Further Reading
Buy / Sell
Sell
We advise on all aspects of business sales, from identification of suitable targets through to final negotiations and completion.
We spend time with you and your team to understand your business, its strengths and weaknesses, so we can not only help you market those positives, but help manage and address the negatives. Our focus is on providing support and advice while seeking to optimise value for the shareholders.
We can also provide vendor due diligence or health checks to ensure that your business is in the best possible shape before selling, providing visibility on any problems that could arise.
Buy
We work with businesses on every aspect of the transaction. Our team will evaluate the opportunities through extensive due diligence, lead your business through price adjustments and advise on the financial aspects of the sale and purchase agreement, highlighting issues that may lead to negotiation of a better price or identifying matters for which warranties and indemnities should be sought. We can also provide an understanding of the ongoing working capital requirements of the combined entities. Our approach is both practical and commercial.
Our team can advise on developing the most tax-efficient structure for your business and will deal with any tax clearances. We have the advantage of being able to bring in all areas of expertise needed for a transaction through our one office.
Capital Markets
Reporting & assurance services
We offer Initial Public Offerings support where we can act as reporting accountants for Standard (LSE), AIM or Aquis listings.
We assist the advisers in their due diligence and advise you of any matters of concern or issues that need to be addressed prior to the listing.
Our team ensures that clients have direct access to the key members of the reporting accountant’s team, including partner level, to minimise delays, reduce management team pressure and create an effective working relationship. Our team prides itself on its commitment to meeting deadlines set by other advisers and our clients.
Company listings
We act as a corporate adviser on Standard (LSE). We will prepare the necessary documents for you, including the prospectus or admission document, and liaise with your other professional advisers and regulatory authority. Once listed, we provide the necessary advice to ensure you continue to comply with the ongoing obligations.
Quasi FD
Whether you are undertaking a listing, sale or acquisition it is essential that your finance function has the resources to deal with the requirements of external advisers and other stakeholders. Every corporate transaction means a period of high pressure for the directors and management team. Our knowledge of the listing and sales processes, together with our technical and commercial expertise, ideally places us to provide a hands-on service in providing practical assistance with information gathering and organising, preparation of key documents, liaising with other professionals to ensure smooth running of the timetable, as well as providing strategic advice.
We aim to make every transaction as simple and stress-free as possible for management by ‘hand holding’ management through the process. We sit alongside management and have the expertise and experience to offer as much or as little support as is required. We are not simply advisers; we are always happy to “roll up our sleeves” to ensure a transaction completes.
Our key services include
- Preparation of financial reporting procedures
- Preparation of financial model
- Analysis and segmentation of financial data
- Population of data room
- Preparation of accounts or historic financial information
- Tax optimisation strategies for the corporate and its shareholders
- Share incentive schemes advice & implementation
We can also provide post-IPO support, including the preparation of financial statements and other services an auditor is unable to provide due to ethical constraints.
Valuations
For various reasons, businesses need to understand the value they hold, whether in their assets or the value of their own shares. We undertake valuations for
- Sales, acquisitions & IPO’s
- shareholder disputes, including divorce settlements
- financial reporting purposes
- tax planning.
Our team is experienced in dealing with a variety of valuation issues, including valuation of businesses, shares, intangibles and share options. Our knowledge of valuation strategies, combined with our experience, ensures a cost-effective and professional service.
We can also assist with the pricing of share issues where the business is preparing for an IPO or sale, and the valuation of target companies during acquisitions. We can provide valuations where there is a shareholder or matrimonial dispute, damages claims or insured losses. We use a variety of methodologies, techniques and judgement to arrive at an appropriate valuation.
Strategy & Business Planning
Business plans and modelling
Our expert team can help you prepare a strategic business plan to meet your objectives, and produce robust financial forecasting models. Find out more about our Strategy & Business Planning services.
Financial promotions
We prepare Information Memoranda for presentation to external funders, providing advice on compliance with financial services regulations and assistance with EIS/SEIS clearances and applications.
