Our inaugural Breakfast With Friends event was a great success. Frank Upton provided useful insights on the topic of “Extracting cash and assets” from companies in a tax efficient manner, to a full house of corporate and professional contacts. The slides used in the presentation are available for download here. Extracting Cash and assets If [...]

In this article we will cover the following topics: Why value a company’s shares? How to value a company Applying company valuations 1. Why value a company’s shares? Potential reasons for valuation may be: Selling a company Management buy-out ESOP Raise capital Taxation Litigation Part of a divorce settlement Estate planning You should note that [...]

Introduction The objective of this publications is twofold. First, to set out what I think solicitors should be aware of in commissioning and receiving an expert witness report. Second, and because we are generally asked to report on share valuations, to let solicitors have an insight into the mysterious world of price earnings ratios. Expert [...]

A seminar for Barristers and Solicitors Introduction There are several main areas in which accountancy experts assist lawyers: Professional negligence Employment matters Commercial litigation Fraud Personal injury We will examine the practical aspects of the interface between accountancy or tax expert and the legal profession. Different roles The accountancy / tax expert can occupy five [...]

“Have your cake and eat it” – not something you come across often in the world of MBOs, but obtaining the vendors’ assistance is now a common feature of the MBO landscape. This means much more than the owners helping their management team buy the business, so; what does it mean? when are they appropriate? [...]