Tax Planning

Many firms are keen to do a deal (whether buying or selling) but find that the differences between the deal value and the after-tax value are much harder to quantify, especially with limited finance support in-house. It’s more important than ever to instruct professional advisors who can understand the variables and calculate the actual cash effect of your negotiations.

It can be quite easy to agree the conceptual value, but how do you make sure the final deal value is comparable, and that there is not any tax leakage from your proposed structure?


Firms who have agreed a deal but need accountancy support in finalising the transaction.


I will produce calculations of the likely “in your pocket” figure as well as advise on any changes to the structure that can improve that result.


To help you calculate the optimum tax structure for your deal.


Timelines vary depending on the complexity of the Sale and Purchase Agreement. Most calculations take between 2 and 4 weeks.

How Much?

Costs vary depending on the size of the transaction and the level of adjustments or alternate variables required.

As a guide a very simple scenario with minimal contentious points or significant follow up would be approximately £1,000 and very complex one with hours of discussion backwards and forwards would be £5,000. Most clients budget £2,000-4,000.

Discounts are available for prompt payment and for those already enrolled in the outsourced FD service.

Ready to Talk?

Practice Valuation

Deal Negotiating & Structuring

Due Diligence

Tax Planning

Completion Mechanisms

WIP Valuation