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Transaction Tax

The tax risk involved in any transaction can often be a major problem and concern for the individuals involved. It is our job to help you fix these problems. Our Transaction Tax team has years of experience in supporting clients in this complex area, whether you are looking to complete a new business purchase, sale or restructure your existing business, we work with our EQ Corporate Finance team to deliver tax-efficient and commercially minded solutions. Our team concentrates on getting to know you and your objectives in order that we can supply the advice most appropriate to you.

Our approach is relationship led to ensure you have a highly qualified, motivated and committed EQ Taxpert to help reduce your burden. The importance of understanding the motives behind a transaction and providing advice at an early stage in any transaction are key to ensuring the transaction ends up with the right outcome. Our team is happy to be appointed on a consultancy-only basis although our best advice is delivered where we deliver all of the services required by a business.

We have a highly qualified team which maintains close relationships with other professionals to ensure you have the best advisory team. It’s our goal to solve your problems and be your most trusted advisor, managing the transaction from start to finish.

Contact the Transaction Tax Taxperts

Rachel Bell

Rachel Bell

Partner

Ross Oliphant

Ross Oliphant

Partner

David Morrison

David Morrison

Head of EQ Taxation

Business Purchase

The decision to purchase is not taken lightly and requires extensive effort from the purchaser and their advisory team to ensure that the appropriate level of due diligence is performed in order to allow the purchaser to make a fully informed decision.

Our Transactions Tax team is able to work with you in order to minimise the tax risks and to ensure that the resultant purchase is in line with, or exceeds, your expectations. Our team will also assist the business integration process as you look to consolidate and restructure your activities, ensuring you have ongoing support and your business structure allows you to achieve your goals.

View Related Case Studies

Management Purchase of Business

Following the collapse of a local business, EQ were approached by two of the management team who sought to make an acquisition of some of the assets along…

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Property Management Expansion through Acquistions

Our client is a property management business that had expressed an interest in making strategic acquisitions in order to accelerate its expansion. Following meetings with the company to…

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Purchase of Business

Our Transaction Tax team and EQ Leisure team acted for a client in their acquisition of a holiday park. The seller owned its land separate from its trade and…

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Business Sale

A business sale may take place for many reasons. It may be due to a retirement or exit strategy or perhaps an offer that was just too good to refuse. The successful sale of a business or an interest in a business requires great tax knowledge and the ability to cut through complex rules to leave the seller with a successful, low tax outcome.

Our Transactions Tax team has experience of all sorts of sale transactions, whether those are to an external seller or perhaps a sale to the remaining employees. We can help ensure the business and seller are exit-ready and that the right business structure is in place to allow a deal to go ahead. Our team applies imagination, flair and technical expertise to ensure that the seller achieves all of their objectives in securing a sale.

View Related Case Studies

Sale of a Food and Drink Business

Our client is a food and drink producer based in Scotland. EQ recently started to act for the client as they had outgrown their existing advisors. At the…

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Sale of Care Home and Refinancing

Our client ran two care homes alongside a property development operation which was going through a difficult period. In order to prop up the property development venture, the…

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Business Sale to International Company

Our client is a specialist architectural company which had been operating in the sector for a number of years. Several years previously, EQ had assisted the client in…

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Preparing for Sale

A non-client, a manufacturer, approached EQ to help them in setting up their business to be sold, most likely to the employees. The company was owned by two…

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Sale of Development Land

Our client owned an area of development land personally with his wife, and the land was utilised by the farm partnership that both he and his wife were…

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Business Restructuring

We recognise that circumstances change and that people change their minds. This often results in a reconstruction of a client’s business and requires our specialist tax team to be aware of all of the relevant tax rules applying to any type of transaction, from incorporation of a business to implementing a group structure or even a demerger.

Any form of restructuring requires an eye for detail and the ability to be flexible. In business, it’s easy to flag up series of problems but it’s our role to provide solutions for you as you look to make changes to assist you in realising your strategic goals. It’s our aim to solve your problems, not to create them.

View Related Case Studies

Family succession, refinancing and restructuring

EQ were approached by non-clients to assist them with a family succession problem. The father owned a filling station, which had traded profitably but had been neglected over…

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Asset Protection

Our client is involved in the financial services sector, and is regulated by the Financial Conduct Authority (FCA). EQ had observed a growth in litigation in this sector…

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Business Turnaround, Borrowing and Restructuring

EQ acted for a client which, through a market downturn and resultant reduced asset values, had bank borrowing way in excess of asset values but with a trade…

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Restructuring of Architectural Practice

Our Transaction Tax team joined forces with our EQ Professions team to advise a firm of architects in their business restructuring. A discussion between EQ and the owners determined…

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Business Succession for Architectural Practice

Our client is an architecturcal practice which had suffered reduced profitability following the 2007/08 recession, which had resulted in a significant disparity between the capital provided by each…

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Other Transactions

Transactions can take place for various reasons and can take many forms, from merger or management buy out to family succession or the introduction of employee ownership trusts. In the many years since EQ’s formation, our team of experienced advisors has seen all sorts and helped clients achieve all manner of solutions. We pride ourselves on our friendly approach and will leave no stone unturned on your behalf.

We have a team of highly qualified experts who will help you determine the strategy for your transaction and optimise the outcomes based on the reasoning behind the transaction, whether this is for refinancing purposes, extraction of cash or assets, positioning of assets to reduce risk, succession etc. You can be sure that we’ll offer you an honest opinion at all times, building our relationship with you as your trusted advisor.

Our services include:

Business Purchase

Business Sale

Business Restructuring

Other Transactions

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