Construction & Property: Case Study 1


A local property developer struggling with funding and looking to secure its future to allow it to realise its investments in key development opportunities.

Our Approach

  • Assisted with negotiations and detailed financial projections for the bank to ensure their continued support and allow company to pursue refinancing options
  • Identified and made appropriate introductions to potential investors
  • Negotiated on the company’s behalf suitable refinancing terms with a preferred investor
  • Advised on appropriate deal structure
  • Considered tax position of Company
  • Identified areas where investment could be more tax efficient
  • Supported Company with managing cashflows throughout this critical period

The Benefits to the Client

  • The introductions provided gave options to the client and provided a successful outcome
  • Support on areas where they didn’t have expertise internally
  • Potential tax issues identified
  • Allowed client to focus on commercial aspects of the investment

The Plus Factor in Action

  • We helped our client make money by supporting the Company in discussions with bank to secure its future and allow it to realise the significant value of the opportunities it has
  • We saved our client time by providing support through the acquisition process our clients limited resources could focus on their day job
  • We gave our client peace of mind by providing support with financial projections, due diligence and review of legal agreements we could highlight any risks that existed and give client ability to make decisions that gave peace of mind
  • We supported our client now and in the future by providing audit and corporate tax services for several years the client had confidence that we could support them at this critical time