Most companies will carry out one or more transactions in their lifetime whether this is an acquisition, the departure of a shareholder or an outright sale to a third party. This is likely to be a significant event for you and your business. As you enter a new relationship as an investor or funder of a business, you will want to have an appropriate level of comfort when working with a new business – this is where our PKF industry experts will step in to assist you in assessing possible risks, looking at potential rewards and walking you through every phase of the transaction

Our Transaction Advisory team will provide well thought-out solutions to both companies and to funders to help minimise any associated risks with the transactions. We will work alongside you so you can concentrate on the deal or your own business, knowing that we are focusing on the issues that matter.

Financial due diligence is one of the key tools used to support acquisition or financing transactions, ensuring that risks are identified, documented and addressed by stakeholders. Carried out well, this should be a valuable process helping all parties get the transaction done.

Most companies will face one or more transactions in their lifetime. This might be an acquisition or a merger, a significant investment, the departure of a shareholder, or a complete sale to a third party. Alternatively, a single entity may be spun out or demerged from the group. All of these transactions will have associated tax consequences, which may affect the company or key shareholders. This is where we step in.

Buying or selling an intermediary can be a complex, stressful and expensive process. Our specialist team can support your business drawing on their extensive experience in supporting transactions, both in the insurance broking and MGA market, acting for both buyers and sellers.

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The latest in transaction advisory from PKF