Strategic Transactions & Projects
Some decisions occur infrequently but have long-lasting consequences: buying or selling a business, restructuring ownership, funding an acquisition, winding up a company, changing succession arrangements or simplifying a family structure. Our role is to provide big-picture oversight, coordinate advisers and help manage implementation.
Best suited to
Business owners, professionals and family groups considering acquisitions, business sales, restructures, finance changes, succession events, major property or investment decisions, or entity wind-ups.
Generally not suited to
Engagements where the client expects Chancellors to act as business broker, investment manager, legal adviser, lender or substitute management team.
Business Acquisition or Commencement
New ventures and acquisitions need sound structure, realistic due diligence, sensible administration and early identification of tax and financing issues.
· Choice and establishment of operating structure
· Due diligence and feasibility assessment
· Registrations and tax concessions
· Governance framework, bookkeeping and document management
Business Sale, Cessation or Restructuring
Sale, merger, wind-up or restructure decisions require careful planning well before execution. Late planning often reduces options.
· Clarification of what is being sold
· Buyer due diligence readiness
· Tax optimisation and small business CGT issues
· Wind-down of remaining structures
· Coordination with lawyers, bankers and valuers
Forecasting, valuations and decision support
We help clients test commercial decisions using budgets, cashflow forecasts, benchmarking and externally sourced specialist valuation input where required.
· Three-way forecasting and budget modelling
· Benchmarking and KPI frameworks
· Rough structure valuations where underlying values are ascertainable
· Facilitation of specialist valuers for complex business/property valuations