Capital Budgeting Advisory
Test the investment before you commit the capital — NPV, IRR, payback and the financing behind it.
Explore serviceTransaction & Deals Advisory New service
Deals fail on structure and timing far more often than on price. We sit on your side of the table from the first approach to the closing statement, and keep the financial and tax consequences of every clause visible while there is still time to change them.
Transaction & Deals Advisory
What the service covers
Scope of work.
- Deal structuring — asset versus share or member's interest purchase
- Tax-efficient structuring of the consideration and payment terms
- Financial input into sale agreements, warranties and conditions precedent
- Negotiation support and preparation of counter-positions
- Funding structure and debt capacity assessment for the acquisition
- Completion accounts, price adjustments and closing statements
- Post-transaction integration of finance, payroll and reporting
What you receive
- Deal structure memorandum with the tax consequences set out
- Financial input on the agreement and schedules
- Completion accounts and price adjustment calculation
- Post-completion integration plan for the finance function
Who this is for
Business owners selling or acquiring, partners restructuring their shareholding, and groups reorganising entities within a structure.
Method
How we run it.
Every engagement is scoped and priced in writing before work begins, prepared by a qualified professional and reviewed by a second before anything is released.
Start a conversationStrategy
We establish your objective, the walk-away position and the constraints on structure.
Structuring
Alternative structures are compared on cash, tax and risk before you commit.
Execution
We coordinate with the legal team and support the negotiation through to signature.
Completion
Completion accounts are prepared and the adjustment is calculated and agreed.
Related
Often engaged alongside this.
Business Advisory & Support
Registrations, secretarial work, strategy and the bespoke work that does not fit a category.
Explore serviceAccounting & Bookkeeping
Transactions captured, reconciled and reported every month — in SAP, QuickBooks, Xero, Sage or on paper.
Explore service
Next step
Let's look at your numbers together.
A first conversation costs nothing and usually clarifies more than a proposal does. Tell us what you are dealing with and we will tell you honestly whether we are the right people for it.