Mike Grayer – Corporate Finance Partner
Whether you are looking to float on capital markets, grow by acquisition or sell parts or all of your business, it is essential that you know the full implications of what is involved.
Business transaction advisors and support services
We offer a range of transaction services to help you understand the risks as well the opportunities in a business.
What is Due diligence?
Our comprehensive due diligence approach is designed to add value to the transaction by providing a thorough understanding of the:
The early identification of areas of concern and risk, together with recommendations and advice is an essential part of the service we provide. We have a thoughtful, discreet and bespoke approach to all assignments. We will report to you with the key information you require to make the right investment decision for your business.
- Business drivers and market drivers
- Historical and current performance, including its Key Performance Indicators
- Quality of underlying earnings
- Cash generation
- Tax planning
- Robustness of the financial projections and how they compare to historical and current results
- Employee benefits
- Industry appraisal
- Tax and commercial reputation.
Our specialist Valuations team is able to draw upon expertise from across the firm, as well as many years of experience in performing valuations, in order to provide a high quality output. We are able to perform valuations and provide assistance in connection with the following, for all types of business:
- Share and business valuations for commercial or strategic purposes
- Providing independent valuations for shareholder disputes.
- Fiscal share and asset valuations, including for Income Tax (ITEPA), CGT and IHT purposes.
- Contentious and independent valuations for matrimonial or litigation proceedings
- Share option valuations, for example under FRS 20/IFRS 2.
- Intangible asset/intellectual property valuations, including purchase price allocations under FRS 102/IFRS 3.
- Financial reporting support for impairment reviews.
Almost all commercial transactions that involve acquiring, divesting or restructuring assets have a significant tax implication. We work closely with our tax team to develop and structure efficient tax solutions, no matter how complex the deal.
Transaction support documentation
We can also advise on many areas of acquisition terms and documentation including warranties and indemnities, sufficiency of working capital, net debt and completion accounts.
Contact Menzies Corporate finance team
To speak to a partner or for more information about the services we offer please contact one of the Menzies LLP offices or complete the contact form below.