Advisory

The decisions around the deal matter as much as the deal

A sale, merger, acquisition or restructure affects more than the business changing hands. We help you see how it fits your wider ownership, family and future plans.

Discuss your plans

When we come in

When a review may be useful

  • You are preparing to sell

    A full or partial sale is on the horizon, and ownership, family and tax arrangements need to be ready for it.

  • An acquisition is taking shape

    You are buying a business and want the structure, control and funding to support the next stage.

  • A merger or restructure is proposed

    Bringing businesses together, or separating them, raises questions about ownership, roles and control.

What we consider

The questions behind the structure

  • Fit with your wider objectives

    How the transaction supports, or changes, your commercial plans, family priorities and the next generation.

  • Structure, control and capital

    How ownership, control and funding should be arranged before, during and after the deal.

  • The connected consequences

    Which tax, legal, governance and succession questions need specialist input before you commit.

An agreed route from understanding to action

We assess how a proposed transaction fits your wider objectives, then coordinate the agreed structuring and implementation work with your corporate finance, legal and tax advisors. Each engagement is scoped around the transaction at hand.

Explore the Family Wealth Health Diagnostic

What should the transaction achieve for you?

Tell us what is changing and which decisions need attention.