Local business sells out to national retailer

Case Study15th Sep 2021


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Our Client 

A local retailer running a profitable business was under pressure to regularly invest in improving facilities whilst competing with national businesses for place in the local market. Owners decided to sell business to national retailer. 

Our Approach 

  • Took time to understand the client’s aspirations 
  • Supported delivery of information to purchaser 
  • Assisted the owners to structure the deal in a manner that was tax efficient 
  • Considered tax implications of deal 

The Outcome 

  • Provided support through the disposal process in responding to buyers queries our client was given time to continue to focus running the business whilst the deal was ongoing 
  • Our robust audit and tax compliance process meant that come the time of disposal the due diligence went smoothly 
  • Tax efficient deal structure identified and complex matters managed by our expert team 
  • By providing audit and corporate tax services for several years we were delighted to continue to support the client post disposal with private client and wealth management services  

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