bates weston
Our aim is to help you to reach your corporate and personal goals. Acknowledging that every business is different, we begin by developing an in depth understanding of you and your business, the industry in which you operate and the key issues you face.

We have the practical experience, specialist skills and objectivity to ensure your goals are met.

Whether you are thinking of expanding your business through merger or acquisition, buying or selling your business or planning a Management Buy Out or Management Buy In, our tailored, practical approach could determine the success of your venture.

We have completed Corporate Finance transactions for all sizes of business, across a wide range of sectors and have a particular focus on owner-managed business. These successes are dependent, in part, on our team's astute, flexible and highly professional approach.

"I am delighted with the level of service and advice from Bates Weston, whether it be day-to-day technical advice to the more complex tax planning throughout our recent MBO."
Finance Director of a manufacturing business.

To find out more about them or review our recent transactions, please click below or call 01332 365855.

Recent Transactions
Team Profiles





Our experience covers the full range of transactions, including:

Management Buy Outs
Management Buy Ins
Acquisitions
Disposals
Due Diligence
Business Valuations




A management team needs an advisor they can develop a strong relationship with, an advisor who grasps their vision of their business and can confidently help them to deliver it. We will consider:
  • The right valuation, structure and financial controls for the business
  • The deal structure and funding requirements, potential financial backers
  • The tax implications of the transaction
  • The exit route for the outgoing owners
Contact Chris Jones at chrisj@batesweston.co.uk to find out how we can help you.








A successful MBI requires a driven leader, who is willing to risk personal capital, and a business advisor who can assess the viability of the transaction, and negotiate it to a successful conclusion. We will consider:
  • The business plan
  • Sources of finance
Contact Chris Jones at chrisj@batesweston.co.uk to find out how we can help you.








We can help you to get the right business at the right price to meet your company's strategic growth objectives. We will consider:

  • Market conditions, room for organic growth?
  • Do you have a target in mind? Do you need us to identify one?
  • Do you need to buy a company outright, or would part of a company, or its trade and assets suffice?
  • What are the tax implications of the transaction?
Contact Chris Jones at chrisj@batesweston.co.uk to find out how we can help you.








We can help you to realise the full value of your business, at the best terms, within the desired timeframe. We will consider:
  • Is your business ready for sale? Could its potential value be improved by grooming the business?
  • Succession planning, will the business survive without you?
  • Do you wish to sell all or part of the business?
  • Have you considered the tax implications for you and the vendor?
Contact Chris Jones at chrisj@batesweston.co.uk to find out how we can help you.








We will report to you on the issues that matter, so that investment decisions are made on a fully informed basis. We will tailor our analysis to the key strategic issues that materially affect the transaction. We will consider:
  • Strategic fit - ability of the target to deliver strategic objectives
  • Financial - underlying historical trends, reasonableness of forecasts and projections
  • Controls - the effectiveness of the financial control system
  • IT - potential integration issues
  • HR - people issues, pre and post acquisition
  • Integration
Contact Chris Jones at chrisj@batesweston.co.uk to find out how we can help you.








A successful valuation is independent and objective. In producing a fair and considered valuation we will consider:
  • Financial performance
  • The legal structure of the company
  • Competitor activity
  • Industry changes
  • Economic variables
Contact Chris Jones at chrisj@batesweston.co.uk to find out how we can help you.


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