Corporate Finance

Advising the typical owner managed business, through its life cycle of start-up to exit, will often require the input of corporate finance services.

We have accordingly set up a specialist corporate services team to offer bespoke services in this field:

Raising finance for your business

  • For general working capital requirements – e.g. overdraft, invoice discounting.
  • To buy a new asset, property or another business e.g. term loan, HP/lease.
  • For expansion to develop another product or enter another market.
  • Because you’re sick of your existing bank or lender.

Acquisition of a business

  • Find and/or approach the target business.
  • Investigate (due diligence) the financial & commercial elements of the business.
  • Make introductions to other trusted professional advisors you may require.
  • Advise on valuation & to negotiate with the vendor.
  • Raise the finance you need to fund the deal, and run the business afterwards.
  • Integrate the business with your existing business.

Exit planning and selling your business

  • Have you really planned for your exit?
  • Who are you going to sell to & will it be for the most price?
  • How are you going to protect your business & confidentiality during the sale?

Whiting & Partners

  • We are experts in all of these areas, and will charge you a reasonable fee for the size of the deal.
  • We specialise in corporate finance for SMEs and Owner Managed Business, in particular on deals with a transaction value of less than £3m.

Why should you use us?

  • Not just highly qualified accountants – we are proactive business advisors, trained to help you with your commercial challenges, not just your tax and audit.
  • Specialists in advising upon smaller transactions – as a regional and independent accountancy firm, we provide a high quality of advice, but without the cost and impersonal nature often associated with a larger firm.
  • For highly specialised corporate finance, tax, legal or marketing issues, we have access to some of the best technical support available.
  • We are members of  the Corporate Finance Network;  a grouping of some of the most proactive and commercially astute regional, independent accountancy firms in the UK who specialise in advising upon corporate finance advice for smaller transactions.

We undertake regular training and are up-to-date with the most recent market information.

The Corporate Finance Network SME Market Update:

Recent Transactions
Chris Kelly
5th April 2018 Whiting & Partners team advises on £1m buyout of an Insurance Brokerage

  Whiting & Partners, The Corporate Finance Network’s representative firm in Suffolk, has successfully advised the management team of its £1m buyout of an insurance brokerage. The Whiting & Partners team, led by Chris Kelly, was approached by the management team after they had a potential opportunity to acquire the insurance brokerage from the founding…

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Jodie Tarbin
24th November 2017 Autumn Budget – Property taxes

SDLT for First time buyers – The government has introduced a new relief from SDLT for first-time buyers (in England, Wales and Northern Ireland) for all transactions with an effective date on or after 22 November 2017. The relief works as follows: £300,000 or less: no SDLT payable £300,001 and £500,000: no SDLT on the…

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Jeannette Hume
7th October 2016 Preferred Exit

MBO: Self-funding £1m deal allows owners to retire. We have successfully advised the business owners of an engineering firm on its £1m buy out by the existing management team. Our team were initially approached by the business owners for exit planning advice. The owners had successfully built up an engineering business over 20 years and…

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Chris Kelly
22nd June 2016 Planning

Business Exit Planning: A case study. Three years ago, I was approached by business owners who wanted advice on exit planning. The owners had built up a successful business over 20 years and were now in their late fifties. The business is a leader in its field and operates with a high level of professionalism. The owners…

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Chris Yarrow
15th June 2016 Acquisitive Client

Business Acquisition: Whitings help client buy-out a competitor. Whiting & Partners, the CFN’s representative in Suffolk, has successfully advised a pest control business on its acquisition of a key competitor. The owners of the acquisitive pest control business approached us. The company was contacted by a competitor, who wanted to retire and wondered if they…

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Chris Kelly
7th June 2015 Exit Planning

Plant Hire Business: Sale successfully agreed. This plant hire business owner had unexpectedly taken over as managing director of this long established company five years ago, following her husband’s death. Since then she had reorganised the business and improved profitability, but had decided it was now time to retire. Whitings marketed the company for sale…

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Chris Kelly
3rd March 2015 MBO Exit for Jet-Setter

Whitings aid business sale deal for jet-setting client. The corporate finance team at Whiting & Partners, specialists in advising on the acquisition and sale of SME businesses, have recently helped their client to ‘jet off’ on the next stage of his business career. The deal was led by Chris Kelly, partner at the Suffolk-based firm.…

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Andrew Winearls
5th March 2014 MBO Succession

IT Business Sold via an MBO. The corporate finance team at Whitings, specialists in acquiring and selling SME businesses, has recently supported their IT software client to move forward with new ownership. Andrew Winearls, on behalf of the corporate finance department at the Suffolk based firm, was enlisted by the minority shareholders at the firm,…

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Jeannette Hume
7th October 2013 MBO Exit

We have successfully advised the business owners of an engineering firm on its £1m buy out by the existing management team. Our team were initially approached by the business owners for exit planning advice.

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Jason Jones
11th April 2012 Share Ownership Businesses

Selling Your Business on Retirement: There is an Alternative. You’ve spent a lifetime building up your business, the thought on retirement of selling out to your business rivals may be unpalatable and selling to you own management team may not be feasible; there is an alternative. Allowing your staff to take ownership through a phased transition…

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