Protect the future of your business with expert succession planning support.

We offer comprehensive advice on how to structure transactions tax efficiently in situations such as acquisitions, disposals, restructuring, mergers, demergers, management buy-ins and management buy-outs.

Our expert support covers many areas, including transaction advice and support, acquisition and disposal related tax and VAT advice, pre-disposal health checks, financial and tax due diligence (for vendor or buyer), exit route planning for investors, management buy-outs and buy-ins, key employee retention and incentivisation and succession planning.

Management buy-outs (MBO) and management buy-ins (MBI) are complex (but exciting!) transactions and need professional project management so the transaction is completed smoothly, without any negative effect on the business. For the owner who is leaving the business, an MBO has the benefits of continuity of management and no need to share confidential information with outside parties.

An MBI works in a similar way to an MBO, but with the key difference that the management team is external to your business. The potential challenges are different too, as MBI teams won’t understand the business as well as an MBO team. On the flip side, they can often bring in sector experience and an external viewpoint, allowing them to identify the potential a business has to create strong returns for shareholders.

Mergers and Acquisitions

When it comes to growth, acquisition is often quicker than a more general organic approach. and can provide opportunities for business diversification.

Acquisitions aren’t guaranteed methods for success though. Many fail to reach their potential for many reasons, including poor strategic fit, no integration plan or the acquiring business failing to predict potential challenges with the quality of earning.

We can help you avoid these pitfalls and decide if growth by acquisition is the best strategy for you, working with you to maximise your chances of success.

Business Sale

One of the biggest, most daunting and potentially most rewarding choices you can make is to sell your business.

We’ll help you from start to finish, taking you through the process and showing you how to maximise the value of your business. We’ve worked on many business sales over the years, and our experience can make each stage of the process simple, as we offer sound commercial advice and support, so you’re able to remain focused on running your business throughout.