Transaction ServicesOffices in Manchester & Liverpool
What can Williamson & Croft do for you as part of our comprehensive transaction services?
We bring together our resources and expertise to tailor-make an optimal solution for each client’s specific needs, helping clients make well-informed decisions on their investments. We can help you with the following services:
- Buy Side Due Diligence
- Sell Side Due Diligence
- Structuring Advice
- Tax Due Diligence
- Vendor Due Diligence
- Cash flow forecasting
- Business Valuations
Partnering with us means you get the information and support you need to make an informed decision that aligns with your goals. By using an effective due diligence process, we can assess and validate the financial, operational, and strategic assumptions of companies. Every suggestion we make is tailored to your business needs, and we make sure that every deal is right for your company.
You’re ready to build a better future for your business.
That’s where Williamson & Croft comes in: our expert team of accountancy and tax experts are ready to support you through transactions, helping you make informed decisions and create value.
We offer buy-side due diligence as well as sell-side due diligence services for clients who are looking to investigate the financial viability, risks, and potential value creation opportunities for an acquisition or disposal.
We’ve helped a range of clients from small family-owned businesses to large global enterprises to find solutions that work for them. During 2021, we provided Transaction Services Support for deals worth approximately £200million. This exemplifies our commitment to helping our clients succeed.
Would you like to buy or sell part of a business? Restructuring your business through private equity, debt financing, or capital markets? No matter what your goals are, we will help you accomplish them. We have the expertise, professional partners and experience to guide you through every stage of your transaction, from finding the right opportunity to negotiating an agreement that meets your objectives and developing your exit strategy.
If you have a specific transaction in mind, we will be happy to discuss it with you. Please contact us today.
Enhanced financial due diligence services to protect your company
Due diligence is the process of identifying and minimising risk before making a business decision or investment. It involves carefully reviewing all available information about the transaction in question, including any documents that may reflect on the reputation of the other party involved. When you choose to utilise our transaction services, you’ll receive:
- Independent investigations in the target company’s operating qualifications, operating status, financial status, background of management staff, market risk and management risk.
- A comprehensive review of the target company’s compliance with respect to its normal business processes.
- Our team will work with you to assess the opportunity and make a recommendation on whether to proceed or how the transaction should be structured based on our expert opinion.
A business acquisition or sale can be a risky and intricate transaction process. A successful outcome relies on making wise decisions. Using our extensive experience closing transactions, we can guide you through the process of both financial and tax due diligence to ensure a successful outcome.
Transaction support when buying or selling a business
Are you thinking of buying, selling, or investing in a business?
With Transaction Advisory Services, you can rest assured that the financial and tax due diligence will be taken care of. We deliver a comprehensive analysis that lets you know what to expect from your transaction and helps you prepare for the next step.
Buy side due diligence
Buy-side due diligence is the process of investigating the target company with a view to assessing its historical, financial, operational and tax performance. It also looks at future potential under new ownership and suggests a price range for potential acquisition. In mergers and acquisitions, it is key to understand how much value can be unlocked post-acquisition by consolidating functions such as procurement, sales and marketing.
The challenges you may be facing as a buyer:
• You’re wanting to elevate your company’s core business, so you need to acquire competing products that have similar function/performance to your own.
• You need to purchase complementary products to enhance your organisation’s current activities.
• Your objective is to increase your customer base or obtain access to a company’s existing products in new markets.
• You need to acquire new products or services in order to expand your company’s current portfolio.
• You’d like to spread the market risk of your company by purchasing a company in another country that delivers similar products or services.
What can we do to overcome those challenges?
Our goal is to help you with your investments in a way that enhances your understanding of the target business, which increases the likelihood that the deal will achieve its objectives. With our experience, we can identify and understand critical success factors to improve your understanding of all relevant issues so informed decisions can be made. We will highlight strengths that can be built upon or weaknesses that can be resolved in the format of a clear and concise report.
Vendor due diligence
If you’re thinking of selling your business, vendor due diligence is essential to ensure your sale goes smoothly. Our independent report looks at every aspect of the business, from finances and performance to prospects and projections.
Our team of specialists will identify any potential issues or concerns for buyers, providing comfort to all parties involved so that the sales process can be completed smoothly, in a timely manner and with a fair price agreed by both sides.
The challenges you may face as a vendor:
• As part of your business strategy, you plan to dispose of a part of the company, either by disposing of individual business units, or by selling existing assets
• You are midway through the process of restructuring your company or plan to refocus your goals and activities.
• You want to reshape your portfolio so it focuses on core businesses, or you want to return shareholder value.
How can we help you overcome these challenges?
Through a combination of expertise, experience and attention to detail, our dedicated team can provide you with the best vendor due diligence support and advice for your business. We do this by looking at your business from an investor’s perspective. This helps us identify and highlight value leaks, navigate risks and provide continuous feedback.
Further, we will be advising you throughout the auction process, working closely with your other consultants (for example, those handling the sale and purchase agreement (SPA)), to protect and manage value and risk. We will recommend commercial and contractual remedies to challenges uncovered throughout the due diligence process.
The outcome of this process is to create a strategic framework that highlights your business’ strengths and value, meaning you have increased chances of attracting investors and selling your company for its true market price.
Why choose Williamson & Croft?
Our services don’t end at due diligence. We offer business valuations, cash flow forecasting and tax planning support.
Our transaction services specialists provide personalised, proactive, and reliable client support that is tailored to your unique needs. We stand by our clients at every step of their journey toward achieving a safe and successful business transaction.
No matter the size or type of organisation you operate, our specialists have the expertise and resources to provide the right solutions to clients. We can help you with everything from simple transactions to more complicated acquisitions, divestitures, valuations, and others. Our goal is to help you identify and achieve your business objectives – we take the stress out of complex business transactions.
Business valuations: Accurate valuations carried out by experts
Interested in finding out the market value of your business? A business valuation will help you to determine exactly that.
Useful for both entrepreneurs and small business owners looking to buy or sell a company, a business valuation uses a series of measures to arrive at a sensible figure for a business’s worth.
The most common reason for a business valuation is to secure financing for your company. This can include obtaining loans from banks or other financial institutions, or taking out equity investments from investors.
When you apply for financing, lenders or investors will want to know what your company is worth. A business valuation is the best way to provide this information.
Another reason for requesting a business valuation is to sell your company, or part of it, at some point in time. The value of your business will depend on how much money it makes and how much profit it generates over time.
Our firm has built up a reputation for providing quality valuations across the North West, and we are proud of our team of accredited forensic accountants who have been trained in the latest market trends and techniques.
We are confident that we can help you with your business valuation needs – whether you need a simple appraisal or a more in-depth review of your company’s financial status.
Who we work with in Manchester, Liverpool and beyond
We provide specialised transaction services to a range of corporate entities, asset-based lenders and private equity firms.
We provide professional transaction services and financial advice to a wide range of different industry sectors – you can rest assured that our accountants will be equipped with the knowledge required to serve your sector.
Some of the leading sectors we work with include:
- Property development and investment
- Public sector
- Professional services
- Digital and creative
- Retail and ecommerce
- Technology and software
Our depth of experience earnt from working with an eclectic client portfolio qualifies us to deliver transaction services to various industries across the UK. Our objective is to provide the highest level of service to our clients, while maintaining a high degree of integrity and ethical standards.
Our expertise includes accounting and tax advice, business planning, management reporting and financial analysis, as well as the preparation of accounts and tax returns for companies, partnerships and individuals.
What else can we help you with?
Whether you’re looking for advice on setting up your business or searching for a reliable accountant to free up your time, Williamson & Croft will help you achieve your financial goals. Working with experienced accountants in Liverpool & Manchester who are qualified to help you in accelerating your business is essential to your growth.
As a valued client, you can expect timely and readily available support for your accounting needs.
Our comprehensive range of accounting services
- Our clients are at the forefront of our services. We build strong relationships and work closely with you to identify and mitigate risks, understand your objectives, and take necessary steps to ensure your company remains legally compliant.
- We offer day-to-day support, limitless advice on your business structure and complete management of your finances. Through working together, we’ll find a solution that fits your business strategy.
- As part of our services, we handle a range of tasks with the utmost professionalism, diligence and precision. This hands-on approach makes our accountancy firm a leading provider of accountancy and tax services.
- Accounting, a full range of tax services, audits, transaction services, and forensic accounting are just a few of the services offered by our expert accountants and tax advisors.
Do you need a team of accountants on hand to manage your business finances? Let’s discuss how we can tailor our services to suit your needs.
What is due diligence?
Identification, evaluation, and verification of all available information concerning an individual, company, or entity constitute the due diligence process. You should perform due diligence whenever you consider a potential business partner or start a commercial relationship. Through a comprehensive due diligence process using a reliable company, you can become more informed and more confident when dealing with companies.
Corrupt practices are on the rise on a global scale, making due diligence checking with a global reach more essential than ever. Having timely, accurate business intelligence is essential for companies to safeguard themselves against liabilities and regulatory non-compliance, and ensuring successful, legitimate transactions.
What reasons would due diligence be carried out?
Due diligence calls for an examination of financial records to assure parties of the relevant facts prior to a deal being signed. Consequently, due diligence is vital to investors. Core reasons include:
- To verify and confirm information that has been presented in the course of a deal or investment
- To find potential defects in a deal or investment opportunity and therefore prevent a bad deal
- To help to gather information that will help you more accurately value and assess a deal
- To ensure that the investment or deal meets the relevant criteria
Why is due diligence important?
In spite of the perception that due diligence only benefits one party during an acquisition, due diligence benefits both the buyer and the seller.
The goal of due diligence is to give the buyer confidence that they’re making the right investment and have all the information they need to make an informed decision. In addition to learning more about the company’s existing customers and partners, this information can be used to confirm positive assumptions or alert them to any potential problems.
Due diligence allows sellers to examine their business’s financial health and determine the company’s fair market value. Due to the fact that valuations and acquisition prices are increasing for many business sectors, companies must ensure that they invest in professional due diligence reporting and services.
Proactive and responsive
The ongoing transformation toward hybrid models in the world of work, catalysed by the enduring impacts of the coronavirus pandemic, necessitates a...
Chancellor Jeremy Hunt has this afternoon announced his Autumn Statement. He has cut taxes for businesses with what he describes as the ‘biggest tax...
Global tax trends: A deep dive into the landscape and implications for the UK ahead of the General Election
In the lead-up to the impending General Election, tax policy remains a hot topic in the UK. According to projections by the Institute of Fiscal...
Looking for a first-class accountancy service?
Williamson & Croft is a market leading accountancy, advisory and tax firm with particular specialisms in property, construction, retail, digital and creative, technology and professional services.
The ongoing transformation toward hybrid models in the world of work, catalysed by the enduring impacts of the coronavirus pandemic, necessitates a thorough consideration of employment tax implications. As employees increasingly divide their work time between...
Chancellor Jeremy Hunt has this afternoon announced his Autumn Statement. He has cut taxes for businesses with what he describes as the ‘biggest tax cut in modern British history’. Hunt has also ushered in tax cuts for individuals, with the lowering of National...
© 2023 Williamson & Croft