Our Approach
- Initial succession planning advice discussed with managing director two years prior to disposal process beginning
- Full marketing process undertaken with AAB identifying a selected number of potential acquirers
- AAB identified the eventual acquirer which has an existing business albeit a different market to the target
- Specialist tax advice on indirect and international tax liabilities
- Project managed the transaction to successful completion with managing director and finance director leaving the company and other shareholders investing in the acquirer
- Identified and managed shareholder expectations in difficult trading conditions
The Benefits to the Client
- Successful negotiation of initial offer with all consideration being received at completion
- Facilitated a tax efficient investment opportunity for retaining shareholder to invest in the purchaser
- Enabled a tax efficient option for all shareholders to acquire the Company’s new premises to facilitate future income
- Added value, sustainability and opportunity for growth of the combined group post completion
- Opportunity for company to mitigate known tax liabilities not previously aware of
The Plus Factor in Action
- We helped our client make money by enabling a tax efficient option for all shareholders to acquire the company’s new premises to facilitate future income
- We saved our client time by undertaking initial succession planning advice with management director two years prior to disposal process beginning
- We gave our client peace of mind by identifying and managing shareholder expectations in difficult trading conditions
- We supported them now and in the future by adding value, sustainability and opportunity for growth of the combined group post completion
