Corporate Finance - Lead Advisory trigger points

 “I’m thinking about the next steps” –potentially in need of a review of different options for the future.

 “How do I value my business?” –could be for the purpose of sale, or other events such as relationship breakdown.

 “I need to plan for retirement” – this could be a sale, passing down to family members or other options such as MBO.

 “How does an MBO work?” –understand the reasons for the question and then refer to Lead Advisory for more detailed discussions.

 “What is an EOT?” – understand the reasons for the question and then refer to Lead Advisory for more detailed discussions.



“We’ve had an approach” – might need to understand whether the offer is a reasonable one, and whether it would be worth going out to market for other offers.

 “What do you think about the market?” – general conversations with lead advisory partners/directors can often lead to further work or useful introductions.



“I’ve just seen a similar business acquired” – clients who may not have previously considered their exit plan might do so based on word of mouth. Being able to offer advice at an early stage can make a big difference to the price they might get on exit.

 “How do I sell my business?” – the Lead Advisory team would be able to provide useful, often sectorspecific information about different options for the client that they would not necessarily get from a high street accountant.

Contact: Pete Muldrew, Director