The firm needed funding connected to an acquisition and a deferred consideration obligation, while protecting its normal operating cash. The £100,000 facility completed, funding the acquisition commitments without drawing down the cash the firm runs on.
01
The requirement
The firm needed funding connected to an acquisition and a deferred consideration obligation, while protecting its normal operating cash.
02
The challenge
The value of an advisory firm sits in its people, clients and future fees rather than physical assets. The lender needed to assess the acquisition itself, not a generic loan request.
03
The structure
We presented the commercial logic of the transaction, the underlying business performance and the funding requirement together, so the lender could assess the acquisition on its merits. A £100,000 acquisition facility was arranged.
04
The result
The £100,000 facility completed, funding the acquisition commitments without drawing down the cash the firm runs on.
What our clients say
Simon has raised a large level of funds for me on numerous occasions to assist me in the growth of my business through acquisition. He has never let me down when many others have, and I’m always amazed how he comes up with funding so quickly and efficiently.
Business ownerRepeat client, growth by acquisitionGoogle review
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Your business
Could this structure work for your business?
Every case is assessed on its own merits. These pages explain the finance used here and what lenders look at.
Client details are anonymised. Every case is different and past results don't guarantee future outcomes: lenders set their own criteria and all finance is subject to status.
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