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Whitehall Corporate Finance
25+ years experience
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Services
Proven Results for Entrepreneurs
Management Buy Out/Buy In (MBO/MBI)
A Management Buy Out (MBO) is often a less onerous route for disposing of your business and it may also provide the solution if you have ambition to own your own enterprise.
A Management Buy In (MBI) refers to a transaction where someone external to the organisation is identified to lead the purchase from the existing stakeholders.
A Vendor Initiated Buy Out (VIMBO) is a blueprint by the owner to sell to management at a predetermined value, over an agreed timeframe and often involves the vendor arranging the appropriate finance.
It is easier to fund an acquisition if you have personal funds at risk, however, not every case is the same and we adapt to the opportunity presented.
Business Disposals
Often one of the most important decisions made by a stakeholder, it needs to be handled by advisers with proven experience and ability.
A well organised stakeholder will take steps to prepare their business for sale and their exit strategy might start several years before they intend to retire. Formulating an exit strategy increases the prospect of identifying and negotiating a successful disposal.
There has been much speculation that rates of capital gains tax for entrepreneurs will increase. Whilst this hasn’t been confirmed, exiting now means tax liabilities can be pre determined.
Let us help you you create a compelling case for prospective suitors.
Employee Ownership Trusts (EOT’s) have seen a rise in popularity and is another exit route that may be suitable for you. Under certain circumstances, vendor could pay zero capital gains tax.
Business Valuations
Understanding the value of your business can inform on many aspects of your life. You might seek a valuation as part of:
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retirement planning;
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estate planning;
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insurance cover;
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shareholder dispute, or
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matrimonial breakdowns.
We have a wealth of experience providing shareholders with an assessment of value.
Raising Finance
With a wide range of bank and private equity contacts built up over years, let us guide you through the ever changing financial landscape.
Whilst traditional sources still remain, there are now a multitude of alternative funders including, peer-to-peer organisations and family offices.
Your organisation may also qualify for grants.
Challenge us to find a funding solution to unlock that business potential.
Financial Due Diligence
We carry out an investigation into aspects of the financial integrity of a business and provide detailed analysis of our findings.
Certain Financial Institutions often require financial due diligence as part of their lending policy.
Covid 19
The global pandemic had a profound impact on many commercial organisations, with very few exceptions.
Initially there were several Government backed financial initiatives, however these have mostly been phased out.
That said, the following scheme is available, and most borrowers do not have to prove they have been adversely impacted by Covid 19.
Recovery Loan Scheme Aug 22 (RLS)
RLS lenders are able to lend UK trading businesses/groups (with turnover of <£45m) up to £2m, with the Government providing a 70% guarantee. Duration from 3 months to 6 years depending on the type of facility. Pricing is capped at 14.99% to include annual interest and charges. The amount offered and the terms are at the discretion of the participating lender, who may require a personal guarantee (PG).
Your local authority may also offer grants or financial support.
Please feel free to contact us, if you’d like to learn more.
Business Rescue/Turnaround
Commercial operations are facing significant financial headwinds due to the changing status of the global economy and directors often feel that lenders and other stakeholders are unsupportive.
Our business rescue advisory services are delivered through trusted partners and can help you to turn your business around, or assist with potential rescue through a restructuring.
Their focus is to provide options and to guide you through your current situation.
Business recovery projects take many forms. Projects involve developing, managing and implementing bespoke solutions that could help resolve those financial difficulties.
Business recovery assistance covers financial, strategic, commercial and stakeholder management.
Contact Us
3 Park Square East, Leeds, LS1 2NE.
07977 409389
Contact us and find how our services can benefit you.