Business Acqusition and Disposal

Case Study - Acquiring a Competitor

Client is looking at increasing the business with an acquisition of a competitor. A potential target has been identified.

How we helped:

1. Discuss with the client their aspiration, plan and potential target. 

2. Create a business model of the existing business. Flex the model by upscaling the business with the potential acquisition to identify operational benefits that can be derived from the combination.  

3. Test the model for impact on financial resources to fund the acquisition and manage the enlarged operations.

4. Go / No Go decision point.

5. Review sale memorandum and initial financial data of the prospective acquisition

6. Revise business model with the available financial data and test results of combination.

7. Go / No Go decision point.

8. Carry out detailed analysis of transactional (including pricing, discounts, costs etc...) and customer and supplier data. Compare data to company's internal data for validation and potential advantages on either side.

9. Go / No Go decision point.

10. Carry out detailed financial review of debtors, creditors and banks to confirm the true position.

11. Go / No Go decision point.

12. Value fixed assets, investments and long term liabilities and other financial commitments, and contingencies. 

13. Go / No Go decision point.

14. Assess staff employment contracts and other service contracts for TUPE and PAYE risks.

15. Go / No Go decision point.

16. Review tax position - impact of acquisition and potential financing options.

17. Go / No Go decision point.

18. Review contract of sale

19. Go / No Go decision point.

20. Acquisition is going ahead

21. Secure bank accounts - change of signatories and authorised operators

22. New contracts of employment for staff under TUPE rules

23. Changes to customer contracts

24. Changes to supplier contracts - optimising price and terms and division of historical and future liabilities.

25. Migrating business data to single system.

26. Close monitoring of business transactions to identify, mitigate and manage risks.

27. Consolidation of operations to generate the benefits of acquisition.

28. Track benefits achieved vs the Business Plan. 

29. Brief board and investors on project progress.

30. Project Close.

Case Study - Business Unit Disposal

Client wants to streamline operation to its core business line. It is looking to dispose non core niche operation. 

How we helped

1. Analyse the business data and build segregated transaction records of the niche operation. 

2. Provide summary to demostrate the impact of removal of the operation from the overall records.

3. Draft Memorandum of Sale document.

4. Prepare data for due diligence - transactions, debtors, creditors, assets, liabilities, staff and other contracts

5. Support buyers request for data, analysis and information with focus on keeping the data secure and confidential

6. Support draft of sale contract.

7. Support transfer of business to buyer.

8. Brief board and investors on project progress.

9. Project Close.

Contact 

Acquisition or Disposal - This requires specialist knowledge to deal with large volume of data, contracts in a fast moving environment. Your inhouse team may not have the capacity to manage the process - so how can we help you?

We can support you onsite or offsite.  Get in touch to discuss your requirements and a free initial consultation.

email: info@eccovision.com

Tel: 0333 33 99 101

All communication with us are treated in confidence.

We are based in London, UK. Our current clients are located in London, Midlands and East England.