Management Buy-Out (MBO) Services

Completing a successful MBO is a stressful and complicated process for any management team looking to take a greater ownership position with their business.  It comes with some inherent risks of negotiating with funders as well as your own employer and it is critical that you are professionally advised right from the start.

These are, however, our favourite transactions and we would be delighted to hear from you for a confidential discussion.

What sets us apart to advise you, is that we haven’t always just been advisors.  As well as having completed many transactions, our Directors have had their own businesses, been investors, worked at the highest levels in financing institutions and navigated the legal expectations that you will have to go through, bringing a pragmatic, straight talking and commercial approach to advising you.

Our work typically covers a number of stages including:

  • Assessing the overall feasibility of the MBO
  • Negotiating with the Seller/shareholders
  • Advising on business plan, information memorandum and forecast models
  • Determining the financial structure
  • Advise on the optimal tax structure and protections for management and the continuing business
  • Select appropriate Debt and Equity partners from our extensive network and negotiate the best structure and deal for the management, benchmarking terms and pricing
  • Project manage the entire deal from start through to completion

Get in touch

Whether you're setting up, growing or selling your business, if you want award winning accountancy, business and tax advice call us on 01628 770 770 or complete our enquiry form:

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