Tania Phillips Jacqui Gudgion
Ross Lane
Kelvin Olysanya
■ Ross Lane, Audit and Business Advisory Partner, has strong corporate fi nance experience and handles M&A deals, fi nancial due diligence and valuations.
■ Kelvin Olysanya, a Corporate Finance Assistant Manager, supports the team in working on fi nancial due diligence projects, business valuations and deal advisory.
■ Jacqui Gudgion, Corporate and Business Tax Partner, works alongside the Corporate Finance team providing an advisory and solution based approach.
Jacqui has experience in tax
planning for reconstructions and reorganisations, profi t extrac- tion, Capital Gains Tax (CGT), Inheritance Tax and Enterprise Management Incentives (EMI). Jacqui also works closely with the Corporate Finance Team providing tax input on acquisitions (due diligence and structuring work) and disposals advice for corporates and individual shareholders.
T e team can also draw on a wide range of experience and
expertise from colleagues across the fi rm’s offi ces in London, St Albans, Milton Keynes and Rickmansworth to provide clients with the support they need, whatever the type and size of assignment. Tania said: “Many of our clients are already with Mercer & Hole for their accountancy and tax services and we step in to guide them through the challenges that transactions can bring. It can be over- whelming, even if you have your own fi nance team and, typically, there is a need for more in-depth specialist help to relieve some of the pressure that comes with going through a major deal. “We’re also there to help with the decision making. It may be
that it’s simply not the right time to buy or sell a business and we can evaluate an off er for sale or assess the value of what is being purchased. Investigating the robustness of the fi nancial results is a key part of our work”.
T e Corporate Finance Team works closely with Jacqui Gudgion to
provide specialist tax advice tailored to the individual’s circumstances. Jacqui said: “I work alongside Tania and her team, overlaying
their work with an assessment of the tax position. In a sale, that would be looking at the quality of a business’s tax compliance and identifying any risks so that they can be addressed before the sale process starts. Without this approach, issues may arise that could stop the transaction in its tracks, although often they are points that impact the valuation as they can be resolved post-acquisition. “T ere is always some risk when acquiring a business, issues
may arise that are totally unexpected and that’s why expert advice is so important. “Finally, we advise vendors to help them to they understand
their obligations under the array of legal undertakings required as part of the sale process and we also provide advice about their own tax position if the business is sold, particularly with regard to their personal tax, and any actions they can take pre-sale to maximise the tax reliefs they are entitled to. “Tax is an increasingly complex area and a sale is frequently a
Phil Fenn
one-off experience for those involved, so having expert advice is invaluable.”
Find out more about the work of the Corporate Finance team at Mercer & Hole at
www.mercerhole.co.uk or call 01908 605552 to speak to a member of the team.
Vaishali Pattni
25
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60
