Oil & Gas - Services: Case Study 7

Background

Successful UK based Oil & Gas service company with international presence. Owner managed by two families all of them working in the business with one family looking to exit.

Our Approach

  • Initial succession planning advice discussed with managing director two years prior to disposal process beginning
  • Full marketing process undertaken with AAB identifying a selected number of potential acquirers
  • AAB identified the eventual acquirer which has an existing business albeit a different market to the target
  • Specialist tax advice on indirect and international tax liabilities
  • Project managed the transaction to successful completion with managing director and finance director leaving the company and other shareholders investing in the acquirer
  • Identified and managed shareholder expectations in difficult trading conditions

The Benefits to the Client

  • Successful negotiation of initial offer with all consideration being received at completion
  • Facilitated a tax efficient investment opportunity for retaining shareholder to invest in the purchaser
  • Enabled a tax efficient option for all shareholders to acquire the Company’s new premises to facilitate future income
  • Added value, sustainability and opportunity for growth of the combined group post completion
  • Opportunity for company to mitigate known tax liabilities not previously aware of

The Plus Factor in Action

  • We helped our client make money by enabling a tax efficient option for all shareholders to acquire the company’s new premises to facilitate future income
  • We saved our client time by undertaking initial succession planning advice with management director two years prior to disposal process beginning
  • We gave our client peace of mind by identifying and managing shareholder expectations in difficult trading conditions
  • We supported them now and in the future by adding value, sustainability and opportunity for growth of the combined group post completion
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