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Deep Dive into...preparing for your business sale
About This Webinar
Preparing for your Exit
Achieving a successful exit from any business requires careful planning and preparation, often years ahead of the event itself. This is particularly important in the current market where due diligence is more thorough, and sellers must clearly demonstrate the value of their business to potential buyers.
When a sale is reactionary, the results are often suboptimal and developing a clear exit strategy provides the ability to avoid events dictating when or how to sell.
Our Deep Dive Webinar will provide insight from our Corporate Finance and Tax experts covering the following areas:
Agenda
- Objectives – establishing the key objectives of the exit between financial and non-financial priorities
- Options – understanding the range of exit options available to business owners
- Buyers – types of buyers and the importance of understanding how buyers assess value
- Sale process strategy – tips for preparing for a competitive sale process and demonstrating future value to buyers
- Deal breakers – common deal breakers and areas to address before going to market
- Taxation – matters to consider in optimising post tax sale proceeds and transaction structures
- Management and employees – when to bring team members into discussions and methods of incentivisation leading up to an exit
- Due diligence and housekeeping – what is involved, how to prepare and the benefits of vendor due diligence
- Data – how data analytics can provide a deeper understanding of your business and enhance value drivers
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Corporate Finance Director
Matt Willmott is a Director in the Corporate Finance team specialising in M&A.
Matt is a leading M&A advisor in the South West having been one of the most active advisors in the region in terms of completed transactions over the last 10 years. He has extensive experience in advising owner managed business and SME’s through company sales, management buy outs, acquisitions and raising finance (debt and equity).
Matt has a particular interest in advising family-owned businesses and their shareholders to achieve their strategic goals; whether this is raising finance to implement growth plans, making acquisitions, advising on succession options or achieving a sale/exit event.
Matt has a breadth of expertise across sectors including manufacturing, wholesale, media, e-commerce, technology and health. Recent transactions include:
MBO of TVG Media Limited
Trade sale of ERS Transition Limited to Ezec Medical / Cairngorm Capital
MBO of Rotamic Engineering Limited
Trade sale of Nuts & Bolts Limited to Troy Group
International trade sale of Golden Coast to the Pollet Group.
Matt is a fellow of the Institute of Chartered Accountants (FCA) and holds the Institute of Chartered Accountant’s Corporate Finance (CF) qualification.
Matt is a leading M&A advisor in the South West having been one of the most active advisors in the region in terms of completed transactions over the last 10 years. He has extensive experience in advising owner managed business and SME’s through company sales, management buy outs, acquisitions and raising finance (debt and equity).
Matt has a particular interest in advising family-owned businesses and their shareholders to achieve their strategic goals; whether this is raising finance to implement growth plans, making acquisitions, advising on succession options or achieving a sale/exit event.
Matt has a breadth of expertise across sectors including manufacturing, wholesale, media, e-commerce, technology and health. Recent transactions include:
MBO of TVG Media Limited
Trade sale of ERS Transition Limited to Ezec Medical / Cairngorm Capital
MBO of Rotamic Engineering Limited
Trade sale of Nuts & Bolts Limited to Troy Group
International trade sale of Golden Coast to the Pollet Group.
Matt is a fellow of the Institute of Chartered Accountants (FCA) and holds the Institute of Chartered Accountant’s Corporate Finance (CF) qualification.
Corporate Tax Partner
Nicola Manclark is a partner in our tax advisory team, based in the Bristol office.
Nicola works with a wide range of clients to advise them on the tax implications of business related issues, with a particular emphasis on guiding clients through transactions such as the sale of companies and real estate. She has expertise in a number of different areas including corporation tax, capital gains tax, stamp taxes, employee incentives and venture capital reliefs.
Nicola is a qualified lawyer, chartered tax adviser and a member of the Stamp Taxes Practitioners’ Group. She has over 20 years’ experience of advising businesses and individuals on structuring and transactional work and enjoys working with clients, other professionals and advisors to achieve excellent results together as smoothly and efficiently as possible. Nicola particularly enjoys the challenge of advising on complex matters in a way which is straightforward and easy to understand.
Outside work, Nicola enjoys outdoor activities with her young family and playing the piano.
Nicola works with a wide range of clients to advise them on the tax implications of business related issues, with a particular emphasis on guiding clients through transactions such as the sale of companies and real estate. She has expertise in a number of different areas including corporation tax, capital gains tax, stamp taxes, employee incentives and venture capital reliefs.
Nicola is a qualified lawyer, chartered tax adviser and a member of the Stamp Taxes Practitioners’ Group. She has over 20 years’ experience of advising businesses and individuals on structuring and transactional work and enjoys working with clients, other professionals and advisors to achieve excellent results together as smoothly and efficiently as possible. Nicola particularly enjoys the challenge of advising on complex matters in a way which is straightforward and easy to understand.
Outside work, Nicola enjoys outdoor activities with her young family and playing the piano.
Corporate Finance Associate Director
Chris is an Associate Director in the Corporate Finance team based in the Exeter office.
Chris specialises in providing lead advisory, strategic and transaction support services to owner-managed businesses and larger corporates. He has extensive experience in business sales, management buyouts, acquisitions, finance raising and financial due diligence. He prides himself on proactive deal management, identifying problems and issues that can occur and finding innovative ways to solve them.
Since joining Francis Clark in 2011, Chris has built up experience across multiple sectors including branded retail, distribution, manufacturing and financial and insurance services.
Recent transactions include lead sell-side advisory roles on the sale of Devondale to PE owned Grant & Stone, the sale of Golden Coast to European buyers, Pollet Water Group and the sale of Oneline Surveys to Adler & Allan.
Chris is a Chartered Accountant with a BSc in Physiological Science. In 2019, Chris was awarded Emerging Dealmaker of the Year.
Chris specialises in providing lead advisory, strategic and transaction support services to owner-managed businesses and larger corporates. He has extensive experience in business sales, management buyouts, acquisitions, finance raising and financial due diligence. He prides himself on proactive deal management, identifying problems and issues that can occur and finding innovative ways to solve them.
Since joining Francis Clark in 2011, Chris has built up experience across multiple sectors including branded retail, distribution, manufacturing and financial and insurance services.
Recent transactions include lead sell-side advisory roles on the sale of Devondale to PE owned Grant & Stone, the sale of Golden Coast to European buyers, Pollet Water Group and the sale of Oneline Surveys to Adler & Allan.
Chris is a Chartered Accountant with a BSc in Physiological Science. In 2019, Chris was awarded Emerging Dealmaker of the Year.
Transactions Services Manager
Matt is a manager in the corporate finance team working in the Transaction Services department delivering buyside due diligence, vendor due diligence and sell side support across a wide variety of corporate finance transactions.
Matt has developed experience across multiple sectors over his 8 years at PKF Francis Clark, including tech, manufacturing, healthcare and online retail.
Matt’s recent experience includes having performed due diligence assignments for:
Online flower retailer Bloom and Wild on their acquisitions of Bloomon and Bergamotte
Indie games developer Team 1 on their acquisitions of Story Toys and Astragon
HVAC manufacturer Caver Group on their acquisition of Powrmatic
Vendor due diligence on Terminix UK Limited on its carve out from Terminix Inc
Matt is a Chartered Accountant and holds a First Class Honours degree in Accounting and Finance from the University of Exeter.
Matt has developed experience across multiple sectors over his 8 years at PKF Francis Clark, including tech, manufacturing, healthcare and online retail.
Matt’s recent experience includes having performed due diligence assignments for:
Online flower retailer Bloom and Wild on their acquisitions of Bloomon and Bergamotte
Indie games developer Team 1 on their acquisitions of Story Toys and Astragon
HVAC manufacturer Caver Group on their acquisition of Powrmatic
Vendor due diligence on Terminix UK Limited on its carve out from Terminix Inc
Matt is a Chartered Accountant and holds a First Class Honours degree in Accounting and Finance from the University of Exeter.
Director
Nick is a Corporate Finance Director at PKF Francis Clark and focuses on business sales, management buyouts, acquisitions and both debt and equity finance raising. He has led transactions across a wide range of business sectors, from branded retail to manufacturing, tourism and advanced technologies. Nick has a clear focus on helping businesses, an innovative approach to challenges and strong commercial awareness.
Hosted By
PKF Francis Clark is a firm of chartered accountants and business advisers established in 1919, based in the South West.
With over 800 staff and 50 partners we work with clients on both UK and international queries.
We are a member of PKF UKI which is ranked 11th of top accountancy firms.
With over 800 staff and 50 partners we work with clients on both UK and international queries.
We are a member of PKF UKI which is ranked 11th of top accountancy firms.
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