Management Buyouts and Buy Ins

Management buyouts (MBOs) help business owners pass their business on to the team who helped make it a success.

This route helps ensure business continuity and provides peace of mind for employees.

MBIs allow experienced individuals to buy into a business, so bringing their experience and skills to the business.

However there are a number of hurdles which will need to be overcome in each of these. The team from Roffe Swayne can help ensure that the transition runs smoothly and the business continues to function as normal.

We can work with either party during the transaction and can assist in the following areas:

  • Feasibility plan and initial documentation
    We can produce an initial document detailing the nature of the deal you are proposing and your funding requirements.
  • Introducing you to lenders
    We can prepare a business plan with full financial forecasts and then introduce you to potential lenders.
  • Managing the purchase process 
    We can help to present the deal, negotiate terms with the vendors and management team and prepare the Heads of Terms.
  • Providing advice throughout the process
    We will be there to provide help and advice on the range of accounting, tax and legal issues which will arise during the process.
  • Implementation
    We will be there to support you after the deal has been done, ensuring that the transition to the new owners runs smoothly.

For more information about our MBO and MBI service, please contact either Mark Leigh→ or Sharon Ward→ on 01483 416232.