Owner-Managed Transactions Are Harder, Not Easier
The firm acts on the sale and purchase of owner-managed and SME businesses — a trade sale, a management buyout, a sale to family, an acquisition by a competitor. That segment is frequently assumed to be a simpler version of a large corporate deal. It is usually the opposite. The business and the owner are entangled: assets held personally, an overdraft guaranteed personally, a lease in an individual name, a domain registered to someone’s private email. The accounts were prepared for tax rather than for sale. Key contracts are informal, unwritten, or written twenty years ago and never revisited. And on a large deal there are advisers on every side and a process to hold it together, whereas an SME sale often has one accountant, one solicitor and a buyer in a hurry. That is precisely why the preparation work earns more than the drafting does, and why the most useful conversation happens before a buyer is in the room rather than after heads of terms have been signed.
Two Problems, Not One — and Two Lines the Firm Will Not Cross
A large share of Irish business sales are retirement exits, and those clients have two problems. The deal itself, and what happens to the proceeds. Selling converts an illiquid business into a substantial liquid asset, and a will drafted when the main asset was a trading company frequently makes no sense once that company is gone and the money is in an account — provision for a spouse, for children who worked in the business and children who did not, and the structuring questions that belong with an accountant before the deal is agreed. Richard O’Shea is a TEP of the Society of Trust and Estate Practitioners and the firm runs a substantial estates practice through probatesolicitordublin.ie, so those questions are raised at the right moment rather than in a separate conversation two years later. As to the two lines: this firm does not advise on tax and does not value businesses. Structure is tax-driven and belongs with your accountant and Revenue before heads of terms; valuation belongs with accountants and corporate finance advisers. Nothing here states a rate, a relief or a multiple — and the firm will decline to draft around a structure nobody has checked.
Thinking About Selling, or Looking at a Business?
The most valuable conversation happens before heads of terms - structure, readiness, and what the other side will ask for. Conflicts are checked first, so name every party and entity in your first email.
Call 01 5827148