Contractor Payment Solutions

Services to Umbrella and Contractor Accounting Businesses

If you are looking to sell or acquire an Umbrella or Contractor Accounting business you need to talk to experts who understand this niche.

We provide assistance in both sourcing and assessing transaction options for both buyers and sellers, acting as independent advisers and providing corporate strategies to maximise value.

This service is led by Adrian Learer FCA, who has over 20 years’ experience of this sector, having founded and built plan.it Services before selling it to JSA. As a Chartered Accountant of over 30 years standing Adrian has been involved in the purchase and sale of many businesses, including several of his own. He is a recognised technical expert in the Contractor marketplace being the innovator of new products, a founder of AEMC, the first Umbrella trade association, and was formerly a prominent member of FCSA, the Freelancer & Contractor Services Association. He has also over the years been directly involved in various industry related tax consultations with HM Treasury.

Adrian’s sector specialism and knowledge of the industry, working alongside Philip who has advised on transactions in this market, make Optima the natural choice for Umbrella and Contractor Accounting businesses looking to appoint an advisor.

We advise in the following areas:

Management Buyouts

Acquisitions

Business Disposals

Restructuring

Business Valuations

Raising Finance

Testimonial

“My partners and I first retained Optima to assist one of our businesses Gabem to explore a range of acquisition opportunities in the umbrella services market, which resulted in us making an acquisition which Optima found as a result of their deal origination process. Following a legislative change, we decided to dispose of Gabem and we again instructed Optima to advise us on this process. We completed a successful sale to a large acquirer during a period of change in the market – Optima certainly added value to this process.

I have thoroughly enjoyed working with Optima. They are hugely professional, have an excellent acquisition methodology and have been true ambassadors for our businesses as they have represented them in both buying and selling scenarios. The advice we have received has been first rate and ultimately every transaction has been successful, which is an appropriate testament to the negotiating and deal-making skills Optima have brought to the table.”