For many owner managed businesses, the decision to sell is perhaps the most important and challenging, they will have to make. Indeed, it is often, as part of a retirement plan, a transaction that only happens once in an entrepreneurial career.

From preparing the company for sale, through to identifying suitable strategic purchasers, we understand the importance of the careful planning required to maximise shareholder returns when exiting.

Cottons Corporate Finance is here to help you

We will work with you to ensure that the business is in its best possible shape for disposal. This often means engaging us as early as possible, potentially three years, in advance of a desired sale. This allows us to work closely with you to understand and advise on all aspects of your business to ensure that it is a highly attractive proposition to prospective buyers.

Areas of opportunity to maximise value range from renegotiating the lease terms on buildings, recommendations on the organisational structure, through to the use of tax efficient employee share schemes to help cement employee loyalty during a period of significant change.

We have a breadth of experience in all types of disposals enabling us to advise on a multitude of deal structures; whether that is passing on the business to other family members, a management buyout (MBO) or buy-in (MBI), or a sale to a third party or Employee Ownership Trust. Our expert advice can lead you through the advantages and disadvantages of each option and identify the most suitable structure for you.

We will manage a robust and discreet sales process on your behalf, leading you through all key stages of the sale process. Our professional and expert skillset works to ensure that the sale runs smoothly and optimum value is realised upon exit.

We can assist with:

  • Disposal strategy formulation – objectives, timing and approach.
  • Pre-sale business preparation.
  • Business Valuation.
  • Preparation of Information Memorandum, business plans, financial models and forecasts.
  • Identification of, and approaches to, suitable potential buyers.
  • Offer vetting and negotiation.
  • Management of the due diligence process.
  • Contractual negotiations management – including legal advisor liaison.
  • Tax advice on proposed deal structure.

It’s the key event. So let’s talk succession, let’s talk strategy, let’s maximise shareholder value.