CWMPAS |
| Locality | CARDIFF |
| Post town | Cardiff |
| Postcode | CF24 4HQ |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL5 South East Wales |
| ITL 3 | TLL52 Cardiff and Vale of Glamorgan |
| Local authority | Cardiff |
| Electoral ward | Cathays |
| Westminster constituency | Cardiff South and Penarth |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 2 |
| Supplier names | BIC INNOVATION; CWMPAS |

## CPV Codes

### Divisions

- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 79210000 - Accounting and auditing services
- 79412000 - Financial management consultancy services

## Release History

- 12 Mar 2024 at 08:55 - Award - S2W Notice - Website Contract Award Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=137179
- 12 Dec 2023 at 14:52 - Tender - S2W Notice - Website Invitation to Tender Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=137179

## Documents

- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=DEC460260&idx=1
  12th December 2023 - ITT Info Doc
- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=DEC460260&idx=2
  12th December 2023 - ITT CY

## Notice URLs

- http://www.bic-innovation.com
- http://www.cwmpas.coop
- http://www.sell2wales.gov.wales

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-kuma6s-137179. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-kuma6s-137179.json.