Business Exit - The Business Exit Strategy Specialists

CASE STUDIES

Getting a Proper Valuation

A South West manufacturing business was valued by the company accountants for £1.65million only 5 months before entering discussions about a sale.

A independent specialist valuation was obtained of £6.572 million, giving an uplift in value of over £5 million, upon which a sale was promoted.

Getting a Specialist Valuation

A Software company with no profits and no tangible assets achieved a sale within 4 months worth over £5 million because of the valuation of Intellectual Property.

Selling to the right buyer

A Construction company was looking to sell for £3.7million. A sale was made for well over £7 million to a buyer not known to the client and not on any business agent’s database – a management buy-in.

The Client stayed on only for a 3-month consultancy period.

Making the sale happen and Avoiding unnecessary Tax

A North Eastern Engineering company wished to sell to 4 managers, but they were unable to find the funding.

A Share Incentive and Trust scheme was established to effect the sale in 3 tranches. The owner received funds at a tax rate of only 10%, and the purchase was funded tax-efficiently from future business profits.

Avoiding unnecessary taxation

A Midlands company sold to a competitor with a structured earn-out at 10% tax rate instead of 41%, resulting in a tax saving of almost £4 million.