Specialist Advisory
Whether you're buying, selling or demerging a business, we'll help you reduce risks, strengthen negotiations, minimise taxes and improve performance.
Due Diligence
Due Diligence
Comprehensive financial and commercial due diligence services to support M&A transactions, enabling acquirers to identify risks, validate assumptions, and make informed investment decisions.
Financial Due Diligence
- Quality of earnings analysis and normalisation
- Working capital analysis and requirements assessment
- Balance sheet review and asset verification
- Cash flow analysis and forecasting
- Financial covenant and debt structure analysis
Tax Due Diligence
- Tax risk assessment and exposure identification
- Uncertain tax position evaluation
- Transfer pricing compliance review
- Tax loss and relief availability assessment
- Post-transaction tax structure recommendations
Commercial Due Diligence
- Market position and competitive analysis
- Customer concentration and contract review
- Supplier relationships and dependencies
- Operational efficiency and process review
- Management and key personnel assessment
MBO / MBI
MBO / MBI
Specialist advice and support for management buy-outs (MBOs) and management buy-ins (MBIs), helping management teams acquire businesses with strategic planning, financing support, and transaction execution.
MBO / MBI Transaction Support
- Transaction structuring and deal negotiation
- Financial modelling and business plan preparation
- Financing strategy and lender presentations
- Vendor negotiations and purchase agreement support
- Tax-efficient transaction structuring
Management Team Support
- Equity structure design and management incentive schemes
- Due diligence coordination and risk assessment
- Integration planning and post-transaction support
- Ongoing financial management and reporting
- Exit planning and value realisation strategies
Buying A Business
Buying A Business
Comprehensive support for business acquisitions, from initial target identification through to post-acquisition integration, ensuring successful transactions that create value for acquirers.
Acquisition Strategy
- Target identification and screening
- Strategic fit assessment and synergy analysis
- Valuation and pricing strategy
- Deal structuring and negotiation support
- Financing arrangements and lender coordination
Transaction Execution
- Due diligence coordination and management
- Purchase agreement negotiation and review
- Tax structuring and clearance applications
- Regulatory approvals and compliance
- Completion support and post-acquisition integration
Learn more about our Buying a Business services →
Valuations
Valuations
Independent business valuations for M&A transactions, fundraising, strategic planning, and dispute resolution, providing robust and supportable valuation analysis using recognised methodologies.
Valuation Methodologies
- Discounted cash flow (DCF) analysis
- Comparable company and transaction multiples
- Asset-based valuations
- Sum-of-the-parts valuations
- Option pricing models for complex structures
Valuation Services
- Business valuations for M&A transactions
- Share valuations for fundraising and employee share schemes
- Strategic planning and value driver analysis
- Dispute resolution and expert witness services
- Regulatory and tax valuations
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Demergers
Demergers
Strategic advice and execution support for corporate demergers, enabling groups to separate businesses tax-efficiently while maintaining value for shareholders and ensuring regulatory compliance.
Demerger Planning
- Demerger structure design and tax efficiency analysis
- Statutory demerger relief planning and clearance applications
- Shareholder value analysis and communication
- Regulatory compliance and approvals
- Separation planning and operational independence
Demerger Execution
- Transaction documentation and company law compliance
- Tax clearance applications and HMRC engagement
- Shareholder approval processes
- Post-demerger structure and governance
- Ongoing support and advisory services
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Succession Planning
Succession Planning
Comprehensive succession planning services to help business owners transition ownership and management effectively, ensuring business continuity while optimising tax outcomes and preserving value.
Succession Strategy
- Succession planning strategy development
- Family business succession and governance
- Management succession and leadership development
- Exit strategy planning and timing
- Tax-efficient succession structures
Succession Execution
- Share transfer planning and execution
- Business Asset Disposal Relief and other tax relief planning
- Employee ownership trust structures
- Management buy-out support
- Post-succession support and advisory services