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Accountancy

Mergers and Acquisitions Tax Advisory Services

In today's dynamic business landscape, M&A transactions have become vital for companies seeking growth, diversification, or strategic consolidation. Navigating the intricate web of tax implications during these transactions is crucial, and that's where our M&A tax advisory experts can help.

Why Do Businesses Need M&A Tax Advice?

The acquisition and disposal of businesses typically involves complex financial and legal considerations, including tax implications, that can significantly impact the success and profitability of a transaction. Here’s why businesses need M&A tax advice:

Tax Efficiency: M&A tax advisors help businesses structure deals to minimize tax liabilities, ensuring that resources are used efficiently and that post-transaction profits are optimized.

Risk Mitigation: Mitigating potential tax risks and ensuring compliance with ever-evolving tax regulations is paramount to avoid costly disputes and penalties.

Strategic Planning: Businesses can leverage M&A tax advisors to align their transactions with their overall strategic goals, ensuring the deal adds maximum value.

Who Might Need M & A Tax Advice?

At Kirk Rice we work with a wide variety of businesses who are considering acquiring or disposing of business interests. This can range from large groups of companies and Private Equity backed corporations to Entrepreneurs who may be looking to acquire a business to increase their presence of alternatively dispose of a business that they have built up.

When Do They Need it, and What are the Benefits?

Businesses should consider M&A tax advice during various stages of the transaction lifecycle:

  • Pre-Transaction: Tax advisors can assist in target selection, due diligence, and structuring to identify potential risks and benefits at an early stage. Advisors should tailor their advice to the specific business needs to provide the optimum result.
  • Transaction Execution: Tax Advisors liaise closely with lawyers to ensure that the transaction or restructure is implemented in a tax efficient manner and that clearance from HMRC is obtained as necessary.
  • Post-Transaction: Ongoing support includes integration planning, compliance, and optimizing the combined entity’s tax position with a view to minimising the effective rate of tax going forward.

Are you planning a merger or acquisition?

It is important to evaluate any potential business purchase to get the whole picture. After all, a poor fit, or acquiring a business that has some underlying issues, can be costly. The first question Kirk Rice will help you answer is whether or not the business is the right fit for you. For example, does its growth strategy sit well with your plans? (We understand this as we’ve been there many times ourselves.)

In six years the support Kirk Rice has provided to CVI has been invaluable. My company and myself rely on our contacts at Kirk Rice to provide all levels of information and support; Banking, Country Registration, Payroll, taxes basically all things business and accounting related in the UK and German market we rely on Kirk Rice to help us with. The employees that I work with are like my right hand in managing our business overall in Europe, they are a pleasure to work with, amazing source of support, and we could not do it without them. I could not think of working in the country without the support Kirk Rice and the my contacts there provide to my company.

Brandy Johnson

Corporate Visions

Kirk Rice really is a fully outsourced service. My USA parent company’s CFO had limited international experience and Kirk Rice worked with us both to facilitate the initial set up of the UK company optimizing it from both a tax and operational perspective and introducing us to key banking relationships.” says Paul. “On a day to day basis, they look after all our finance functions and liaise with our USA parent company to ensure we provide consistent reporting and monthly consolidation. The service includes bookkeeping, paying all bills, cash management, tax compliance, payroll and employee benefit schemes as well as our UK audit. They are always there when something arises and I need some quick advice outside of my scope.

Paul Cheslaw

Applied Voice and Speech Technologies Ltd.

Call us now: +44 (0)208 789 8588

Other Business Services

Kirk Rice prides itself on being open and honest, but always with a great degree of flexibility to allow the moulding of our services as your business grows. These are some of the services we can offer the business after the merger or acquisition is complete.

Structure Advice

Expert advice on how best to structure your UK operation.

Compliance

We prepare and file statutory accounts and corporation tax returns.

Company Secretarial

Development and filing of Companies House compliance statements.

Software solution

We can advise on and implement the most appropriate accounting package and other software solutions.

Outsourced Accounting Services

Save time and costs by outsourcing your accounting function including, software solutions, bookkeeping, management information, payment & cashflow management. Click here for further detail on our outsourced accounting packages.

Timely management information

We will prepare and/or review your management accounts.

HR services

Assistance with drafting employment contracts, staff handbooks, implementing HR systems and policies.

Employee benefits advice

Help establish suitable employee benefits to ensure you attract and keep good people. These could include pension schemes, private medical insurance, life insurance.

Payroll

A full payroll service, registering payroll schemes for new employers, salary calculations, dealing with payroll variables such as overtime, commission/bonuses, holidays and maternity etc.

Audit

R&D tax relief

Share schemes

Get In Touch

How Our M & A Service Works

Pre-Transaction

- Developing an acquisition plan
- Assessing the target and the asking price
- Raising finance
- Negotiating with the sellers

Transaction Execution

- Carrying out effective due diligence (tax
exposure, financial reviews and off balance
sheet liabilities)
- Financial forecasting
- Tax Planning

Post-Transaction

- Future planning
- Post transaction re-structures

Why choose Kirk Rice?

Specialisation

Our team comprises tax specialists with in-depth knowledge of M&A transactions, ensuring you receive tailored advice.

Holistic Approach

We take a holistic view of your transaction, considering immediate and long-term tax implications.

Custom Solutions

Every business is unique, and our solutions are tailored to your specific needs and goals. We achieve this by investing time with our clients at an early stage to understand their particular issues and goals.

Risk Management

We help you navigate the intricate tax landscape, mitigating potential risks.

Our team

As you explore your expansion in to the UK market, you must have full confidence in the partner you chose to support you on your journey. At Kirk Rice, we are your partner and work as an extension of your business. To that end, our knowledge and expert team offer more than just our extensive expertise; we apply passion, commitment, reliability and have your best interests front of mind.

Meet some of our specialist team:

  • Viru is a Chartered Tax Advisor with over 30 years experience in UK tax, gained in small and mid sized firms. He advises businesses from large corporates to owner-managed businesses on a wide range of issues, including M & A’s, exit strategies, restructures and employee share schemes.Viru joined Kirk Rice as Tax Partner in 2017 to further bolster the tax team. He likes travelling and is a keen cricket buff. Viru Patel Viru Patel Partner - Tax Thames Valley
  • Alex is a Chartered Tax Adviser and Chartered Accountant with over 15 years experience in tax. He joined Kirk Rice in 2021. Alex advises businesses ranging from small and medium sized firms to large groups and has particular experience in corporate restructures, share schemes and M&A advice. Outside of work Alex is married with 2 boys and enjoys following the fortunes of Tottenham Hotspur when time permits. Alex Taylor Alex Taylor Director - Corporate Tax Thames Valley
  • Gauhar joined the General Practice team in 2017. He comes with extensive experience around SMEs, OMBs and various areas of practice. He likes challenging jobs and interesting clients and is keen on further development. Out of hours, his world revolves around good food, amateur photography, watching TV shows and movies and most importantly, his family. He aspires to do more for those less fortunate. Gauhar Chaudhary Gauhar Chaudhary Director Thames Valley
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