Trade sale, mbo, eot?… get to know your options

 

Navigating the complexities of business valuations and succession planning requires the guidance of an experienced team with a proven track record.

At TC Group, our dedicated Corporate Finance team have the in-depth market knowledge and financial expertise gained from years within accountancy and banking.

We thrive on working closely with business owners to expertly prepare and execute successful exit strategies when the time comes – which starts with an Options Review.

An Options Review can add invaluable insight in assessing your plans, knowing what your business is worth, and ensuring your chosen exit route is right for you, your leadership team, and your employees. We’ll take you through a sales to a third-party corporate or private equity (Trade Sale), Management Buyouts (MBO) and sales to an Employee Ownership Trust (EOT).

To feel prepared and confident about your succession plans, speak to us about an Options Review today. Complete the form below to register your interest and we’ll be in touch for a no-obligation chat.

WHY IS AN OPTIONS REVIEW USEFUL?

It’s a key strategic planning tool to help business owners:

  • Proactively prepare for your exit
  • Understand what your business is worth
  • Identify key transactional value drivers
  • Compare your options to decide on the most appropriate, and desirable, exit route

WHAT DOES THE REVIEW INCLUDE?

  • Detailed financial analysis to provide a value range for your company
  • Discussion of the key commercial, financial and transactional risks and benefits of each succession option
  • What you can expect from a sale process, including deal terms, timings, employee considerations and buyer strategies

find out more

To learn more about what’s involved in an Option Review, complete the form below to register your interest and a member of the TC Group Corporate Finance Team will be in touch for a no-obligation chat.

*required

    Video | a guide to early succession planning

    Our experts deep dive into the benefits and risks of each succession option, and how the recent changes in the 2024 Autumn Budget could impact your choices when exiting your business.

    Watch time: 18 minutes

    WATCH NOW

    Guide to Succession Planning

    TC Group Corporate Finance Team

    Open quote

    TC Group helped me to successfully conduct a management buy-out. They also have the knowledge to help you deal with the banks in the right way. As a result, we’ve found banks have the confidence to support our growth plans, and we’ve performed strongly.

    Close quote

    Rachel Rowley, Managing Director, Encore Environment

    PROUD WINNERS at the dealmakers awards

    The TC Group Corporate Finance team were awarded ‘Corporate Finance Advisory Firm of the Year’ at the Insider Media Central & East of England Dealmakers Awards in November 2023!

    The judges noted the complexities of the transactions undertaken, our investment in Corporate Finance talent and the support given to business owners as our winning attributes.

    Dealmakers Awards 2023