Recent deals with LEES as lead advisors..
Professional Services
The shareholders of a long-established professional services company engaged LEES to find a buyer, ensuring both their retirement and the business's long-term succession. LEES provided exit planning to position the business as an attractive acquisition. Once a suitable buyer was identified, LEES guided the owners through the sale process, offering commercial tax advice to maximise their financial outcome. The deal involved both significant property assets and a trading business, requiring close collaboration to ensure a smooth transition and informed decision-making.
Retail
LEES advised a multi-site grocery retailer on the sale of a freehold property and business in East Norfolk. Our team provided tax and financial guidance, working closely with solicitors to ensure a smooth and successful transaction.
Creative Design
Following a co-owner's unexpected health issue, LEES assisted in securing their exit while preserving the company's future. We structured a share buyback, obtained tax clearances, and helped secure financing to ensure business stability and an optimal outcome for all parties.
Engineering
Having previously supported an MBO team in acquiring and growing a business, LEES was again engaged to assist with its sale to a national group. We advised shareholders on tax and commercial matters, ensuring a successful transaction that rewarded their hard work and investment.
Café and Food Hall
A landlord sought to acquire a flagship café and food retail business within a tourist attraction to improve its performance and benefit neighbouring businesses. LEES facilitated sensitive negotiations, expedited due diligence, and structured the transaction for tax efficiency and long-term success.
Graphics and Digital Print
LEES advised the management team of a well-established company on acquiring the business from its retiring owners. We structured funding, assessed cash flow, and streamlined due diligence, ensuring a seamless transition and a successful outcome for both buyers and sellers.
Industrial Supply
LEES assisted a business owner in selling their company to a long-standing manager. We helped refine the deal structure, provided tax guidance, and supported due diligence to manage risks and facilitate a smooth ownership transfer.
Leisure
LEES guided the owners of a leisure company through the sale to a national operator, managing due diligence and structuring the transaction to maximise after-tax proceeds while minimising stress for the sellers.
Management Buy-In
An entrepreneur seeking to acquire an online sales business engaged LEES for support. We advised on an efficient purchase structure, risk assessment, and due diligence, ensuring a smooth acquisition. Post-sale, LEES continues to provide strategic accounting and business advice.
Training Sector
Facing a shareholder dispute, a training company turned to LEES for guidance. We facilitated negotiations, structured a buyout, and collaborated with legal advisers to achieve a fair resolution that protected the business’s continuity.
Automotive
LEES assisted an automotive business in securing funding for expansion, combining external financing with a government grant. We supported negotiations, prepared financial projections, and helped secure the necessary capital.
Plumbing and Heating
An expanding plumbing and heating company sought to acquire a London-based business. LEES structured the deal, coordinated with legal advisers, and ensured the acquisition met the client’s strategic and financial objectives.
Energy Sector
Following the death of a major shareholder, LEES guided an energy company through ownership restructuring. Our team conducted a share valuation, navigated shareholder agreement complexities, and facilitated a £3 million settlement that allowed the business to move forward.
Motor Retail
LEES advised an automotive retailer on the exit of a major shareholder, structuring a management buyout that ensured business continuity and positioned the company for future growth.
Food
LEES assisted a fast-food business in acquiring three new locations under tight deadlines. We developed a business plan, negotiated purchase terms, and secured over £500k in funding, enabling the company to expand successfully.
Communications
When a major shareholder of a communications company sought to retire, LEES structured a buyout that allowed the remaining management team to continue operations smoothly while ensuring a fair exit for the departing owner.
Software Development
LEES managed the sale of a software company to an international buyer, handling intensive due diligence and structuring the deal to meet tight deadlines. The transaction was completed successfully for €9 million.
Engineering - Project Tower
LEES advised an engineering firm on the retirement of a key shareholder, structuring a share repurchase with deferred consideration to ensure a tax-efficient and financially sustainable transition.
Engineering - Project Blueberry
LEES facilitated the £2 million sale of an industrial machinery company to a global corporation, managing negotiations, due diligence, and tax considerations to achieve a favourable outcome.
Professional Services
LEES supported an Independent Financial Advisory firm through an acquisition, conducting due diligence and structuring the deal to optimise financial and legal considerations.
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