Nicholsons, a member of The Corporate Finance Network based in Lincoln and Grimsby, supported a client in the wholesale sector through an Employee Ownership Trust (EOT) transaction.
Richard Hallsworth, Managing Partner, led the engagement on behalf of Nicholsons. The firm was instructed by the trustees of the Employee Ownership Trust to undertake an independent valuation of the business being acquired as part of the employee ownership structure.
The valuation involved a detailed assessment of the company’s historical and projected financial performance, alongside a thorough review of the risks associated with the transaction. Particular focus was given to the proposed deal structure, including the affordability of the acquisition, the anticipated payback period, and the repayment terms linked to the funding of the EOT.
Nicholsons’ work provided the trustees with a robust, independent view of value, supporting informed decision-making and helping to ensure the transaction was structured on a fair and sustainable basis for all stakeholders involved.
