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Corporate Finance
Unlocking your financial potential
We provide corporate finance advisory services to individuals and businesses. Our services range from advising clients on the acquisition or disposal of a company and advising on management buy-outs to obtaining funding for acquiring a business or property and working capital requirements. We use straightforward, understandable language. The Director you meet at the first meeting will be the Director leading the work. We combine significant accounting, banking and taxation expertise to ensure that your transaction completes smoothly.
Employee Ownership Trust
Employee-Owner Trusts (EOTs) are structures that transfer all or part of a company’s ownership and control to employees. They can be used by shareholders to exit their business and incentivise the workforce.
Qualification criteria must be considered for using an EOT, but there are also some considerable tax benefits for both the seller and the employees. However, EOTs are only for some businesses, and part of our work, together with your legal adviser, is to assess whether this structure is suitable for you and your business.
As a firm, we have assisted with several EOT transactions, with our work consisting of:
- Assist in assessing whether this is suitable.
- Consider the structure of the transaction and who will manage the EOT.
- Work with your legal team to prepare the paperwork to execute.
- Undertake the valuation of the company.
- Where required, assist with the funding of the transaction.
Latest Deals
Startup Investment and Structuring Advice
LB Group Provided advice and support to a start-up business regarding structuring inward private investment. Stuart and his team assisted the company in applying for advanced assurance in relation to SEIS/EIS, which is a government initiative that provides tax relief to investors who back new and small businesses. With LB Group’s guidance, the start-up navigated the complex processes involved in securing investment and ensured that they were structured in a way that was advantageous for all parties involved. The start-up can now move forward confidently, knowing that they have the support and expertise of LB Group behind them.
Assisting an aviation sector client with comprehensive funding application for business growth
We assisted our client operating in the aviation sector by helping them with their funding application. The main objective was to support the growth of their business, which required preparing cash flow forecasts. Our team worked closely with our clients to understand their requirements and financial goals. We then analysed their financial data and projections to prepare accurate cash flow forecasts that would assist in securing the necessary funding. Our efforts aimed to ensure that the client’s application was comprehensive and persuasive enough to convince the funding provider of the business’s viability and potential for growth.
Management Buyout
LB Group provided expertise and assistance in a management buyout for a company operating in the rail sector. Our team worked closely with the management team to support them throughout the entire transaction process. Our services included negotiating the deal terms and structure, reviewing legal documentation, and providing guidance on all aspects of the buyout. We were committed to ensuring that the management team received fair and honest advice, and that the transaction was completed smoothly and efficiently. Our experience in management buyouts allowed us to provide invaluable support to the team, and we were thrilled to see the deal successfully completed, to the satisfaction of all parties involved, fostering a sense of trust and reliability in our services.
Enterprise Management Incentive (EMI)
We were recently approached by a consultancy company seeking advice on setting up an Enterprise Management Incentive (EMI) scheme. Our team of experts provided comprehensive guidance on the legal and financial aspects of setting up such a scheme, including the company’s valuation, to obtain clearance from HMRC. We understand that implementing an EMI scheme can be a complex process, and so we took the time to explain every step of the process to our client. We aimed to ensure that they were fully informed and confident in their decision-making, ultimately resulting in a successful implementation of the scheme.
I was very happy with the professional advice received from Stuart Sheldrick and Olly Sharman at LB Group during the complicated sale of my business. Their advice was excellent, and the recommended restructuring of my company accounts resulted in a meaningful tax saving. I would not hesitate to recommend LB Group to anyone seeking guidance about selling their business.
Simon Player
Player Advisory Consultants
Your trusted business advisers
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