We support clients in the following sectors
Wealth management
Personal tax
Financial advisory
Trust advisory
Insurance & protection
IHT planning
Discretionary management
ESG
Accounting / CPA
Tax
Corporate services
ESG
Digital transformation
Insolvency
Cyber
Audit
Advisory
Trust & corporate services
Bookkeeping
Payroll & HR
Tax compliance
Private client trust
Corporate trust
Corporate secretarial
Regulatory compliance
ESG administration
Fund services
PEO / EOR
Why clients choose to work with us
We need to plan for our retirement and without internal succession we need someone to manage a trade sale.
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We need to acquire a firm in a specific jurisdiction, but do not have the time to sit through 30 meetings to find the right 2-3 opportunities to pursue and ‘warm-up’. Can we outsource this work?
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We are a rapidly growing, entirely cloud-based, corporate compliance business. We recognise that we are going to hit a glass ceiling when it comes to growth in 8-12 months’ time and need to push through this with an acquisition and/or external investment.
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We need to work specifically with an M&A business that understands the accounting marketplace, has knowledge of the trends in accounting business models and consolidators in key markets.
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We need to acquire internationally and to work with someone who has a global reach and thoroughly understands our multi-jurisdictional interests.
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Growing organically is one thing, but I need to acquire or merge in with another firm to build critical mass. I don’t know how to find suitable targets other than making direct approaches to competitors.
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Succession planning through a sale is one option, but I need to know what the alternatives are, so I can make a considered decision as to the best route for me and other stakeholders.
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We have partners/shareholders who are all going to exit at different times given their respective ages – our shareholder agreement never catered for this, what should I do?
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Our partners have grown apart and now effectively run their own books under one roof – we need to break the partnership and need advice on how to split the business.
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We don’t know what our business is worth, with the types of deals being offered at the moment or the structure of deals. Talking this through with someone, would be very useful, to give us an outline of the current deals on offer in the market.
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I have a target in mind to acquire, but I don’t want to approach them myself, I need a ‘door-opener’.
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We need an independent review of our firm to highlight areas we could improve upon. Someone with an in-depth knowledge of the way our type of firm operates is paramount.
–Foulger Underwood client