Chartered Accountants // Chartered Tax Advisers
We provide corporate finance advisory services to individuals and businesses. Our services range from advising clients on the acquisition or disposal of a business, advising on management buy-outs to obtaining funding for the acquisition of a business or property and working capital requirements. We use straightforward, understandable language. Our service is Director led and we never win business and pass it tomore junior staff to do thework. TheDirector youmeet at the first meetingwill be theDirector leading thework. We combine significant accounting, banking and taxation expertise to ensure that your transaction completes smoothly.
Funding fromBanks and Specialist Lenders With our in-house banking expertise and experience we have a substantial network of banking contacts within the mainstream banks, challenger banks and more niche specialist lenders. We only ever place your lending proposal with funders we know and have a close business relationship with. Our knowledge of the debt markets means we only ever place your proposal with funders who have the right appetite to lend for your specific needs. We advise on all aspects of debt financing and refinance of existing borrowing, including invoice finance, asset finance, trade finance, cash flow loans, property investment and development. Business Acquisitions andDisposals Buying or selling a business is not something you will do every day. For us, it is our day job. We will set out for you, in simple terms, the steps in a business acquisition or disposal. Using our extensive corporate finance database, technology systems and web-platforms, we can reach known vendors and purchasers of businesses in your sector. We will be with you at each step in the process, listening to and understanding your requirements and objectives and providing you with pro-active advice. We will assist you with negotiation of terms, undertake due diligence and manage the legal process through to completion. Tax Tax strategy is one of the key components in any corporate finance transaction. How a deal is structured will have different tax ramifications. The sale of a company’s trade will be a different tax proposition to the sale of the company shares. Our Tax Directors are experienced in tax aspects of business acquisitions and disposals andwill ensure that the deal is structured in themost tax efficient manner. A buyer of trade assets will need to focus on what assets they are buying; for example, maximising tax reliefs and capital allowances on any plant and machinery they are purchasing with the trade. A company buyer will need the comfort of knowing that there are no ‘tax skeletons in the closet’ of the target company. Our Tax Directors are experienced in tax due diligence and the appropriate drafting of tax warranties and indemnities to protect the buyer (or indeed, the seller, if we are dealing with the sale of a business). A seller will wish to maximise after-tax consideration. Our team will advise on the structure of the consideration to optimise tax efficiencies. Theywill provide the appropriate advice, depending on whether the consideration is to be satisfied in cash or shares or a combination of both or whether payment is immediate or if there is an element of deferred payment or earnout. They will
identify and maximise the benefit of tax reliefs such as entrepreneurs’ relief, roll-over relief, the use of available losses and consider, where appropriate, potential tax deferral, succession and estate planning including strategic use of Family Investment Companies and Trusts. Management Buy-outs Acquiring a business from your boss, or a founding principal of the business you work in, is a complex process. A significant aspect of our work is to act as the buffer between you and the existing owner throughout the MBO process, to communicate effectively with her/his advisers on contentious issues and protect the personal relationship that you have built up. An important part of the MBO process is finding the right funding partner for your acquisition: one who shares your vision for the business and can provide you with the capital to acquire the business and the working capital to allow the business to continue to grow. Our in-house banking expertise is perfectly placed to assist you to raise those funds. Tax requirements are an important consideration in an MBO and our TaxDirectors have advised clients inmany successful MBOs in recent years. They are well versed in the potential traps and their input at an early stage to help plan the strategy is vital to a successful transaction. GrowthCapital For established businesses which are looking for capital to expand or
restructure operations, enter new markets or finance a significant acquisition, we have access to a broad network of corporate and private investor contacts including private equity, venture capital and business angel investors. We have knowledge of the type of deals they are looking for and can help present your business case in the best light, assisting with business plans, financial We are experienced in assisting companies to review their current strategy, consider their short and medium term objectives and create and implement a practical strategic plan. In some cases, we can arrange capital extraction without significant share dilution using structured finance and in other cases, we can prepare companies for a full, or partial, exit and assist with the disposal as outlined above. forecasts and negotiation of terms. Strategic Planning/Exit Planning
Funding from Banks and Specialist Lenders
Business Acquisitions and Disposals
Tax
Management Buyouts
Growth Capital
Strategic Planning/ Exit Planning
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