Shaping the Future

A family owned leisure-based business had operated successfully for over 25 years. The father and founder was keen to identify a retirement strategy, but the family was still bullish about future potential, and had no desire to sell.

The company operated out of 12 premises, including a number of freehold properties. Jeffreys Henry restructured the business and placed the freeholds into a standalone vehicle for the father to retain as an income generator.

The business then continued in the same premises on a leasehold arrangement, and was reversed into an AIM-listed shell company. The newly acquired shareholder base provided significant extra funds along with some institutional money and bank debt, enabling expansion though acquisition. A year later the company had trebled in value.