Private Medical: Case Study 3


A pharmacy business looking to expand by acquisition.

Our Approach

  • Identified an acquisition opportunity which fitted our clients search criteria
  • Assisted with approach and negotiations with target businesses
  • Advised client on key commercial and tax structuring aspects by transaction
  • Advised on integration of acquired business and ensured accounting system could produce KPIs for combined business

The Benefits to the Client

  • Efficient acquisition process resulted in minimal disruption to clients existing business
  • Proactive advice ensured acquisition was done with the most tax efficient structure
  • Accounting systems advice ensured that key business information was available to monitor post acquisition performance

The Plus Factor in Action

  • We helped our client make money by identifying an acquisition opportunity and advising on the most tax efficient structure for this
  • We saved our client time by providing proactive advice and managing the acquisition process so that the client was able to continue managing the business
  • We gave our client peace of mind by advising on all key commercial and taxation aspects of the acquisition
  • We supported them now and in the future by advising on accounting systems and procedures for the combined business which would produce KPIs in a timely and efficient manner
Jill Walker

Key Contact

Jill Walker
Director, Head of Private Client
+44 1224 625111

The plus factor in action

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