We’ll conduct a strategic review of your options relating to the purchase, sale or merger and we’ll provide you with a report which will include our recommendations on the best options in the context of your objectives.
Identification of funding opportunities
We’ll identify and recommend potential funding sources e.g. debt, equity, grants and we’ll liaise with banks, funders and potential investors/grant providers on your behalf in order to secure the right funding package to suit your requirements.
Business valuations – how much is your business worth? How much will suitors be willing to pay?
We’ll give you an indication of the current market rates and your negotiating positions.
Grooming for sale
It can take anywhere from a 12 mths to a few years to get your business ready for sale. We’ll help you to groom your business for sale.
We’ll analyse all the aspects of your business that will be scrutinised by potential buyers/investors to get your business investment ready and to maximise the price you receive.
MBOs and MBIs have become an increasingly used succession/exit planning strategy for business owners who are either looking to retire, semi-retire or completely move out of the industry they are in.
To begin the process, we’ll conduct a feasibility study for the management team, including developing the business plan, projections, key sensitivities and how these may impact on the business and the price.
Before you buy or invest in a business you will want to know exactly what you are getting for your money.
You’ll want to know, as will your funders, what returns will be generated initially, and over the next period e.g. 3-5 years. And if there are any skeletons in the cupboards, you’ll want to know exactly which room they are in.
Identification of buyers
Using our wide network of industry and trade contacts we’ll work with you to identify of potential buyers and we’ll prepare the Information Memorandum.
Manage process from beginning to completion
We'll manage the purchase/sales administration process on your behalf. This will include conducting due diligence and tax diligence, negotiating with the buyer/seller, funders and other advisers involved in the deal.
Well also assist with the legal documentation and agreements and the completion accounts and deferred considerations.
Tax & other impacts
We’ll identify the potential financial and tax consequences of the deal on your business today and your tax bill this year (and in future years).
We’ll recommend the most tax efficient way of structuring the purchase and we’ll advise you on any tax warranties, indemnities, revenue clearances, VAT and any SDLT/LBTT that may be due.