Corporate finance guidelines

  • The Business Finance Guide

    A unique ICAEW guide that outlines the path of the finance available to businesses and main things to consider – ranging from start-ups to SMEs and growing mid-sized companies.

  • Acquiring a business

    This guideline addresses some of the key considerations associated with the process of acquiring a private business. Additional constraints apply when the acquisition of a publicly-quoted company is considered. Authors: Jonathan Boyers, Philip Abram and Steven Heath, KPMG

  • Best-Practice Guideline Secondary Buyouts

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    This guideline is intended to provide an overview of a secondary buyout transaction and market trends. Part A describes the process, structure and key features of a secondary buyout and how it differs from a primary buyout. Part B considers the tax implications in the UK for the management team involved in a secondary buyout. Authors: Chris Hale, Kathleen Russ, Hannah Manning and Sarah Carter Travers Smith LLP

  • Occupational pension schemes

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    This best-practice guideline sets out the key issues associated with occupational pension schemes in the UK in the context of corporate transactions such as mergers and acquisitions (M&A), management buy-outs (MBOs) and restructurings. It provides an overview of the UK occupational pensions environment as well as focusing on the areas that are most relevant to corporate transactions in an ongoing situation.

  • Supplement sheet of Best Practice Guideline Financial Modelling

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    Excel 2007 and 2010 shortcuts By Alistair Hynd, Baker Tilly

  • Financial Risk Management - A Corporate finance perspective

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    This guideline deals with interest rate and foreign exchange risk management from a corporate finance perspective. These risks tend to be focused on during a ‘transaction event’, whether management buyout (MBO)-type transactions, M&A, or when new assets are acquired.

  • Turnarounds May 2011

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    This guideline looks at key features,professionals, structures and approaches. Authors: Alan Tilley and David Bryan, Bryan, Mansell & Tilley LLP; Stephen Cork and Katie Moffitt, Cork Gully LLP. Author contact details are listed on pages 22 and 23 of the guideline

  • UK Equity Markets, April 2011 Issue 52

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    The UK equity markets fall into one of two categories:Recognised Investment Exchange (or RIE) and Exchange regulated market.The similarities and differences are important to the decision on which market is the most appropriate. This guidance explains. Author Kevin Denham, Partner, Baker Tilly Capital Markets

  • Private Finance Initiative

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