Management Buy Outs & Management Buy Ins (MBO/MBI)

As a management team you may be wondering how to approach the current business owner with an offer or initiate negotiations. This can be a sensitive subject and our expert team can assist with easing those initial conversations.

Alternatively, as a business owner you may be at a stage where you want to explore your options. Our Corporate Finance team will introduce the prospect of an MBO to your management team and explain the deal in detail. We will structure the MBO with payment terms to ensure all parties are clear on the transaction.
 

Get Advice and Guidance On

Valuation

Identifying a fair valuation and where to pitch an offer.

Preparing an offer or structure to discuss with the current owner or MBO team

And subsequently progress detailed negotiations with the target and their advisors.

Forecasting

Detailed financial forecasts for post-completion.

Raising funds

Approaching our database of debt and private equity contacts to achieve funding.

Reviewing legal documents from CF/accounting perspective

As qualified accountants we understand the financial considerations.

Advice on tax implications

Detailed guidance on what tax you will need to pay, how much it will be and when it will be due.