A business restructuring checklist before you begin.
Changing a company chart also affects billing, bank arrangements and responsibilities. Start with the business problem, then map what the transition would involve.
CORPORATE RESTRUCTURING
Assess how an ownership or entity change could affect contracts, cash flow, reporting and daily operations. Define the business objective before deciding the route.
Discuss your priorities
A structure that worked when a business started may become awkward as ownership, funding or operations change. Before changing entities or moving assets, make the problem explicit.
Are you preparing for a new investor, separating activities, planning an ownership transition or clarifying decision-making? A written objective helps distinguish a useful reorganisation from additional paperwork that leaves the underlying problem untouched.
We help organise the financial and operational questions around a proposed change. Consider working capital, contracts, borrowing, reporting, people and the cost of running the resulting structure. Legal, tax, valuation and company-secretarial requirements need the relevant professional input.
A roadmap should identify dependencies, approvals, responsible people and the order of work. Set out how customers will be billed, suppliers paid and reporting maintained during the transition. A diagram alone cannot make those processes work.
Corporate restructuring is fact-specific. This website does not provide a legal opinion, valuation, tax clearance or assurance of regulatory approval. Professional roles and any required authorisations must be confirmed for the proposed engagement.
Read the questions to answer before restructuring and start a conversation.
FREQUENTLY ASKED QUESTIONS
Find out how we work, what to expect and where to start.
View all FAQsNo. It can involve changes to ownership, entities, operating responsibilities or governance. The route depends on the commercial objective and the applicable legal and tax position.
Typically the business owners, finance and operations teams, with legal, tax, company-secretarial and valuation professionals as needed. The required participants depend on the proposed transaction.
No. Tax consequences depend on the facts and current law. Any proposed benefit must be evaluated alongside costs, approvals, business substance and implementation requirements.
LET'S TALK
Share your business or financial question and any deadline. We will discuss the scope of support you need.