SUCCESSION PLANNING
We pride ourselves on taking the time to understand your personal objectives, equipped with sound advice and a tailored, insight-driven strategy.
View our guide to Successful Succession Planning >
Succession planning, M&A and corporate funding
Big corporate finance decisions shape the future of your business – and your personal wealth. Whether you’re acquiring a company, securing corporate funding, or planning your exit, the right advice at the right time can be a significant difference to the outcome.
It requires advisors who understand the market, the numbers, and the realities behind every business decision. With experience across banking and accountancy, our Corporate Finance team combines commercial insight with advice that’s grounded, practical and tailored to you.
Are you asking yourself…
- What is my business really worth today?
- How can I increase its value before selling?
- Is now the right time to exit, or should I wait?
- How do I find the right buyer and achieve the best price?
- How do I motivate and retain my management team through a transition?
If these questions are on your mind, it’s the right time to talk to us.
Planning for the next chapter
At some point, every business owner considers stepping away from the day-to-day. After years of hard work building your business, the idea of handing over the reins can feel overwhelming – and emotional too.
We support business owners through all exit routes, including third-party sales, management buyouts (MBOs) and family succession. Whether your plans are long-term or driven by changing circumstances, the transition needs to be handled with care, not just for your sake, but for your employees, customers and suppliers too.
View our guide to Successful Succession Planning >
Advice that fits your business – not a template
We firmly believe there is no ‘one-size-fits-all’ solution for SME business owners. That’s why our Corporate Finance support is tailored to your objectives, your timescales and your personal priorities.
From valuing your business and identifying buyers, to negotiating terms and completing the deal, we’re by your side throughout.
If you’re thinking about succession planning, or simply want to understand your options, an early conversation can make all the difference.
TRADE SALES
Often a complicated process, you’ll be supported along each step of your business sale, from going to market and managing negotiations and deal structures, to maximising your tax efficiency.
MBOs AND EOTs
A popular alternative to a trade sale, we’ll guide you through a Management Buyout (MBO) or Employee Ownership Trust (EOT).
MERGERS AND ACQUISITIONS
The M&A market can be tricky to navigate, we’ll take the pressure off by managing negotiations end‑to‑end – securing the right valuation, optimal deal structure, and terms that protect your strategic and financial interests.
RAISING FINANCE
From sourcing capital to structuring smart financial arrangements, we help you accelerate expansion, strengthen your balance sheet, and maximise shareholder value.
BUSINESS VALUATIONS
We’re experienced in providing thorough and accurate company valuations and forecasts to drive successful commercial and capital decisions.
17 Jul 2024
Succession Planning: Management Buyouts
TC Group’s Head of Corporate Finance, Patrick Faughnan, answers some of the most common questions we’re asked about Management Buyouts.
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Succession Planning: Management Buyouts21 Nov 2024
Succession Options Review
Our Corporate Finance team work closely with business owners to prepare and execute successful exit strategies - which starts with an Options Review.
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Succession Options Review
27 Jan 2025
Early Succession Planning
Guiding you through the pros and cons of Trade Sales, Management Buyouts and Employee Ownership Trusts.
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Early Succession Planning
Succession Planning Options Review
Our team work closely with business owners to expertly prepare and execute all types of exit strategies – which often starts with an Options Review.
An Options Review can add invaluable insight in assessing your plans based on real financial and commercial insights, ensuring your chosen exit route is right for you, your leadership team, and your employees.
To feel prepared and confident about your succession plan, speak to us about an Options Review.
Thanks to TC Group’s efficient process, our EOT transaction was successfully completed in less than two months. They ensured the EOT adhered to more favourable pre-budget requirements, and from start to finish, I simply can’t fault their support.
TC Group helped me to successfully conduct a management buy-out. They also have the knowledge to help you deal with the banks in the right way. As a result, we’ve found banks have the confidence to support our growth plans, and we’ve performed strongly.
Having the TC Group Corporate Finance team on board during the acquisition gave me confidence to make courageous decisions. They identified a company that was looking to pull out of the UK, and we’d been looking to expand into manufacturing - it was the right acquisition at the right time. Importantly, they also helped us secure the right deal.
the Corporate Finance team
Patrick Faughnan
Partner - Head of Corporate Finance
Kirsty Wilson
Corporate Finance Partner (South East and South Coast)
‘Dealmaker of the Year’ winner
Patrick Faughnan – Head of Corporate Finance at TC Group was named ‘Dealmaker of the Year’ at the Insider Media Central and East Dealmakers Awards 2025 – the highlight of the region’s Corporate Finance calendar.
This award’s one of the most coveted titles in the sector, recognising expertise, collaboration and results across the Corporate Finance community of bankers, lawyers, secondary funders, and advisors.
It was a proud night for the TC’s Corporate Finance team who were nominated in four categories, notably Matt Ritchie for ‘Emerging Dealmaker of the Year’.
Patrick’s win isn’t just a fantastic personal achievement but also testament to the strength, collaboration and expertise of the entire team. In a challenging transaction environment, their commitment to our clients and to each other truly stands out.
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14 May 2025
Case Study: Cambridge Support
"Thanks to TC Group's efficient process, our EOT transaction was successfully completed in less than two months," say Managing Partner, Phil Mashinchi, of Cambridge Support
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Case Study: Cambridge Support
28 Apr 2026
Increasing the Value of your Business
Market volatility and deal pace are changing how SME owners view risk and reward. Read our insights on value creation in today’s M&A market.
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Increasing the Value of your Business13 Apr 2026
TC BSN Advise Jactone Products on MBO
TC BSN Oldbury has successfully completed an MBO for Jactone Products, entering into its third generation of ownership.
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TC BSN Advise Jactone Products on MBO27 Mar 2026
What do business owners need to consider in 2026?
One of the most important decisions an owner will ever make is how, and when, to step back while protecting the value they have created. We've broken down the four core exit routes for owner-managed businesses, and how the changing landscape affects each.
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What do business owners need to consider in 2026?
24 Mar 2026
TC Knill James awarded Transaction Services Team of the Year
Our TC Knill James team was awarded 'Transaction Services Team of the Year' at the Insider South East Dealmakers Awards 2026.
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TC Knill James awarded Transaction Services Team of the Year22 Jan 2026
HMRC Clarifies CGT Changes for Employee Ownership Trusts
After the Autumn Budget’s reduction in CGT relief for EOTs, there has been understandable uncertainty among business owners.
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HMRC Clarifies CGT Changes for Employee Ownership Trusts
