The launch of topical Corporate Finance Guides

Corporate Finance Guides

As recently mentioned, the Corporate Finance team will soon be issuing guides to assist all staff and clients to understand more about what the Corporate Finance team do, how we can help, and the services we offer.

Our guides will cover key topics that are based on the most frequently asked client questions:

• Business Valuation Guide – What is my business worth?
• Sale Process Guide – How we can assist with selling your business?

We hope these guides will help you to understand more about what we do and enable you to identify key opportunities to discuss these areas, when working with clients.

Succession/Exit Planning/Sale Mandates

Where possible when interacting with clients we should find out what their future plans are, as this can only aid us provide them with the best service. This includes how they intend to exit their business. It may be that they’re looking to sell their business, orchestrate a management buyout, or in the simplest of cases, they are looking to retire and close their business down.

When’s the best opportunity to raise this with clients?

Ideally, we get the opportunity to speak to these clients as early on in their journey as soon as possible to give them the right steer, however, the following meetings could also prove effective:

• Part of a pre-year-end tax planning meeting
• An accounts finalisation meeting
• During an informal chat, you could consider asking: What is their future exit strategy? At an appropriate time.

Such conversations have led us to picking a couple of sale mandates, both of which are at advanced stages, recently including Matthew Barnett flying out to Copenhagen to liaise with a potential buyer! We hope these will conclude in successful sales.

If you are unsure about your approach on this, please do not hesitate to reach out to the Corporate Finance team. Please note: The corporate finance team will be presenting on the 22 July for the Dyer & Co team.