TC Knill James, a member of The Corporate Finance Network based in Lewes, East Sussex, has advised the shareholders of a South East-based air conditioning and maintenance business on its successful transition to employee ownership.
Led by partner, Kirsty Wilson as lead adviser, the Corporate Finance and Tax teams provided end-to-end support throughout the transaction, including structuring advice, valuation, tax planning, HMRC clearance processes and project management through to completion.
The transaction to employee ownership enables the founders to realise value from the business while safeguarding its independence and creating a sustainable ownership structure that rewards and benefits employees for the long term.
