M&A Deal Makers and Deal Breakers

Many business owners have in mind a preferred sale price without working out how to get there.  You need to appeal to the right buyers willing to pay a premium, which is easier said than done!

M&A – there’s a lot to be done and a whole host of advisers involved. How do I keep my deal on course and make sure it closes on time?

In any M&A transaction the due diligence process is critical for both the buyer and the seller. We outline why this process is important and the risks associated with failing to carry it out properly.

Share buybacks remain a popular route to implement a shareholder exit or distribute surplus cash. However, when done incorrectly, they can cause issues, especially during an M&A setting.

The UK Budget 2024 brought a major shift in tax policy for business owners with changes to Inheritance Tax on qualifying business assets. The new IHT cap could significantly impact succession planning, prompting earlier exits or share transfers in family businesses.

Welcome to this monthly series, which dives into the most common dealbreakers and dealmakers in the M&A market starting with how cyber risk has the potential to damage or even destroy a carefully engineered deal.