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Today Rubicon People, the dynamic South-West-based recruitment agency built over the last 20 years by Lloyd Banks & Jocelyn Browne, announced its historic transition to employee ownership through the sale of 100% of the business to an Employee Ownership Trust.

Rubicon 25pc

The founders had retained David Young of Shield to advise on future exit planning issues and he identified sale to an EOT as a perfect way forward: it allowed the founders to continue in their current management roles indefinitely, pending the development of firm successions plans over the next few years, while enabling them to crystallize (capital gains tax free) the market value of their shareholding, with the aid of a vendor loan from the EOT, to be funded in due course by the business.

For the staff, Employee Ownership will avoid the kind of post acquistion integration trauma that often follows a trade sale, will strengthen the existing strong sense of teamwork and camaraderie, and enable bonuses to be paid tax free (up to HMRC limits).

It is heart-warming to see such a strong Win/Win solution all round!

David Young was interviewed by Darryl Bates-Brownsword of Succession+ about the options for Owner Managers wanting to retire &/or sell in this tough year of the Pandemic.

One silver lining for businesses that have seen their profits plummet is that they may still offer potential buyers synergy-value and/or strategic value that can even exceed normal stand-alone value. So a trade sale may be more possible than you think!

Value Blocks 774x434

An interesting alternative is sale to an Employee Ownership Trust. The 2014 Finance Act provides that such sales are 100% CGT free and allows for tax-free bonus payments to staff. This type of deal builds better bonds between management & staff, while allowing selling Owner-Managers to remain in their current roles.  Listen to the podcast to hear other positives!

Even though it just got harder, there's nothing more important in business than building value. In Episode 450 of his "Breakthrough Success" podcast, incisive interviewer Marc Guberti ask HOW? Available on Apple Podcast, Spotify, Stitcher and on his website here:

Breakthrough Success

Shield is delighted to have advised Adam Trehane and Curtis Wingren, the co-owners of Marquee Oil Broking Ltd, on the sale of their dynamic physical fuel oil brokerage firm to global brokerage house Marex Spectron.

Marex Spectron logo 70

Space Shuttle

To get your business sale off the ground these days, you need to harness every ounce of its potential. Otherwise it won't reach the value heights you need in order to retire.

If it's not on an exciting growth trajectory, it will not attract an exciting profit-multiple. And that can spell disaster for your business sale mission.

In the fiercely contested London taxi market, a major win/win industry consolidation step was
announced today (30 March 2016). Radio Taxis, the largest London black cab business,
advised by Shield Corporate FInance, was acquired by international taxi firm GETT, which
operates in the UK, the US, Russia and Israel.

London Evening Standard

Radio Taxis sold to GETT


Shrewd acquirers often buy companies in a flat market so they can snap up bargains ­ and that puts added pressure on those selling a business, warns specialist M&A advisor Shield Corporate Finance.

Specialist M&A advisor Shield Corporate Finance is urging directors selling a business to use the summer for vital strategic planning if they are to gain the best possible price.

International M&A specialists, Shield Corporate Finance Ltd, is pleased to announce the launch of its new improved website, developed in conjunction with its renowned web marketing partner Intergage Ltd. 

The sleek new website, with richer content, improved navigation and enhanced visuals has been designed to readily guide Shield’s prospective clients to the service that they are looking for, whether they are considering selling their business now, preparing their business for sale in the future or are looking to take steps to build the value of their business.

Specialist M&A advisors Shield Corporate Finance Ltd are already warming up for a busy Q1 2011, when many business owners will be selling a business. In preparation for this busy period in M&A, Shield encourages business owners to think about value. And more importantly, how to increase it.

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