Due diligence saved a client £400k on acquisition. The client was already acquiring an undervalue business however our understanding of the Care Home Sector together with experience of handling a share purchase agreement saved an additional £400k. More importantly it cost the seller £400k.
Effective management information and understanding bank covenant reporting saved a client from slipping away from his current bank manager and into specialist lending. The implications for this would have been an increase in interest rate, high penalty charges and a more active role from the bank in the running of his business.
VAT refunds for a Care Home Client exceeding £300k.
External report restructuring a group of Care Homes currently held in partnerships to a limited company avoiding stamp duty. This yielded personal tax and stamp duty savings of cica £1 million over approximately 5 years