MBO and MBI Advisory Services

MBO and MBI Advisory Services
Services for Sellers and Buyers
We’ll support your MBO/MBI and frequently help arrange financing packages (debt or equity). Areas in which we often assist include:
- Optimising tax positioning
- Creating efficient funding structures to enable funds to be raised more easily.
- Undertaking due diligence, if required.
- Negotiating contract:
- Warranties
- Guarantees
- Deferred payments and earn-outs
- Creating management incentive plans – including Employers’ Management Incentive (EMI) schemes.
- Raising capital from debt or private equity.
- Post-completion advice on:
- Staff retention
- Systems Integration
- Business growth plans
- Exit strategy
Your Helping Hand
We provide technical/financial advice. We’ll guide you through the ups and downs of your deal and help you stay focused on your objectives.
Real World MBO/MBI Expertise
We understand business acquisitions – we’ve made multiple successful MBOs and an MBI ourselves.
Johnsons – Chartered Accountants
You can count on our experience and expertise :
- We’re a growing, full-service, mid-sized firm of Chartered Accountants, with over 70 staff.
- We’ve currently (June 2025) the resources and expertise to complete your MBO/MBI rapidly.
Advisory Team

J Stuart Thomson MA CA FCT ATT MCSI
Group Managing Director
- Chartered Accountant (Institute of Chartered Accountants of Scotland)
- Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
- FCT – Fellow of the Association of Corporate Treasurers
- MCSI – Member of the Chartered Institute of Securities and Investments
- ATT – Association of Tax Technicians

Edmund Cartwright FCCA
Managing Director / Audit Partner
- Fellow of the Association of Chartered Certified Accountants (FCCA).
- Authorised by the Institute of Chartered Accountants of England and Wales (ICAEW) to conduct audits.
- Authorised as a Responsible Individual by the UK Financial Reporting Council (FRC) to conduct Public Interest Entity (PIE) audits.

Rob Wilkes FCA
Audit Director
- Rob has 34 years of audit experience.
- Worked in the UK, Ireland and Australia and at four of the top five global accounting firms.
- Advises and audits clients in the technology, professional services, leisure, hospitality, manufacturing, wholesale and NFP sectors.
- Experienced in leading the delivery of audits for listed companies, large privately owned international companies and Private Equity owned businesses.
Next Step
Contact us today to reduce your risks – and negotiate a better deal. You’ll be pleased you did.