Are you an accounting or taxation practitioner?
Then I can add to your profit line.
My name is Frank Coombes and I am a corporate finance specialist with over 20 years’ experience.
I can work with your clients to successfully complete a corporate finance transaction be it:
I bring specific corporate finance expertise and experience to these transactions and thereby delivering the first class service that your client expects. This is done while still delivering to profit line of your practice.
Below are 3 examples of how Accountant or Taxation practitioners can help clients who are considering succession planning and want to extract value from their shareholding:
1. Selling the Business
Perhaps you have a client who is considering succession planning and wishes to exit the business through the sale of their company?
He or she will want to maximise the return on their lifetimes work.
In this situation:
In essence we are working in partnership, each delivering our own expertise, to deliver a first class service to your client.
This is all achieved while still delivering a return to your profit line.
2. Passing the company to family or management and still extract value
Another example may be that your client, (instead of wanting to sell their business) wants to pass it onto a family member or indeed onto loyal management within the company.
Your client would still like to reap the financial return for their hard work.
In this situation:
Here again we can work in partnership and pool our expertise to deliver a first class service and result for your client, while still adding to the profit line of your practice.
3. Part Disposal of the business to secure a nest egg
Perhaps your client would like the idea of taking some money “off the table”.
They can sell some of their shares now while bringing in a financial partner to help them grow the business further with an ultimate disposal in five plus years.
In this situation:
Again in this transaction, I will partner with you practice, adding my expertise to yours to deliver a first class service to your client while still adding to the profit line of your practice.
Other Examples of where we can partner together:
Your client wants to buy another business
Perhaps your client wants to buy another business.
In this situation:
Your client needs to raise finance
Perhaps your client needs to raise finance – either to expand organically or to complete an acquisition.
In this situation:
In summary
I can partner with you to pool my corporate finance expertise with your accounting and taxation expertise to deliver a first class service to your client while still adding to the profit line of your practice.
Interested in learning more or discussing specific client situations?
Get in touch today, with full confidentiality:
Email: fcoombes@coombesfinance.com
Tel: +353 (0)86 6817103.
