BACKGROUND
Holly co-founded K3 Tax Advisory in 2021 and leads in the Transactions and Corporate & Structuring teams.
Holly started her career in the Big 4 in 1991 and worked in the Corporate and International Tax groups in London and the USA. On returning to the UK in 2005, she worked in a specialist corporate finance firm for 10 years providing tax advice to SME owners, due diligence and buy-side and sell-side deal support. Holly then spent 4 years as a Tax Advisory Partner in a medium-sized accountancy firm, leading the Transactional Tax and Employer Solutions services before forming K3 Tax Advisory. Holly is a Chartered Accountant (ACA) and a Chartered Tax Adviser (CTA).
Her work focuses on advising on corporate sales and acquisitions, MBOs, group reconstructions, private equity backed corporate finance investments and sales to Employee Ownership Trusts. Holly also specializes in advising on share incentive schemes and employee share related tax issues.
Most of her work involves small- medium sized corporate groups and family companies, often in a first sale to private equity or corporate investors. Holly has over 30 years of tax experience so has an in-depth knowledge of the tax issues facing her clients during transactions and reorganisations, and a deep understanding of the wider commercial and personal aspects of such transactions. She understands the importance of these events in her client’s lives and works to achieve the best possible tax outcome for their unique circumstances. Holly is passionate about delivering an outstanding, highly responsive service with a focus on pragmatism and clear actionable advice.
SPECIALISMS
- Corporate finance transactions
- Employee Ownership Trusts
- Tax due diligence
- Tax structuring
- Employee share incentives
QUALIFICATIONS
Chartered Tax Adviser (CTA)
Chartered Accountant (ACA)
RECENT EXPERIENCE
- Numerous tax due diligence projects either as part of a wider due diligence or as stand-alone tax due diligence where the investor is undertaking their own financial diligence,
- A complex demerger of a high-street retail group followed by implementation of a share incentive scheme.
- Structuring a private equity acquisition of a large pub group.
- Advising a large professional partnership on the sale of their business to a private equity backed investor.
- A number of successful sales to EOTs.
