Case Studies

Case Study: Family Law-business valuation

Wise Owl acted here for a wife, whose husband owned a 33% shareholding in his family manufacturing business. His accountants had valued his shareholding at Nil.

Case Study: Business Disposal

Wise Owl was appointed to assist in the sale of a Testing and Inspection business. The founder and majority shareholder was approaching retirement age with no succession or exit plan in place.

Case Study: Debt Restructuring-Individual

Client was a Medium Net Worth individual who had incurred matching debt to fund an investment of €250,000 in a wealth fund, which had reduced to approx. 30% of original value .

 Case Study: Debt Restructuring-Partnership

Wise Owl’s client was an accountancy firm whose clients were an investment partnership of 15 individuals with partnership debt of €3m- jointly and severally guaranteed.