2024

Receiving an unsolicited approach for your business can be both exciting and daunting. While it might seem like you’ve avoided the need for an M&A or corporate finance (CF) adviser, the reality is that this is often when expert guidance becomes most critical. A good adviser does much more than find buyers—they help you navigate …

What Steps Should You Take When You Receive an Unsolicited Offer for Your Business? Read More »

Ron Hully, a seasoned corporate finance advisor, shares his insights on working with family offices and his experience guiding them through acquisitions to help preserve and grow their wealth for future generations. What Makes Family Offices Different? Wealthy families set up family offices to manage their personal wealth, often across multiple generations. Unlike institutional investors, …

Insights on Acquisitions for Family Offices Read More »

Embarking on a buy-and-build strategy is an exciting journey for business owners, but it’s essential to tread carefully to avoid common pitfalls. This blog will explore five challenges associated with a buy-and-build strategy and discuss proactive solutions to ensure a successful and seamless implementation. Pitfall 1: Rushing the Due Diligence Process “Pitfall: Inadequate Due Diligence” …

Buy and Build Strategy: 5 Pitfalls and Proactive Solutions Read More »

Introduction: Embarking on a management buyout (MBO) can be a defining moment for both business owners and management teams. This strategic move offers the management team an opportunity to take control of the business they know so well but presents challenges that must be navigated carefully. This guide will outline ten essential steps to completing a successful MBO, address common concerns …

Navigating Success: 10 Essential Steps to Completing a Management Buyout Read More »

The role of a Finance Director (FD) extends beyond numbers; it encompasses steering the financial course of the business. Early exit planning might stir a mix of concerns and opportunities. In this blog, we’ll explore the dual nature of early exit planning from the perspective of a Finance Director – addressing concerns and maximising benefits …

Early Exit Planning for Finance Directors – Addressing Concerns and Maximizing Benefits Introduction: Read More »

Are you a family member ready to take over your family-owned business from your parents? Embarking on a family buyout journey can be both exciting and daunting. However, with careful planning and execution, you can ensure a smooth transition of ownership while preserving the business’s legacy and values. Business owners opt for family buyouts to …

10 Essential Steps for Family Members Buying Out Parents: Your Roadmap to Business Succession Read More »

In the complex world of financial services, collaboration often leads to innovative solutions that benefit clients across the board. One such collaboration that holds immense potential is the partnership between corporate finance advisors and wealth managers. Having worked for 15 years in the wealth management industry and now being heavily involved in helping business owners …

Maximising Client Value: The Synergy Between Corporate Finance Advisors and Wealth Managers Read More »