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Transaction services

Whether it’s the proposed purchase of a business or shares in a company, or a sale, we have the experience to help and guide you through the process.

Working with your other advisers – a solicitor or another agent – we’ll help to ensure that appropriate due diligence is undertaken so that you know what you’re buying. We can help if there are funding requirements from the bank or other investors.   We’ll consider and advise on the most appropriate form of trading entity to meet your long-term needs.

And if the time comes that you want to sell your business, or a part of it, we’ll consider ways in which you might maximise any available tax reliefs, including Entrepreneur Relief, whilst at the same time look to minimise your exposure to ongoing risk of claims against you from a prospective purchaser.

If, on the other hand, some form of management buyout is the most appropriate way that you intend to pass on the business, doing so in a way which maximises value for you is critical.

Similarly, if you have plans to pass shares on to the next generation in your will or by way of gift into trust, we can advise on the most tax-effective way to do so.