Background
Background
Corporate Finance Banner

Corporate Finance and Deals

Specialist corporate finance services to suit your business needs

Start a conversation

Corporate Finance Services and Deals at Bishop Fleming Chartered Accountants

Our specialist Corporate Finance team helps business owners, management teams and investors navigate acquisitions, business sales, management buyouts, fundraising and strategic growth opportunities. Whether you're preparing for sale, expanding through acquisition or planning for succession, we provide practical advice that helps maximise value and achieve your objectives.

We’re proud to have provided many businesses, from small entities to PLCs, with the full spectrum of corporate finance advisory services.

Our qualified team of corporate finance specialists, accountants and valuation experts provides a professional and creative consultancy service based on many years’ experience in successfully completing the right transactions and deals for our clients. We pride ourselves on listening to your objectives and tailoring our service in your best interests and to suit your needs.

Tailored services to help you and your business:

For businesses looking to expand by acquisition, we provide a full advisory service to ensure the right deal happens.

We can assist you with finding targets, raising finances, negotiating the deal, and efficiently and effectively managing the transaction to completion. We can also provide due diligence services and assist with post-transaction acquisition integration.

We provide a life-cycle service for people wishing to sell their business.

Our experts can assist you in assessing your strategic options, preparing your business for sale, researching the market and finding potential buyers, negotiating the best deal for you, providing commercial and financial input to the legal process, and managing the transaction to completion.

We assist clients with the strategic assessment of their businesses and help them consider long-term options for growth, succession, or sale.

Embarking on a business acquisition is a journey that demands strategic insight and expert guidance.

We understand the significance of this undertaking and offer comprehensive support throughout the process. Whether you are a buyer or a seller, we are your trusted partner, facilitating a smooth and successful transaction that maximises value and positions your business for continued growth.

Before an acquisition can be completed, the acquirer needs to understand what is being bought.

We can play an important role in evaluating a target business by preparing a financial and tax due diligence report. This helps determine the price to pay and will assist with raising finance. The review can look at historical and forecast information or focus on key areas to suit you.

We aim to provide reports of practical use, which will identify critical areas early to assist your understanding and decision-making.

We can assist with preparing professional business plans and detailed financial forecasts to help run and monitor the business, raise funds or attract potential investors.

A management buy out offers an exciting opportunity for shareholders to exit a business and for its leadership to take ownership.

We offer all the services required to assist a management team with meeting its objectives:

  • Find the right funders (both debt and equity) to finance the deal.
  • Ensure that the business is presented to the financiers in the best light.
  • Assisting with preparing forecasts and business plans and providing financial and commercial input into the legal process.

We will work closely with the management team to ensure a thorough understanding of the process and its outcomes. 

Understanding mergers and acquisitions

Selling your business: the basics

Selling a business can feel daunting, especially if it is your first time. This practical introduction explains the essentials, helping you understand the process, avoid common pitfalls and prepare for a more successful outcome.

The sales process: risks, realities and outcomes

Gain a clearer understanding of what to expect during a business sale, from timelines and due diligence to post-sale involvement, so you can avoid common mistakes, manage risk and achieve the outcome you are aiming for.

What is private equity and is it right for me?

Considering investment to accelerate growth? Discover how private equity can provide funding, expertise, and strategic support, while understanding the implications for ownership, to help you decide whether it is the right fit for your business.

Understanding mergers and acquisitions

Thinking about buying, selling or merging a business? Learn how different transaction approaches can affect value, confidentiality, and outcomes, giving you the insight needed to choose the right strategy and negotiate with confidence.

Getting ready for a transaction

A successful transaction starts long before a deal is on the table. Learn how early preparation can strengthen your business, reduce risk, increase buyer confidence and help maximise value when the right opportunity arises.

Whether you're thinking about growth, investment or a future sale, Martyn Fraser and Taj Lalli would be happy to discuss your ambitions and help you understand your options.

Why choose Bishop Fleming for Corporate Finance?

Our experienced Corporate Finance team provides practical, partner-led advice to help you achieve your business goals, whether you're planning a sale, acquisition, management buyout or growth strategy. As part of Bishop Fleming, we work closely with specialist Tax and VAT teams to provide joined-up advice tailored to your circumstances.

Bishop Fleming LLP is licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to provide certain limited investment services where these complement the professional services we provide to our clients. 

Delivering successful deals for our clients

Background

“I would like to thank the Bishop Fleming team for their support in delivering this transaction. Their dedication to the deal has been exceptional, and their expertise, experience and hands-on approach are invaluable in structuring and delivering a solution that will enable us to continue our growth journey.”

Andrew Bailey, Managing Director and Shareholder of Kendall Kingscott

“I would like to thank Dave, Joe, Lindy and the Bishop Fleming team for their unwavering commitment and support. They have worked hard to understand our objectives, our business and the IFA sector more widely, helping us to execute and to navigate the complexities of the transaction to gain the right deal for the shareholders, staff and clients.”

Tim Quirke, Director and Shareholder of City Financial Planning

“The Bishop Fleming team provided outstanding support from the beginning to the end. Their expert guidance, unwavering commitment and hands-on approach were invaluable in securing an outcome that will help supercharge our growth in the coming years. This is a milestone moment in the development of Rezcontrol and Bishop Fleming team were instrumental in delivering it.”

Sarah Cade, Managing Director of Avon Data Systems

“We're grateful to Bishop Fleming for their support in helping us deliver a transaction which is a great fit for us strategically and will deliver significant further growth potential for all stakeholders.”

Michael George, Director, Whitworths Food Group Limited

DEALS & TRANSACTIONS
Corporate Finance Deals in action
Our Corporate Finance experts deliver professional and creative consultancy advice backed by years of success.
Explore our latest deals
alt

Corporate Finance Services to help your business grow, buy or sell

Our Corporate Finance team advises business owners, management teams and investors on acquisitions, business sales, management buyouts, due diligence and growth strategies. Get in touch to find out how we can help you maximise value and achieve your objectives.

Key contacts

Charles Davey

Partner and Head of Advisory

01905 732100

Email Charles

Martyn Fraser

Corporate Finance Partner

01179 100280

Email Martyn

Taj Lalli

Corporate Finance Partner

03333 219000

Email Taj

Related insights

Bishop Fleming advises on £18.2m funding package for care home
Bishop Fleming advises NCMT Ltd on management buyout funding package
Tax
HMRC distributions consultation: What businesses need to know
Background

Sign up to our mailing list

We'll send you relevant insight, events and analysis from our technical, sector and service teams - straight to your inbox.