Case study - Entrepreneur Estate Acquisition


Situation

Our client, an experienced estate agent with two silent partners, sought to purchase an established estate agency business and required comprehensive guidance and support.

Approach and activities

The team provided extensive support at every stage. A holistic approach was adopted to address both personal and corporate tax aspects.

The services provided included the formation of a new holding company and guidance on the company purchase structure. We conducted due diligence for the business acquisition and ensured annual compliance for financial statements and corporation tax.

Additionally, we performed an annual ‘client money ‘audit for professional registration and managed personal tax compliance for the majority shareholder. We also assisted with the employment of staff in the UK, including designing remuneration packages and handling sponsorship.

We offered ad-hoc tax advice, including personal tax planning for shareholders and staff remuneration, and provided advice on potential exit strategies, including restructuring for a potential sale.

Outcomes and benefits

By entrusting Crowe UK with compliance and advisory matters, the client was able to focus on growing the business, resulting in a long-standing relationship of over 15 years.