Search

Letter to send to a target to say your client isn’t progressing with the deal

Click to download

Suggested fee paragraphs where you are searching for potential acquisition targets, but haven’t yet started a full acquisition assignment

Click to download

Letter to send to potential target businesses on behalf of acquiring client

Click to download

To encourage clients to consider acquisitions, for use in newsletters, newswires, eshots or blogs

Click to download

Written for TWP in Dec 08 to follow up a seminar they had run on buying/selling businesses

Click to download

Kirsty’s CPD course presentation on Buying & Selling Businesses

Click to download

For client to sign before you issue any business plans

Click to download

Conference Slides March 2018 – Dan Rajkumar Rebuildings M&A finance

Click to download

Conference Slides March 2018 – Kirsty M&A acquisitions KM

Click to download

Conference Slides March 2018 – Kirsty opening M&A acquisitions KM

Click to download

Required to be signed before you carry out a ‘consumer search’ ie on an individual, rather than a business

Click to download

Where we are acting as lead advisor but not carrying out Due Diligence

Click to download

Due diligence plus lead advisory for an acquisition assignment

Click to download

Specific paragraphs relevant to corporate finance work. To be added to your firm’s normal terms for engagement letters

Click to download

A flyer to encourage M&A target searches and approaches

Click to download

Stat dec – an example of a completed stat dec for a previous deal as written up by the lawyers

Click to download

Example wording for the Non Stat board memorandum required to be signed by the directors

Click to download

Financial assistance auditors report

Click to download

Is financial assistance necessary?

Click to download

Letter written by auditors to the directors to give them comfort to sign the Board Memorandum

Click to download

Example of a completed stat dec by the lawyers – part 1 is where extra information has to be included

Click to download

Financial assistance work programme

Click to download

When considering buying another business, there are certain areas of information the client needs to know early on, probably before we get involved.

Click to download

Post acquisition of a business for an existing client, details of what has happened for the general practice audit and accounts team

Click to download

To be signed by audit firm of target company

Click to download

For use when passing working papers to an adviser for a purchaser

Click to download

Planning an integration workplan

Click to download

Presentation to use at launch event of National MBO Training Programme – intended audience of banks, lawyers & other professionals. Speaker notes included.

Click to download

For potential MBO teams, a letter (wording agreed by employment lawyers) for the business owner to give to his management or potential MBO team

Click to download

Get to know your potential MBO team

Click to download

A template for letters to management teams of groups regarding MBOs, introducing your firm and your MBO services.

Click to download

A template letter, as drafted by Kirsty, to be used to approach companies about a potential merger

Click to download

Standard approach letter to send to target’s auditors when you are required to review their files for DD

Click to download

Rising Stars Slides – March 2018 Lincoln KM Kirsty Jack The Process of an acquisition

Click to download

Dave Fleming Duff Phelps Rising Stars March 2018 buying from administrator

Click to download

Rising Stars Slides March 2018 – KM Kirsty Due Diligence Introduction

Click to download

A scorecard to assess the attractiveness of an acquisition based upon the target ‘s publicly available financial information

Click to download

SEIS Application Form for advance approval from HMRC

Click to download

SEIS Supplementary Information for HMRC example

Click to download

Typical content of a shareholders agreement

Click to download

Activities to carry out when asked by a client to find an acquisition target

Click to download

Planning sheet with timeline to arrange a regional launch of the MBO Training Programme

Click to download

To inform clients of the process of buying another business

Click to download

Advice on the different types of management buy-outs, and tips to maximise the success of these deals.

Click to download

Latest Deals

Latest News

Latest Tweets

We appreciate it's a difficult time for smaller businesses including those still trying to access funding via #BounceBackLoans. If you don’t currently bank with an accredited lender @moneysavingexp's article may be helpful in detailing steps you can take
https://t.co/DuojqO3NTB

Sorry I’m on radio silence - back to back calls atm working on the launch of #LeaveNoBusinessBehind for accountants & their SME clients. Amazed how quickly the accountants are pre-registering on this page https://t.co/TZJsBlbaz9 So pleased it’s gathering momentum #accountants

@TaxwriterLtd @TheCFN @sharonjcooke And the devolution aspects are mindblowing for nationwide employers: traineeships and apprenticeship England only (unless others do something similar), CJRS3 will be UK and kickstarts GB as linked to UC so sep N ireland rules!

Subscribe to our newsletter

If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email info@thecfn.org.uk.