MBO and MBI Advisory Services

MBO and MBI Advisory Services

Services for Sellers and Buyers

We help optimise your MBO/MBI. We can facilitate the whole process – putting together buyers, sellers and frequently financing packages (debt or equity). Areas in which we often assist include:

  • Drafting bid documentation.
  • Optimising tax structures – for buyers and sellers.
  • Creating efficient funding structures to enable funds to be raised more easily.
  • Undertaking due diligence.
  • Negotiating contract:
    • Warranties
    • Guarantees
    • Deferred payments
  • Creating management incentive plans – including Employers’ Management Incentive (EMI) schemes.
  • Raising capital from debt or Private Equity.
  • Post-acquisition advice on
    • Staff retention
    • Systems Integration

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 – and are small enough to care.
  • We’ve currently (December 2024) the resources and expertise to complete your MBO/MBI rapidly.

Advisory Team

Chartered Accountant Ealing Stuart Thomson

J Stuart Thomson MA ACA 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
> Stuart's full profile
Auditor London Edmund Cartwright FCCA

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.
> Edmund's full profile
Tax Advisor London Karim Jivraj

Karim Jivraj BA (Econ)

Senior Client Manager

  • Karim has over 30 years of experience in the accountancy profession.
  • Primarily manages the accounting and tax requirements of our corporate clients, including public companies and international groups.
  • Advises clients on significant regulatory accounting changes and on financial, business, tax and VAT compliance.
> Karim's full profile

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.
> Rob's full profile
Chartered Tax Advisor Peter Briant CTA

Peter Briant CTA

Tax Manager

  • Chartered Tax Advisor with 20 years experience.
  • HM Revenue and Customs (HMRC) Inspector of Taxes.
  • Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
  • Represented HMRC in discussions with foreign fiscal tax authorities.
> Peter's full profile

Next Step

Contact us today to reduce your risks – and negotiate a better deal. You’ll be pleased you did.