MHA invites you to join us for a one-hour webinar examining the financial and legal forces shaping the care home sector.
The session will open with insight into the current economic climate, before moving on to tax and VAT developments affecting operators. We will then explore the realities of mergers and acquisitions, covering deal flow, due diligence, structuring, and risk mitigation. The webinar will conclude with reflections from our panel and a live Q&A, giving attendees the chance to put questions directly to our experts.
What the session will include:
We will begin with an overview of market trends and economic conditions, followed by insights into how Employee Ownership Trusts (EOTs) can support succession planning and workforce engagement. You will hear updates on tax and VAT developments affecting care home operators, and gain practical guidance on navigating mergers and acquisitions, from deal structuring to risk mitigation. The session will conclude with a live Q&A.
Agenda:
- Welcome and introduction
- Economic overview
- Employee Ownership Trusts – succession planning and staff retention
- Tax and VAT update
- Mergers & acquisitions: deal flow, due diligence, and structuring
- Panel reflections and live Q&A
Who should attend:
Care home owners, operators, and senior decision-makers looking to understand the financial and legal direction of the sector, explore succession planning options, and stay up to date with tax, VAT, and M&A developments.
Reserve your place
Click here to registerSpeakers/Participants
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Partner
Ian Jacobs PartnerIan Jacobs is a Partner at MHA, bringing almost 40 years of experience helping owner-managed businesses achieve both their personal and business goals
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Glyn Edwards VAT and Indirect Tax Director
Glyn is a VAT Director based at our Leicester and Birmingham offices, with a VAT career that began in 1989 at H.M. Customs and Excise
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Sarah Moore Partner, Freeths LLP
Sarah is a highly regarded lawyer in the healthcare space, with over 15 years’ experience in the sector and having dealt with a number of the highest value M&A transactions over the last decade and her expertise covers M&A, banking and restructuring work. Sarah acts for many of the UK’s largest and most highly regarded care sector operators, developers and funders. Sarah has unrivalled experience and expertise in relation to corporate acquisitions and disposals, debt funding, real estate finance and development funding and is regularly instructed on complex tax-effective group reorganisations, s110 demergers and capital reduction demergers.
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Partner
Steven Tebbutt Partner
Steven's main focus is helping people with Employee Ownership Trusts (EOTs), equity plans, and Owner Managed Business issues like mergers & demergers, acquisitions & MBOs, exit & remuneration planning.
