Advisory service

Sound structure behind every big decision

We advise on group structures, due diligence and changes in shareholding, so the paperwork supports the deal rather than slowing it.

Who it's for

Owners planning to bring in a partner, buy or sell a business, restructure a group, or change who holds shares.

What's included

  • Structuring advice

    Options compared, with the trade-offs explained plainly.

  • Due diligence

    Financial and tax review of a target or of your own business.

  • Shareholder changes

    The steps, documents and tax points to plan for.

  • Working with your advisers

    We coordinate with your lawyers and bankers.

Deliverables

ItemFormatWhen
Options paperPDFWeek 3
Due diligence findingsPDFAgreed at scoping
Implementation checklistSpreadsheetWeek 4

FAQ

Do you provide legal advice?

No. We advise on the financial and tax side and work alongside your lawyers.

How is the work priced?

A fixed fee for an agreed scope, confirmed before we begin.