Transactions

Transaction Services at Bishop Fleming Chartered Accountants  

Considering buying, selling or restructuring a business? Or looking for strategic advice on longer-term succession and exit planning? 

Navigating the intricate landscape of buying or selling requires more than financial expertise - it demands a strategic approach and an understanding of tax implications. At Bishop Fleming, our Transaction Advisory team stands ready to guide you through every stage of your transaction, providing comprehensive advice that integrates with our corporate finance team and third-party advisors.

Our Transactions Advisory team is a firm-wide team delivering specialist and complex transactions-related tax advice working with both existing clients and new clients who seek specialist one-off advice. We provide advice and guidance to enable our clients to achieve their long-term personal and business goals.

Many complexities affect transactions, including detailed anti-avoidance rules and global considerations. With access to the Kreston network for international matters, our experienced team provides tax due diligence and documentation reviews. 

We work closely with our clients to gain a comprehensive understanding of the commercial objectives. Our approach balances an understanding of tax risks with commercial awareness to optimise client outcomes and deliver a seamless transaction.

Our specialists can assist with: 

• Identifying pre-transaction planning opportunities
• Designing transaction structures tax efficiently
• Advice on restructuring businesses, including share-for-share exchanges, de-mergers and group reconstructions 
• Advice on management buy-outs (MBOs) and buy-ins (MBIs) 
• Clearance applications to HMRC
• Incorporations of businesses
• Guidance on the use of employee ownership trusts (EOTs) 
• Advice on other business structures, such as family investment companies (FICs)
• Advice on the use of employee ownership trusts (EOTs)
• Advice on other business structures, such as family investment companies (FICs)

Let’s turn plans into progress

Speak to our team today to see how we can help you achieve your business goals with confidence.