Corporate finance advisory services

Our experienced team of specialists deliver tailored guidance that reflects your strategic objectives and commercial priorities.

Our approach

At TWP, we combine:

  • Structured transaction processes
  • Strong investor and funding relationships
  • Flexible fee models (retainer and outcome-based or fixed packages)
  • A focus on value creation before transaction execution

In order to deliver the most effective approach, every engagement begins with a detailed assessment of your current position, growth plans and existing finance arrangements before we present clear, practical proposals.

Our structured approach combines strategic preparation, access to the right funding sources and disciplined transaction execution to optimise value.

Based in Weybridge, our corporate finance team is experienced in sourcing and negotiating the right mix of funding options, supporting acquisitions, exits, restructurings and shareholder matters.

Through established relationships with corporate finance providers and an extensive network of investors across Surrey, we are able to make effective introductions and secure opportunities that individual business owners may struggle to access alone.

Who we work with

We work with a wide range of founders, shareholders and management during transactions, including:

  • Owner-managed businesses
  • Founder-led growth companies
  • Family enterprises
  • Acquisition-driven SMEs
  • Management teams considering Management Buyouts (MBOs) or Employee Ownership Trusts (EOTs)
  • Investor-backed companies
  • Professional service and technical businesses

If you need support with your next corporate finance deal, our knowledgeable team at TWP are here to help.

Our corporate finance services

We provide a number of corporate finance services, including:

  • Due diligence
  • Cashflow management
  • Business plan advice
  • Purchase and sale negotiations
  • Pre and post-sale tax planning
  • Exit and succession planning
  • Business valuation
  • Funding advice

There are a wide range of funding solutions, many of which you have probably not even considered.

Our corporate finance specialists have contacts across Surrey within hundreds of the major providers of banking products, property or development mortgages, asset finance or factoring and invoice discounting facilities.

Our corporate finance packages

To make it easier for you to access the right corporate finance services to meet your needs we offer a number of packages.

For business exit clients

Exit planning services – A Two-phase approach

Selling a business is a strategic process, not a single event.

We deliver a structured two-phase programme designed to maximise enterprise value, improve deal certainty and protect shareholder outcomes.

Exit readiness and value building

Before approaching buyers, we prepare your business to achieve premium valuation multiples.

This includes:

  • Product or service line scalability
  • Margin and cashflow optimisation
  • Delegations and developing systems
  • Management and succession assessment
  • Strategic positioning and buyer universe mapping
  • EBITDA normalisation and earnings quality review
  • Risk identification and mitigation
  • Pre-sale tax structuring

Outcome: A sale-ready business positioned for competitive tension and stronger valuation outcomes.

Transaction execution

We manage the full disposal process from confidential buyer engagement through to completion.

Our role includes:

  • Buyer identification and discreet outreach
  • Valuation modelling and pricing strategy
  • Heads of Terms/Letter of Intent (LOI) negotiation
  • Due diligence coordination (financial, commercial, tax and legal)
  • Data room management
  • Deal structuring
  • Completion support

Outcome: A controlled, professionally managed process that protects value and reduces execution risk.

Best suited to owner-managed businesses, family enterprises and growth companies considering a structured exit within one to five years.

Looking to exit a business can be an exciting time. If you would like to learn more about our package of services, please contact our team.

For acquisitive clients

Acquisition advisory (Buy-side support)

Acquisitive growth requires disciplined screening, valuation rigour and transaction control.

We provide tiered buy-side support depending on acquisition maturity and internal capability.

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Acquire Light — Pipeline development

Ideal for companies beginning an acquisition strategy.

Includes:

  • Acquisition thesis development
  • Target criteria design
  • Market scanning and scoring
  • Confidential outreach
  • Qualified meeting generation

Designed to build deal flow and test strategic appetite with reduced risk.

Acquire Core — Full buy-side to completion

For acquisition-ready companies seeking structured execution.

Includes:

  • Valuation modelling and synergy analysis
  • Offer strategy and LOI drafting
  • Due diligence management
  • Funding coordination
  • Negotiation through signing and completion

Designed for strategic bolt-ons, platform acquisitions and growth acceleration.

If you need assistance buying a business and you feel that these packages meets your needs, our team are here to help.

Acquire Plus — Execution and integration

Includes everything in Core, plus:

  • Integration Management Office (IMO)
  • Day one readiness planning
  • 100-day integration roadmap
  • Communication planning
  • Synergy tracking and post-deal value monitoring

Best suited to buy-and-build strategies and investor-backed growth programmes.

Acquisition Services – Comparison Matrix

Features / Outputs

Acquire Light
Pipeline Development

Acquire Core
Full Buy‑Side to Completion

Acquire Plus
Execution + Integration

Who it’s for

Companies beginning an acquisition strategy

Acquisition‑ready companies seeking structured execution

Buy‑and‑build strategies & investor‑backed growth programmes

Core Objective

Build deal flow & test strategic appetite

End‑to‑end buy‑side execution

Execution + integration + value capture

Acquisition Thesis Development

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Target Criteria Design

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Market Scanning & Scoring

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Confidential Outreach

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Qualified Meeting Generation

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Valuation Modelling & Synergy Analysis

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Offer Strategy & LOI Drafting

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Due Diligence Management

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Funding Coordination

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Negotiation Through Signing & Completion

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Integration Management Office (IMO)

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Day 1 Readiness Planning

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100‑Day Integration Roadmap

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Communication Planning

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Synergy Tracking & Value Monitoring

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For capital advisory clients

Capital advisory services

The right capital structure underpins sustainable growth, which is why we advise on debt, equity and hybrid funding solutions across the UK, including:

  • Structured bank facilities
  • Asset and property finance
  • Growth capital
  • Acquisition funding
  • Refinancing and restructuring
  • Working capital optimisation

Capital Advisory Packages

Capital Essentials

For first-time funding or improving lender readiness.

Growth Finance Pack

For expansion funding, refinancing or acquisition programmes.

Capital Partner (Retained Advisory)

An outsourced capital desk for founders and finance teams requiring ongoing strategic support.

Are you looking to raise capital? If you think that one of these packages meets your needs, speak to us.

For business valuation clients

Business valuation services

We provide independent, defensible business valuations for commercial, statutory and contentious purposes.

We apply recognised income, market and asset-based methodologies with rigorous financial modelling and defensible assumptions.

Valuation Core

  • Shareholder transactions
  • Management buy-backs
  • Probate matters
  • Smaller ERS valuations

Valuation Plus

  • HMRC share schemes (EMI, growth shares)
  • Auditor-facing engagements
  • Mid-market transaction support

Valuation Complete

  • Complex capital structures
  • Preference shares
  • Sale readiness
  • Larger audit-level work

Start-Up & Scale-Up Valuations

  • EMI schemes
  • Growth shares
  • Funding rounds

Dispute & Expert Valuations

  • Shareholder disputes
  • Unfair prejudice claims
  • Divorce proceedings
  • Loss of profits

Is this package right for you? If you feel that these services meet your needs, speak to us.

Ready to get started?

Whether you are looking to buy or sell a business, raise new capital or just get an understanding of your company’s current value our experienced corporate finance team in Surrey are here to help.

To find out more about our services and packaged solutions, please speak to our team.