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Advisory

The numbers checked, before you sign.

Buyers, investors and lenders looking at a company in Spain or the UK, who need the numbers checked before signing.

Summary of terms

Note 3.1

Fees from

From €6,500 / £5,700 per review

Timing

A report in four weeks on average

For

Buyers, investors and lenders

Led by

Thomas Ferris

Fees are fixed in writing before we start. Excl. VAT.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

Quality of earnings and normalised EBITDA

Net debt and working capital

Tax exposures in each country

Findings to negotiate the price

A short report your board can read

2

How it works.

The same steps every time, with dates you can plan around.

2

How it works.

The same steps every time, with dates you can plan around.

Scope

We agree what matters for your deal and a fixed fee.

Report

In four weeks on average you receive a short report with the findings that change the price.

4

Questions.

What clients usually ask before they start.

4

Questions.

What clients usually ask before they start.

Your numbers, in order. Every month.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid

London

38 Great Sutton Street
London EC1V 0DX

Lozano Ferris LLP is a limited liability partnership registered in England and Wales (OC000000), with its registered office at 38 Great Sutton Street, London EC1V 0DX. Its partners are members of the Institute of Chartered Accountants in England and Wales. Lozano Ferris Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FRN 000000). Lozano Ferris Asesores, S.L.P. is registered with the Registro Mercantil de Madrid and in the ROAC (S0000); its financial advice is registered with the CNMV (no. 000).

Investment risk: the value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances and may change.

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