Mergers and Acquisitions
We bring expertise in tax, financing, financial analysis, financial reporting, and compliance to ensure that the right advice is provided to decision makers whether buying or selling a business.
What is this service?
Business purchase, sale and financing transactions generally require a team of experienced professionals. Beyond assisting with the strategy and operational aspects of buying and selling, Spry Roughley bring expertise in tax, financing, financial analysis, financial reporting, and compliance to ensure that the right advice is provided to decision makers early and as the transaction progresses.
For existing clients, our deep client knowledge allows our services to be efficiently tailored to the situation and need for advice. Services range from quick update conversations & advice on areas of risk and awareness, through to regular strategy and structuring advice on business growth, acquisition, and sale readiness.
As transactions progress (for new or existing clients) we keep abreast of all matters and review key transaction documents (NDAs / Heads of Agreements / Business (share) sale agreements / Services agreements) which allows us to provide timely advice on tax, financial and, structuring issues that generates value, long after the transaction is complete.
We also assist private and foreign investors who often don’t have an existing Australian based team and need rapid and reliable commercial advice on one-off transactions and business establishment.
Why Spry Roughley?
The breadth and depth of our business and tax knowledge on existing small, medium and large businesses across a wide range of industries, keeps us in touch and aware of key trends and issues in the business acquisition and divestment space. As we work on both buying and selling, we understand the needs and value on both sides of the equation which assists in crafting win-win solutions that fit to each unique situation.
We bring our technical, business, accounting and tax analysis to contract negotiations. We focus on looking beyond the transaction and ensure that decisions made in the present stand create lasting value into the future. This is often achieved with smart structuring advice (for buyers) or taking advantage of available tax concessions (for sellers).
We find that getting involved early in the process gives us greater understanding, as well as the opportunity to ensure buyers see beyond the initial process and understand:
- How acquisitions will be funded (debt structuring advice) including ensuring finance agreement terms (covenants, amortisation, security, price) are appropriate.
- How the acquisition price will be allocated to individual assets (purchase price accounting) and ensuring that is well structured and understood.
- How incremental earnings will be taxed in the most efficient manner, reinvested (CAPEX or further M&A), used for financing (interest and debt amortisation payments) or distributed to shareholders.