Tregloans’ offer many other Specialist Services. Contact us to find out more.

Acquisitions and Mergers

If you’re considering acquiring or merging with another business, it’s vital you know the real value of your purchase, how you will fund the acquisition, what liabilities you will be assuming and what profit you can expect to gain. We can guide you through the process by:

  • Reviewing goals and objectives
  • Providing due diligence and risk assessment services
  • Preparing a business plan, budgets and financial forecasts
  • Advising on funding options


Business Valuation

If you really want to know how your business is performing, Tregloans can generate an accurate and independent valuation report. Whether you’re looking to acquire a new business or sell a current one, a valuation can provide vital information to allow you to make a fully informed decision. Tregloans can provide you with a detailed current market valuation report before you either accept or make an offer.

We have specialized knowledge and experience with business of all sizes.

Business Plan Development for Existing Businesses

A structured business plan is not just for new businesses or start-ups. Even with all your hard work and enthusiasm, an existing business needs planning too. At Tregloans we can help with the preparation of both short and long-term business plans that identify how your business is operating now in order to move forward productively in the future.

Due Diligence

Pre-contractual negotiations require a process in which the seller is found to fulfill all contractual obligations with no hidden defaults or unknown costs. Tregloans can take care of the due diligence stage to confirm the reliability and legitimacy of any financial information that is presented so that you can conduct purchase negotiations with confidence.

Estate Planning

When the time comes, you want to be sure that your assets are dealt with according to your wishes. Tregloans can help make this happen by formulating and implementing a succession plan for your assets by:

  • Designing a solution that meets your specific needs
  • Managing the various document requirements and matters of compliance
  • Verifying estate valuation and ownership of assets


Selling a Business

When you’re selling a business you want to benefit from the full value based on clear knowledge of the market and presenting a strong financial basis for negotiations with potential buyers. With an experienced team who have advised on various transactions  Tregloans can assist by delivering the financial data you need to achieve the best possible result and can assist with the preparation of documents required to effect a business sale in the most efficient manner.

Succession Planning

Proper business continuation and succession planning can help prevent businesses from being frozen or discontinued. Whether the continuity of your business will be retained within a family or through sale, succession planning helps to avoid conflict amongst key stakeholders, including family members, heirs and surviving owners. Tregloans can help ensure the long-term success of your business through a well-planned succession plan that covers all aspects of the succession process.

Luciana Larkin
Luciana Larkin