Legal advisor on several accounting acquisitions

The Problem

United Advisory is a Sydney based integrated accounting, financial planning and legal services business which has completed multiple acquisition in recent years.

To ensure their interests were protected and that the deals could be completed in a timely fashion, United Advisory wanted a law firm with deep financial services and M&A experience.

The Solution

JNP Legal assisted United Advisory with the preparation of, and on another acquisition, the review of, the term sheets and the sale agreements.

Being involved at the terms sheet stage was important to ensure the parties were on the same page, especially around definitions of client revenue and being clear on what was and was not included in the deferred payment terms.

JNP Legal worked with its specialist employment and property law partners to provide United Advisory with specific advice and a seamless experience.

JNP Legal coordinated purchaser, vendor and the vendor’s lawyers, to make sure the completion items were delivered on time and that there would be no unexpected issues to hold up completion.

JNP Legal combined practical commercial advice with legal expertise to explain the terms ensured the deals were completed efficiently and effectively.

Pim John van Gestel, CEO, United Advisory

The Outcome

Each of the deals completed on time and with all the parties being clear on what was expected of them, both at the time of the deal, and moving forward. By using our experience in the industry we were able to highlight potential areas of conflict and dispute and address them head on.

Why people choose us

View more results

JNP Legal worked with us to ensure all stakeholders were aligned and that as a result our succession documents met our specific needs.

Eric Nicol, Managing Director, Quill Group Holdings

JNP Legal was able to explain the M&A process and legal documentation and ensure we focused on the important matters.

Matthew Churchill, Director, M & S Churchill

Being able to leverage JNP Advisory’s knowledge gave us the confidence to successfully negotiate a principal exit.

Glenn Harris, Director, Bishop Collins

JNP Legal worked with us to ensure that the legal documents reflected our intentions and the obligations were easy to understand and implement.

Tim Hale, Director, HTA

The JNP Advisory team were committed to delivering a result which satisfied the objectives of all stakeholders.

Tim Eustace, Founder / Principal Advisor, Mercury Private

JNP Advisory took the time to understand our needs to find a culturally aligned buyer who we could work with in the medium term.

Matthew Churchill, Principal, Penrith Veterinary Hopital

JNP Legal worked tirelessly to manage the complex, and often changing transaction, and ensure that the legal documentation married with our expected outcomes.

Michael Donoghue, Director, IP Solutions International Limited

The diversity of parties introduced by JNP Advisory ensured we selected an acquirer which was a cultural fit and aligned to our objectives.

David Bilston-McGillen, Managing Principal, Oxygen Private Clients

The JNP Advisory team worked tirelessly to deliver the right outcomes.

Michelle Brisbane, Principal, Ethical Investment Services

JNP Legal was able to provide clear and concise advice on the transaction documents to ensure that all shareholders were fully informed.

Tim Eustace, Founder / Principal Advisor, Mercury Private

The team at JNP Advisory thought outside the box to ensure the best deal could be done in difficult circumstances.

Mark O’Connor

JNP Advisory was able to help us understand the selling process and supported us with their experience and expertise in the industry at a difficult time.

Thomas Small, Executor, Deceased Estate of John Small

We were able to get the best result by leveraging JNP Advisory’s significant corporate advisory and legal experience.

David Hunt, Principal Hunt Strategic Advisors

Being able to leverage JNP Legal’s industry insights and M&A expertise allows us execute multiple transactions more efficiently.

Glenn Harris, Director, Bishop Collins