Strategic advice for buying, selling, funding and growing your business
Corporate finance decisions are often among the most important moments in a business owner’s journey. Whether you are planning a sale, considering an acquisition, raising finance, completing a management buyout or preparing for succession, the right advice can help protect value and improve the outcome.
At Carpenter Box, our Corporate Finance team provides practical, commercially focused advice to business owners, shareholders, management teams and investors. We can lead the transaction from an early stage or provide specialist support as part of an existing deal.
Our role is to help you understand your options, prepare properly, make informed decisions and move forward with confidence.
- Strategic advice before key transaction decisions are made
- Practical support through sales, acquisitions and management buyouts
- Clear financial insight to inform value, funding and negotiation
- Joined-up advice across deal advisory, due diligence and tax
Corporate finance advisory and transaction support
Corporate finance work can broadly fall into two areas: advisory and transaction support.
Some projects involve both. For example, a business sale may begin with valuation and preparation advice, then move into negotiation, due diligence, tax structuring and completion support. We bring the right specialists together at each stage so the financial, tax and commercial aspects are considered properly.
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Advisory
Advisory is where we lead the transaction or strategic process. This may include helping you prepare for a sale, identify potential buyers, consider an acquisition, plan a management buyout, raise finance, understand business value or explore an Employee Ownership Trust.
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Transaction support
Transaction support is where a deal is already in progress and our role is to support one side of the transaction, a funder or another adviser. This often includes due diligence, financial analysis, transaction tax input, structuring advice or support with specific deal questions.
Our corporate finance services
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Business Valuations
We prepare business valuations for a range of purposes, including sales, acquisitions, shareholder planning, management buyouts, succession, funding, disputes and strategic decision-making.
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Due Diligence
We provide financial due diligence to help buyers, investors and funders understand the financial position, risks and opportunities within a target business. This can support pricing, negotiation, funding decisions and post-deal planning.
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Employee Ownership Trusts
We advise business owners considering an Employee Ownership Trust as part of their succession or exit planning. This includes helping you assess whether an EOT is suitable, understand valuation considerations and consider the wider transaction structure.
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Mergers and Acquisitions
We advise business owners, shareholders and management teams on mergers, acquisitions, disposals and management buyouts. This can include sale preparation, buyer or target identification, negotiation support, deal coordination and advice through to completion.
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Raising Finance
We help businesses assess funding options and prepare for conversations with funders or investors. This can include financial information, forecasts, funding proposals, valuation support and negotiation guidance.
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Transaction Tax Support
Tax can have a significant impact on how a transaction is structured and the outcome for shareholders, buyers or investors. We work closely with our Transaction Tax specialists to support areas such as pre-sale planning, acquisition structures, management buyouts, holding company structures, shareholder changes, demergers, new shareholders and HMRC clearances.
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Supporting you through the deal journey
Every transaction is different. Some clients come to us with a clear deal in progress, while others are at an earlier stage and want to understand what their business may be worth, how to prepare for sale or how to fund future growth.
Where we are acting in an advisory role, we can help shape the strategy, prepare the business, manage the process and guide negotiations. Where we are providing transaction support, we can focus on the specific financial, tax or due diligence input needed to support an existing deal.
This flexibility means you can involve us early for strategic advice, or bring us in at a specific point where additional expertise is needed.
Transaction support and joined-up deal advice
Corporate finance often involves more than one area of advice. A transaction may require valuation, due diligence, tax structuring, funding, legal coordination and post-deal planning.
Tax input is particularly important where a deal involves a sale, acquisition, management buyout, restructure, new shareholder, Employee Ownership Trust or group reorganisation. Considering the tax position early can help avoid issues later and make sure the structure supports the commercial aims of the transaction.
Our Corporate Finance team works closely with specialists across Carpenter Box, including Transaction Tax, Corporate and Business Tax, Audit and Assurance, Outsourced Finance and Private Client Tax. This joined-up approach helps ensure the financial, tax and commercial aspects of a transaction are considered together.
Corporate finance advice may be useful if you:
- are considering selling your business
- want to understand what your business may be worth
- are planning to acquire another business
- are considering a merger or management buyout
- are exploring an Employee Ownership Trust
- need funding for growth, investment or acquisition
- need due diligence or transaction support
- want to understand the tax implications of a deal
- are preparing for succession or exit
