Getting your business tax planning right when selling a business can mean an improvement of hundreds of thousands, possibly millions, in your net returns on a sale. With so much at stake, tax should not be an afterthought.Book a meeting
Business financing is sought for the specific purpose of funding business activities which can include acquiring another business, management buy-ins (MBIs) or buyouts (MBOs), a key growth project or investing in new talent. Business financing can help you achieve your growth objectives and strengthen your overall competitive advantage. But the process to secure the business funding you need can be time consuming, stressful and costly if you don’t know what you’re doing.
We work with ambitious, high-growing businesses that have funding needs in excess of £2m and regularly approaching £100m. Our clients’ needs will typically be for sophisticated finance products such as cash flow based lending or private equity investments. Our value lies in helping clients access funding that relies on confidence in future trading and cash flows.
We can confidently say that every client we engage is unprepared to take their funding proposal to their business bank or alternative lender. Being unprepared for funder scrutiny can significantly reduce, or entirely remove, your chances of getting the financing your business needs. Remember: first impressions count.
The typical things that can erode funder confidence and jeopardise your chances of securing a business loan include:
Funders need to have confidence in you and your business from the beginning to the end of the financing process. In the world of funding first impressions matter and you must never approach the funding market until you are truly ready. We can help you get ‘market-ready’ to deliver funder confidence and secure the funding you need to make your ambitions happen.
By using our business funding advisory services, our experts will ensure that your funding proposal stands up to funder scrutiny and gives you the best chance of securing the funding you need. Below are the different types of business financing we can help you secure:
Yes! Ensuring that you are taxed in the most efficient way on a business sale can mean the difference between paying 10% or close to 50% on your sale proceeds. This is a very significant difference given the sums involved. Don’t let the taxman benefit from your hard work though lack of careful planning or overlooking tax benefits that are available to you.
Learn more on capital gains tax on business sales by visiting HMRC
Learn more on business asset disposal relief by visiting HMRC
We work with seasoned entrepreneurs and high quality management teams in UK SMEs and small-cap PLCs that have the ambition to achieve scale by acquiring or merging with other businesses. In merger and acquisition transactions we often act as an outsourced Corporate Development team helping our clients meet their strategic growth goals.
Here are some typical mistakes made by owner-mangers when considering their tax strategy on a business sale:
When planning a business sale, it is important to implement a successful tax strategy. This strategy should maximise the tax reliefs available to you and minimise tax leakage within the business. A successful tax strategy will:
Our tax planning experts will help ensure that you hold your business in the most tax efficient manner in readiness for a transaction, identify tax risks within your business and make sure your eventual deal is as tax efficient as possible. This is what our advisory service provides:
We will review the manner in which you are holding your business assets to ensure that this is structured in the most tax efficient way. We will look at maximising Business Asset Disposal Relief, and inheritance tax planning, as well as considering any pre-sale corporate restructuring that might be required.
We will conduct a tax due diligence exercise to ensure the tax affairs of your business are compliant and as efficient as possible. We will help you mitigate any tax risks with in your business as well as minimise the tax you are paying in the lead-up to a sale.
Tax structuring is an essential part of the deal negotiation process however, it is all too often considered as an afterthought. Our tax strategy advisory service is delivered in complete harmony with our business sale advisory services making sure you receive always joined up and coherent advice.
You will need to declare and pay your tax arising from selling your business in the January following the tax year in which the deal completes. We will support you and your personal tax advisor in making preparing all paperwork to support your tax declarations.
Having your ‘sell-side’ advisory team working in close partnership with your tax strategy team adds huge benefit to the smooth completion of your business sale transaction.
We can anticipate likely deal structures based on our deep understanding of your business and remain several steps ahead of the transaction.
Given the value at stake, we give you peace of mind that you are not paying unnecessary tax and eroding your net deal returns. Our one-stop model gives you one place to turn for any deal related questions.
We have taken many clients through this process. We are renowned experts and have many years’ experience helping owners accurately assess the value of their business. We have helped numerous clients to exit their businesses and realise their ambitions.
The truth is that building value takes time and there are no real short cuts. This is why starting an exit planning process early is always beneficial. An organisation can take time to change, processes can be challenging to imbed and should an element of repositioning in the market be needed, it can take several years to complete.
It is never too soon to start thinking about the exit of your business. However, our process is most effective when you are planning for your exit to be between 12 and 36 months in the future. This gives us sufficient time to deliver our process and for you to implement our recommendations which will then facilitate a significant return on your investment with us.
Corporate finance transactions are not an everyday activity and it is unlikely your team will have the skills and knowledge required to navigate a deal. We provide expert advice to ensure a successful outcome.
We are experts in selling mid-market owner-managed businesses and have managed sale processes on behalf of clients that have involved some of the world's largest buyers (such as Unilever), as well as much more modest companies, through to private equity and everything in between. We ensure that your business is fully prepared for the transaction and maximise its value by positioning the business with buyers in the best possible way. Our experience ensures that you aware of what is coming next so that you can stay several steps ahead of negotiations. Selling a business is the largest transaction of many business owners' lives. It is not the time to ’learn on the job‘ but the time to ensure that you have the absolute best experts alongside you.
We work with businesses looking to sell that have a value of more than £5m. We may agree to work with slightly smaller businesses in circumstances where a buyer has already been approached and the mandate falls short of a full marketing process. There is no theoretical maximum value of the businesses that we work with. Recent sales values have approached £100m and our median deal value is between £20m and £30m.
No, we are not brokers. We are professional advisors. Whilst our role often involves the introduction of parties to a deal, our value is much greater than a simple introduction service. We support you in the development and articulation of your business case, the negotiation of terms and the management of completion - all of which materially improve the end result, adding significant value to your transaction.
Our fees are predominantly ’Success Fees‘, meaning that we get paid on completion of the deal. We take great care to make sure our fees are aligned with your goals and we take pride in our fees always being a proportion of the value we add. A smaller proportion of our fee is structured as a ’Commitment Fee‘ which is paid monthly whilst we are working on your sale.
The process of preparing a business for exit, marketing the opportunity and completing a deal, take an average of around nine months. However, this all depends on the readiness of the business and the value aspirations of the owners. We have worked with business owners for several years before an exit is formally started to align business value and personal financial aspirations.
Yes, we have completed cross-border transactions on numerous occasions. We are fully capable of accessing international buyers and investors looking for opportunities in the UK. However, all our clients are UK based entities.
We have specific sector knowledge derived from many years of collective deal making experience. However, we pride ourselves on the diversity of sectors we work with which challenges us to think creatively. This creative and challenging approach brings huge value to our clients when helping them to build robust business cases. See some of our specific sector experience.
Certainly not! Our aim is to become part of your extended team keeping you up to date with all developments. All decisions are yours to make. Our aim is to make those decisions easier.
We take all of our clients through a carefully crafted journey. This not only ensures that we are a great match for each other but, once engaged, it helps us to deliver exceptional client service that exceeds expectations.
Why Shaw & Co
Our highly talented people are creative, innovative and thrive when faced with a deal-making challenge. It's no surprise that we make deals happen and turn your ambition into a greater outcome.
Fees & charges
Our objective is to ensure that our fee more than pays for itself from the value we create for you and your business.
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