Transaction Advisory Services
- We pride ourselves on delivering exceptional results in deal advisory, providing insights and guidance to achieve strategic objectives.
- With our deep understanding of the local market and extensive expertise in finance, we help you achieve your financial goals.
- We work closely to develop tailored solutions that meet needs, enabling informed decisions and achieving long-term success.
- We provide services to help businesses across various sectors navigate complex financial challenges and opportunities.
- Our services include business disposals, capital raising, mergers and acquisitions (M&A Advisory), valuations, and financial modelling.

Click on below services to know more

Click on below services to know more
Succession Planning
Succession planning is essential for business owners to ensure long-term viability.
It reduces the risk of disruption during the transition, retains Key employees by providing growth opportunities, and maximises the value of the business.
By identifying potential successors, business owners can maintain the company’s value and reputation, ensuring a smooth transition of ownership and management.
A clear succession plan also attracts potential buyers, increasing the likelihood of a successful sale and maximising the sale price.
Partial Cash out
A partial cash-out is a strategy in which you sell a portion of your ownership stake in the company for cash while retaining some level of ownership and control.
The advantages of a partial cash-out include access to liquidity, diversification of personal wealth, and reduced risk. A partial cash-out allows you to unlock value in the business and obtain liquidity without selling the entire business.
This can be useful for financing personal needs, such as retirement or other investments. By diversifying their personal wealth, business owners can reduce their overall risk exposure and improve their financial security.
A partial cash-out can be a smart strategy for business owners seeking liquidity and personal diversification.
We approach every transaction with a collaborative and transparent attitude. We work with you to determine the optimal amount of equity to sell and provide a fair valuation of your business.
Our experienced professionals will guide you through the process and ensure you understand every step. Our service includes advising on payment terms, whether to receive your cash in a lump sum or over time.
We provide ongoing support after the transaction is complete to ensure that your business continues to operate smoothly.
Transaction Preparation
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Maximising the value of the business:
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Minimising
risks:
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Avoiding costly mistakes:
Finance Preparation
By preparing your business finances, you increase your chances of achieving your goals and maximising your return on investment.
With our expertise, you can ensure that their financials are accurate and compliant with regulations and that they maximise the value of their business.
We can make preparing finances smoother and more effective. This removes the risk of costly mistakes or missed opportunities –
We reduce the transaction’s stress and complexity and achieve the best possible financial outcomes.
We have a deep understanding of the transaction process and can help identify potential financial risks, develop financial strategies, and provide guidance on the financial implications of the transaction.


Business Valuations
It assists in developing an effective succession plan, enabling smooth transitions and continuity in the business.
An accurate valuation helps to determine the company’s financial standing and make strategic business decisions, assisting in securing financing and attracting investors.
A proper business valuation helps in tax planning, minimising the tax burden on the business and its stakeholders.
It helps to identify any discrepancies in financial records, preventing costly legal issues and disputes
We ensure the valuation process is accurate and conducted ethically, with expert advice provided throughout the transaction process.
Due diligence
Investigating and evaluating a company for potential risks, liabilities, or opportunities is a vital process for businesses before a sale or acquisition. Types of due diligence (Link to BLOG On due diligence) checks include financial, legal, regulatory, market, technology, human resources, environmental, insurance, and cultural due diligence.
Conducting a thorough due diligence process helps businesses make informed decisions, minimise risks, and maximise the target company’s value increasing the chances of a successful transaction. We can assist you with due diligence by introducing you to our extensive network.

Case Studies
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