A popular exit strategy for many owner-managers and an excellent succession strategy for a business, a Management Buyout (MBO) or Management Buy-In (MBI) can present an exciting opportunity for a team to pool resources and purchase all or part of a business, driving it forward, usually with the assistance of financial backers. Our specialists at Fairtax understand each transaction has its own complexities and we’ll be on hand to support you through each stage, from initial assessment, planning and structuring, through to execution and completion.

Our experts will ensure the most tax efficient structure for your transaction by:

 

  • Conducting an initial feasibility assessment to ensure this is the right option for you; suggesting suitable alternative options if this is not the case
  • Assisting with business planning, financial forecasting and business valuation
  • Supporting negotiations with financial backers, vendors and their advisors
  • Implementing a structure designed to capture available tax reliefs
  • Tax clearances
  • Providing end to end project management

 

With our years of experience in managing MBO’s and MBI’s, we’ll ensure your transaction is supported every step of the way to its successful completion. To find out more, speak with one of our specialists today…