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  • A Triple Track Approach

    Our team of experienced researchers can explore every avenue in our search for your ideal buyers. We work under a philosophy which places an importance on a holistic approach designed to generate a range of interest from multiple buyer types to ultimately give you options to choose your future.

  • About KBS

    Founded almost 25 years ago, KBS Corporate has established itself as a leading sales advisor by adopting an approach that is truly disrupting the traditional methodologies of company sales.

  • Additional Services
  • All-inclusive legal services

    Below is the profile of our main partners who possess a wealth of experience in advising sellers and buyers on both their sales and acquisitions.

  • Awards
  • Buyer reach

    An unparalleled buyer reach, incorporating an effective blend of big data, proprietary technology and experienced researchers.

  • Careers
  • Complementary Services

    KBS Corporate maintains long-standing, professional relationships with a carefully selected range of advisory partners, enabling us to offer a unique integrated solution to clients, bringing added value throughout the transaction.

  • Completed Sales

    We have an impressive history of achieving results for our clients. Our experienced professionals operate across most major sectors and have successfully advised on the completion of thousands of company sales. This rich history indicates our proven track record of working alongside the world’s leading acquirers and generating results for our clients.

  • Confidentiality
  • Considering acquiring?

    We work closely with a wide range of acquirers and are well placed to match excusive opportunities to each individual buyers’ requirements.

  • Contact KBS
  • Cookie Policy

    Cookies

    We use a number of different cookies on our site. If you do not know what cookies are, or how to control or delete them, then we recommend you visit http://www.aboutcookies.org for detailed guidance.

    The list below describes the cookies we use on this site and what we use them for. Currently we operate an ‘implied consent’ policy which means that we assume you are happy with this usage. If you are not happy, then you should either not use this site, or you should delete the cookies having visited the site, or you should browse the site using your browser’s anonymous usage setting (called “Incognito” in Chrome, “InPrivate” for Internet Explorer, “Private Browsing” in Firefox and Safari etc.)

    First Party Cookies

    These are cookies that are set by this website directly.

    Google Analytics: We use Google Analytics to collect information about visitor behaviour on our website. Google Analytics stores information about what pages you visit, how long you are on the site, how you got here and what you click on. This Analytics data is collected via a JavaScript tag in the pages of our site and is not tied to personally identifiable information. We therefore do not collect or store your personal information (e.g. your name or address) so this information cannot be used to identify who you are. You can find out more about Google’s position on privacy in connection with its analytics service at http://www.google.com/intl/en_uk/analytics/privacyoverview.html

    Remarketing: We may remarket your information. Remarketing is a way for us to connect with users, based upon your past interactions with the KBS Corporate website. Third-party vendors, including Google, may show KBS Corporate ads on sites on the internet. Third-party vendors, including Google, use cookies to serve ads based on a user’s prior visits to the KBS Corporate website.
    To opt out of customized Google Display Network ads visit http://www.google.com/settings/ads/onweb/.

    To find out more about how Google uses any data it collects please visit http://www.google.com/privacy_ads.html

    Any information collected is used only for remarketing purposes and will not be used by them for any other purpose.

    WordPress: Our website runs the popular WordPress CMS and cookies are used to store basic data on your interactions with WordPress, and whether you have logged into WordPress. We use session cookies to remember your log-in for you if you are a registered user and we deem these as being strictly necessary to the working of the website. If these are disabled then various functionality on the site will be broken.
    More information on session cookies and what they are used for at http://www.allaboutcookies.org/cookies/session-cookies-used-for.html

    Third Party Cookies

    These are cookies set on your machine by external websites whose services are used on this site. Cookies of this type are the sharing buttons across the site which allow visitors to share content onto social networks. Cookies are currently set by Twitter and Facebook. In order to implement these buttons, and connect them to the relevant social networks and external sites, there are scripts from domains outside of our website. You should be aware that these sites are likely to be collecting information about what you are doing all around the internet, including on this website.

    You should check the respective policies of each of these sites to see how exactly they use your information and to find out how to opt out, or delete, such information.

  • Corporate Finance

    Our Corporate Finance division is a fully Director-led boutique M&A advisory, specialising in working with a select few clients on sales valued up to £200m.

  • COVID-19 Update
  • Employee Ownership Trusts

    More and more business owners are now considering the benefits that an Employee Ownership Trust can present as a way of securing a sale of their shares at fair market value.

    An Employee Ownership Trust is where a significant and meaningful stake in the business is placed into the hands of the employees, allowing them to indirectly buy the company from its shareholders without them having to use their own funds whilst also allowing the owner to be paid market value for their shares.

    EOTs also allow the sellers to retain a stake in the business if they wish, which is a common option for business owners using employee ownership as part of their retirement planning.

    At least 51% of the shares in a company must be placed into an Employee Ownership Trust for a business to qualify as employee owned.

    HOW IS AN EOT SALE STRUCTURED?

    An EOT can be broken down into three stages:

    1. An Trustee Company is established (subject to meeting qualifying criteria) and a trustee is appointed. This becomes known as the Employee Ownership Trust.
    2. A share purchase agreement will allow the shareholders to sell their shares to the EOT following an independent valuation of the company which will determine a fair market value. The purchase price will be left outstanding through the creation of a debt owed to the shareholders by the Trustee Company.
    3. As the company trades, profits generated will be used to repay the outstanding purchase price owed to the shareholders and will be facilitated through the EOT.

    THE SHAREHOLDERS' BENEFITS

    There are many benefits to a shareholder who pursues a sale to an Employee Ownership Trust, with the transaction typically being concluded at a quicker pace and often more financially beneficial.

    The benefits for the business owner include:

    • Leadership succession can be implemented over time
    • As a returning owner, you can be paid a fair market value for your shares
    • Generous tax breaks
    • An EOT can be implemented at a pace that suits you
    • Guaranteed sale price – set at a fair market value
    • Opportunity for all directors to remain in situ post-disposal and continue to receive market-competitive remuneration packages

    THE BENEFITS TO THE COMPANY AND ITS EMPLOYEES

    An EOT places the business in the hands of people who know the business, have a strong personal commitment to its long-term success and are highly motivated by their ownership to make it thrive.

    The company benefits from ownership succession which preserves the business and its culture, a stronger performing business, a commitment to the longer term, and a more resilient and adaptable business.

    The company’s employees benefit from a clear shared purpose and collaborative way of working, more commitment and engagement due to ownership, and Income Tax-free annual bonuses.

    ARE THERE ANY TAX ADVANTAGES?

    EOTs provide a clear framework for employee ownership, as well as offering significant tax advantages.

    To obtain these tax advantages, an Employee Ownership Trust must contain a controlling interest in the company that is greater than 50%, be established for the benefit of all employees in the company, and treat all employees on an equitable basis.

    For many business owners, this creates two tax breaks: those selling their shares to an EOT may do so free of capital gains tax; and once a company is owned by an EOT, it can pay annual bonuses to its employees free of Income Tax.

    QUALIFYING CRITERIA

    There are certain criteria that must be met in order for an EOT deal to completed:

    1. The company whose shares are transferred must be a trading company/principal company of a trading group
    2. Any benefit to employees must be on the same terms for all eligible employees
    3. The trustees must always retain at least 51% of the company's shares
    4. The number of continuing shareholders must not exceed 40% of the total number of employees

    THE NEXT STEPS

    KBS Corporate's experience makes us well-placed in advising you should you consider a potential sale to an Employee Ownership Trust. Our most recent deal involving an Employee Ownership Trust saw our clients complete a £9m deal for their agricultural business. The deal granted the company's long serving employees the fantastic opportunity to participate in future wealth creation whilst also providing a financial exit for the outgoing shareholders on highly attractive tax terms as provided for through the EOT scheme.

    Our team also recently advised our clients on the £8m sale of their South Wales-based Engineering business to its employees.

    If you are interested in exploring the advantages of a sale to an Employee Ownership Trust, please get in touch with our team at sell@kbscorporate.com or call 0161 258 0118 today.

  • FAQS
  • History
  • Home
  • In review: Construction Sector

    The UK Construction market is experiencing a period of growth in terms of mergers and acquisitions (M&A), with Bureau van Dijk reporting a 25% increase in the number of completed deals within the sector between 2017 and 2019.

    UK businesses within the industry commanded over £260 billion in transaction values last year, with 10% of those companies receiving inward capital from investment acquirers, whilst the UK was also amongst most popular acquisition targets globally within the sector.

    Private Equity activity within the sector is high, with investors such as Business Growth Fund and Foresight Group each adding to their construction portfolios over the past three years, whilst interest from large trade buyers and PLCs has seen RSK Group, Springfield Properties, and CET Structures each make several key acquisitions within the sector recently.

    The outlook for the sector is positive, and we fully expect dealmaking to remain strong as we continue to retain active buyers looking for suitable acquisitions.

    UK businesses are set to benefit from the investment of Private Equity capital that is currently standing at $1.5 trillion globally and UK PLC cash reserves in excess of £850 billion.

    Our Group reported a 43% increase in the total transaction value of deals for our clients within the Construction sector in 2019 compared with 2018. This was achieved on our way to being named the UK’s most active adviser by deal volume for the third year running, completing over 20% more deals than any other buyer.

    Our 'TripleTrack' approach explores a full or partial sale by targeting trade buyers, Private Equity buyers, or for relevant businesses, an IPO. This, coupled with unparalleled buyer reach, incorporating an effective blend of big data, proprietary technology and experienced researchers to target buyers across the Globe, puts us in the prime position to explore every possible avenue to build a deal to meet each client's objectives.

    We strive to continuously enhance our services and significantly invest into quality resources in order to become even better at finding buyers and maximising opportunities for our clients. Our success of last year resulted from record levels of interest from acquirers, with an increase of almost 30% in the number of prospective buyers being sourced, resulting in an uplift of buyer meetings of 42% and, ultimately, a record number of offers secured for our clients (up 34%).

    Are you interested in exploring a sale of your company? Click here to learn more about our approach or email sell@kbscorporate.com to speak to one of our experts today.

    Sources: Bureau van Dijk, Preqin, K3 Capital Group

  • In review: Engineering Sector

    The UK Engineering market is experiencing a period of growth in terms of mergers and acquisitions (M&A), with Bureau van Dijk reporting a 25% increase in the number of completed deals within the sector between 2017 and 2019.

    UK businesses within the industry commanded over £107 billion in transaction values last year, with 12% of those companies receiving inward capital from investment acquirers, whilst the UK was also amongst most popular acquisition targets globally within the sector.

    Private Equity activity within the sector is high, with investors such as Business Growth Fund and Mercia Fund Management each adding to their engineering portfolios over the past three years, whilst interest from large trade buyers and PLCs has seen RSK Group, Patrick Parsons, and Wood Group each make several key acquisitions within the sector recently.

    The outlook for the sector is positive, and we fully expect dealmaking to remain strong as we continue to retain active buyers looking for suitable acquisitions.

    UK businesses are set to benefit from the investment of Private Equity capital that is currently standing at $1.5 trillion globally and UK PLC cash reserves in excess of £850 billion.

    Our Group completed 63% more deals within the Engineering sector in 2019 compared with 2018. This was achieved on our way to being named the UK’s most active adviser by deal volume for the third year running, completing over 20% more deals than any other buyer.

    Our 'TripleTrack' approach explores a full or partial sale by targeting trade buyers, Private Equity buyers, or for relevant businesses, an IPO. This, coupled with unparalleled buyer reach, incorporating an effective blend of big data, proprietary technology and experienced researchers to target buyers across the Globe, puts us in the prime position to explore every possible avenue to build a deal to meet each client's objectives.

    We strive to continuously enhance our services and significantly invest into quality resources in order to become even better at finding buyers and maximising opportunities for our clients. Our success of last year resulted from record levels of interest from acquirers, with an increase of almost 30% in the number of prospective buyers being sourced, resulting in an uplift of buyer meetings of 42% and, ultimately, a record number of offers secured for our clients (up 34%).

    Are you interested in exploring a sale of your company? Click here to learn more about our approach or email sell@kbscorporate.com to speak to one of our experts today.

    Sources: Bureau van Dijk, Preqin, K3 Capital Group

  • In review: I.T. & Software Sector

    The UK I.T. and Software market is experiencing a period of growth in terms of mergers and acquisitions (M&A), with Bureau van Dijk reporting a 21% increase in the number of completed deals within the sector over the past three years.

    UK businesses within the industry commanded over £635 billion in transaction values last year, with almost half of those companies receiving inward capital from investment acquirers, whilst the UK was also the third most popular acquisition target globally within the sector.

    Private Equity activity within the sector is high, with investors such as Mercia Fund Management, Maven Capital Partners, and Business Growth Fund each making significant additions of I.T. and software companies to their portfolios over the past three years, whilst interest from large trade buyers and PLCs has seen Iomart Group, Ideagen, and Civica each make several key acquisitions within the sector.

    The outlook for the sector is positive, and we fully expect dealmaking to remain strong as we continue to retain active buyers looking for suitable acquisitions.

    UK businesses are set to benefit from the investment of Private Equity capital that is currently standing at $1.5 trillion globally and UK PLC cash reserves in excess of £850 billion.

    Our Group completed 33% more deals within the I.T. and Software sector last year comapred with 2018. This was achieved on our way to being named the UK’s most active adviser by deal volume for the third year running, completing over 20% more deals than any other buyer.

    Our 'TripleTrack' approach explores a full or partial sale by targeting trade buyers, Private Equity buyers, or for relevant businesses, an IPO. This, coupled with unparalleled buyer reach, incorporating an effective blend of big data, proprietary technology and experienced researchers to target buyers across the Globe, puts us in the prime position to explore every possible avenue to build a deal to meet each client's objectives.

    We strive to continuously enhance our services and significantly invest into quality resources in order to become even better at finding buyers and maximising opportunities for our clients. Our success of last year resulted from record levels of interest from acquirers, with an increase of almost 30% in the number of prospective buyers being sourced, resulting in an uplift of buyer meetings of 42% and, ultimately, a record number of offers secured for our clients (up 34%).

    Are you interested in exploring a sale of your company? Click here to learn more about our approach or email sell@kbscorporate.com to speak to one of our experts today.

    Sources: Bureau van Dijk, Preqin, K3 Capital Group

  • In review: The Care Sector

    The UK Care market is experiencing a period of growth in terms of mergers and acquisitions (M&A), with Bureau van Dijk reporting a 12% increase in the number of completed deals within the sector over the past two years.

    UK businesses within the care industry commanded over £90 billion in transaction values last year, with one third of those companies receiving inward capital from investment acquirers, whilst the UK was also the third most popular acquisition target globally within the sector.

    Private Equity activity within the sector is high, with investors such as Business Growth Fund and NVM Private Equity each adding to their care portfolios over the past three years, whilst interest from large trade buyers and PLCs has seen Caretech, SevaCare and HC-One each make several key acquisitions within the sector recently.

    The outlook for the sector is positive, and we fully expect dealmaking to remain strong as we continue to retain active buyers looking for suitable acquisitions.

    UK businesses are set to benefit from the investment of Private Equity capital that is currently standing at $1.5 trillion globally and UK PLC cash reserves in excess of £850 billion.

    At KBS Corporate, we completed an average of one deal every 40 days within the care sector last year. This was achieved on our way to being named the UK’s most active adviser by deal volume for the third year running, completing over 20% more deals than any other buyer.

    Our 'TripleTrack' approach explores a full or partial sale by targeting trade buyers, Private Equity buyers, or for relevant businesses, an IPO. This, coupled with unparalleled buyer reach, incorporating an effective blend of big data, proprietary technology and experienced researchers to target buyers across the Globe, puts us in the prime position to explore every possible avenue to build a deal to meet each client's objectives.

    We strive to continuously enhance our services and significantly invest into quality resources in order to become even better at finding buyers and maximising opportunities for our clients. Our success of last year resulted from record levels of interest from acquirers, with an increase of almost 30% in the number of prospective buyers being sourced, resulting in an uplift of buyer meetings of 42% and, ultimately, a record number of offers secured for our clients (up 34%).

    Sources: Bureau van Dijk, Preqin, K3 Capital Group

  • In review: Waste & Recycling Sector

    The UK Waste & Recycling market is experiencing a period of growth in terms of mergers and acquisitions (M&A), with Bureau van Dijk reporting a 7% increase in the number of completed deals within the sector between 2018 and 2019.

    UK businesses within the industry commanded over £40 billion in transaction values last year, with 15% of those companies receiving inward capital from investment acquirers, whilst the UK was also amongst most popular acquisition targets globally within the sector.

    Private Equity activity within the sector is high, with investors such as Business Growth Fund and Aurelius Group each adding to their waste management portfolios over the past three years, whilst interest from large trade buyers and PLCs has seen Biffa, Marlowe, and Reconomy each make several key acquisitions within the sector recently.

    The outlook for the sector is positive, and we fully expect dealmaking to remain strong as we continue to retain active buyers looking for suitable acquisitions.

    UK businesses are set to benefit from the investment of Private Equity capital that is currently standing at $1.5 trillion globally and UK PLC cash reserves in excess of £850 billion.

    Our Group completed twice the amount of deals within the Waste & Recycling sector in 2019 comapred with 2018. This was achieved on our way to being named the UK’s most active adviser by deal volume for the third year running, completing over 20% more deals than any other buyer.

    Our 'TripleTrack' approach explores a full or partial sale by targeting trade buyers, Private Equity buyers, or for relevant businesses, an IPO. This, coupled with unparalleled buyer reach, incorporating an effective blend of big data, proprietary technology and experienced researchers to target buyers across the Globe, puts us in the prime position to explore every possible avenue to build a deal to meet each client's objectives.

    We strive to continuously enhance our services and significantly invest into quality resources in order to become even better at finding buyers and maximising opportunities for our clients. Our success of last year resulted from record levels of interest from acquirers, with an increase of almost 30% in the number of prospective buyers being sourced, resulting in an uplift of buyer meetings of 42% and, ultimately, a record number of offers secured for our clients (up 34%).

    Are you interested in exploring a sale of your company? Click here to learn more about our approach or email sell@kbscorporate.com to speak to one of our experts today.

    Sources: Bureau van Dijk, Preqin, K3 Capital Group

  • KBS Ambassadors

    Navigating through the sale of a business without expert support can be a challenging journey that produces obstacles—costing you valuable time and money. At KBS Corporate, our expert team have years of experience in successfully guiding business owners in a wide variety of sale outcomes, resulting in us becoming the UK’s no.1 business sales advisor.

  • KBS News
  • Maximising Value
  • Meet the team

    Our clients are at the forefront of our service, and everything we do is designed to ensure your expectations and objectives are met. Many of our directors and senior management have run their own businesses, and understand that it can be a very emotional, difficult time. Our intricate approach will ensure that the time, money and energy you have already invested into your business is fully realised in a company sale, regardless of your circumstance.

  • Modern Slavery and Human Trafficking statement

    This statement was last updated on 12 October 2021.

    Chief Executive Officer’s statement

    This statement is made in accordance with section 54 (1) of the Modern Slavery Act 2015 and constitutes the slavery and human trafficking statement for the financial year ending 31 May 2022. Modern slavery encompasses human trafficking and slavery, servitude and forced or compulsory labour. The statement applies to K3 Capital Group plc and its trading subsidiaries during the period under review (‘K3 Capital Group plc') including KBS Corporate. All references in this statement to policies and systems in place are relevant to K3 Capital Group plc and KBS Corporate. References to ‘K3,’ ‘the Group,’ ‘us’ ‘we’ relate to all the companies within the K3 Group.

    K3 Capital Group

    K3 Capital Group plc is the AIM-listed holding company of a leading UK specialist business advisory group established in 2007.

    K3 offers a complementary range of advisory services to companies, lenders, investors and other stakeholders, as well as individuals.

    These services include:

    • Company sales
    • Corporate Finance services
    • Business brokerage services
    • Business Transfer
    • Research & Development tax credit advisory
    • Specialist tax advice
    • Restructuring advisory: formal insolvency appointments; informal restructuring advisory; personal insolvency and pension restructuring, and insolvency advice.
    • Financial advisory: comprehensive analysis of business performance through business toolkit; independent reviews; stakeholder management and turnaround; and interim support.
    • Creditor Services: creditor representation; and liquidations.
    • Forensic accounting and expert witness: forensic investigations; intelligence; and forensic accounting.

    At the time this statement was published, the Group has 18 offices throughout the UK with over 45 senior management positions and approximately 400 other team members. The Group’s main country of operation is the UK, and the majority of its colleagues are located in the UK, primarily in professional service and supporting roles.

    The K3 Capital Group is opposed to slavery and human trafficking and is committed to preventing it from occurring within its business and supply chain.

    Maintaining our business integrity and high ethical standards is fundamental to K3’s culture and our working relationships. We are committed to ensuring that our ongoing business operations continue to be free from modern slavery or human trafficking.

    Business risk

    We endorse the transparency that the Modern Slavery Act encourages and the professional referrers we work with are subjected to due diligence processes, which obligate them to respect human rights including the elimination of modern slavery and human trafficking within their business operations and supply chains. Contractors and consultants working on site at our premises also have the right to protection against modern slavery or human trafficking as part of the Group’s Whistleblowing Policy.

    Supply chain risk

    Given the nature of the Group’s business, we have determined that our primary area of focus for the purposes of addressing the risk of slavery and human trafficking in our business lies in our supply chain.

    The supply chain includes both external suppliers and professional service advisers (i.e. lawyers, accountants) we instruct on assignments. We expect all of our suppliers and advisers to be similarly opposed to slavery and human trafficking.

    External suppliers provide the following services to the Group: cleaning and catering, hospitality, IT equipment, software, consultancy, payroll, audit, legal services, office consumables such as stationery, office fit-out and maintenance. Most of the suppliers that we deal with are firms based in the UK. We like to work closely with our suppliers and professional advisers and have long-term relationships with many, although we do not consider ourselves dependent on any. Any new supplier is subject to a due diligence on-boarding process which includes their opposition to slavery and human trafficking.

    Policies and training

    To ensure all staff are aware of and have a clear understanding of the risk of modern slavery and human trafficking within our business, we request that all Managing Directors and team members confirm they have read and understood this statement as part of the firms’ Annual Policy Declaration.

    Our Corporate Social Responsibility Policy details how we are committed to ensuring our business operations continue to be free from modern slavery or human trafficking.

    The Group’s Whistleblowing Policy’s are available for our employees, consultants and contractors to report anything in breach of this policy.

    We invest in educating all our staff. Training courses include modern slavery and human trafficking and associated risks in our business and supply chains.

    Continuous review and improvement

    The size and nature of our business has grown considerably over recent years. We will continue to review our working practices, train our colleagues and review our externals supplier and adviser relationships with regard to opposing slavery and human trafficking. We will continue to respond to Modern Slavery Act information requests from our clients.

    This statement was approved by the Board of K3 Capital Group plc on 30 April 2021.

  • Options
  • Our Approach

    Our clients are at the forefront of our service, and everything we do is designed to ensure your expectations and objectives are met. Many of our directors and senior management have run their own businesses, and understand that it can be a very emotional and stressful time. Our approach will ensure that the time, money and energy you have already invested into your business is fully realised in a company sale, regardless of your circumstance.

    Our hand-picked team of professionals work alongside a dynamic and experienced team of marketeers, researchers and negotiators, to ensure you receive the best possible service throughout the entirety of you company sale, and you can be assured that every member of our team will always operate with your best interests in mind.

  • Privacy Policy

    Privacy Policy

    This privacy policy was last updated on 24th June 2019.

    Please read the following to learn more about our privacy policy.

    KBS Corporate Sales Ltd and KBS Corporate Finance Ltd are subsidiaries of K3 Capital Group plc. This privacy policy (Policy) explains how K3 Capital Group plc and its subsidiaries’ (collectively referred to in this Policy as K3, we, us or our) collect, process and secure your personal data as well as explaining the various rights you have.

    We are each registered with the Information Commissioner's Office (ICO) with the following registration numbers: K3 Capital Group plc: ZA236839; KBS Corporate Sales Ltd: Z9151884; and KBS Corporate Finance Ltd: ZA236843. Our registration covers the uses of personal data set out below.

    At K3 we take the privacy and security of personal data very seriously. We want to ensure you are fully informed about your rights and how K3 will use your personal data. We will also detail which legal basis allows us to use the personal data that we have collected.

    Our site may, from time to time, contain links to and from the websites of third parties (for example, Twitter). If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

    We may review and update this Policy from time to time in order to ensure that it properly reflects our use of your personal data so please check regularly for any updates. The date this Policy was last updated can be found at the top of this page. We may also advise you of any amendments to this Policy by email. If you have any further questions after reading this Policy then please get in contact with us:

    Gary Edwards

    Compliance Officer

    KBS House

    5 Springfield Court

    Summerfield Road

    Bolton

    BL3 2NT.

    Contents:

    1. When do we collect your personal data?
    2. What personal data do we collect?
    3. How do we use your personal data?
    4. What is our legal basis for using your personal data?
    5. When do we share your personal data with third parties?
    6. How is your personal data protected?
    7. How long do we keep your personal data?
    8. Your Rights
    9. Complaints and queries
    10. K3's contact information

    1. When do we collect your personal data?

             We will collect and process personal data when:

    • you visit our website and fill in any of the available enquiry forms;
    • we speak to you on the telephone;
    • you engage with our services and submit contractual documents;
    • you engage with us on social media;
    • you book any kind of appointment;
    • you contact us by email with queries, complaints, etc.;
    • you create an online account with us;
    • you give a third party permission to share personal data with us that they hold about you. For example daltonsbusiness.com, www.businessesforsale.com, www.rightmove.com;
    • we collect information from publicly available sources, such as companies house;
    • information has been made public as a matter of law.

    2. What personal data do we collect?

    It is important that you understand what personal data we collect about you. We collect the following:

    • contact information (such as email address, telephone number and both business and correspondence addresses);
    • non-personal information (such as business contact information, business accounts, sector / business descriptions and registered company number);
    • details of your visits to our group websites gathered through the use of cookies in your web browser (should you consent to this). Further information is available in our Cookies Policy at  kbscorporate.com/cookie-policy;
    • details of conversations, requests for information and documents supplied to us during the course of discussions;
    • payment card information. This is not stored on our systems and is used at the point of payment only. Payment details are not obtained on a recorded telephone line and any   written information is securely destroyed upon submission of the payment; and

    3. How do we use your personal data?

    Administration and the provision of services

    • We will use your personal data to process any enquiries submitted via our website, on social media, by email, or over the telephone. We will also process your personal data when you book an appointment with us.
    • We will process your personal data for day to day business operations, such as facilitating a company sale transaction. Your personal data will be processed when you engage with our services, submit any contractual documentation, or process payments.
    • We will process your personal data during telephone conversations with us as these may be recorded for our internal training and customer service purposes.
    • We also use your personal data to enable us to contact you, respond to any queries, complaints or comments that you have and to make sure that these are appropriately dealt with.

    Marketing

    • We will use your contact information to send you marketing where you have signed up to receive marketing from us or where we are able to lawfully market to you without requiring your express consent.
    • For instance, we will send you marketing to: (1) advise you of services or an acquisition opportunity that might be relevant to you or your business; or (2) provide you with information about the potential sale value of your business, about selling your company, or any promotions and industry updates.
    • You can opt out of receiving marketing at any time by either following the instructions to unsubscribe in any of our marketing communications. It may take up to 7 days for your change in preference to take effect and the change will not affect any marketing communications which have already been scheduled to be sent to you during that time.
    • If you opt out of marketing, we will still need to send you communications by  email from time to time such as those relating to your online account (if any). Please also note that if you opt out of marketing, we will retain your contact information in a suppression list. This ensures that we do not send you marketing communications again.

    Security

    We may process your personal data to protect our business and any online account you hold from fraud. We may also monitor your web browsing history (through the use of cookies) to check for any website problems. We do this to protect the integrity of our websites and your online account. We will work to rectify any issues immediately and advise you if your account requires any maintenance.

    4. What is our legal basis for using your personal data?

    Current data protection law states that there are a number of legal reasons why a company might collect and process personal data. K3 has undertaken a full review of its policies and procedures to determine the most relevant legal basis and this section tells you what the legal basis is in relation to each of the purposes identified under Section 3 above:

    Purpose Legal basis
    Account management It is necessary for us to process your personal data in order to set up and manage your online account, together with meeting any contractual obligations that we may have in respect of the same.
    Administration and the provision of services It is in our and your legitimate interest to process your personal data for day to day business operations such as to maintain contact with you to progress a deal, processing payments, etc. It is in our legitimate interest to record telephone calls as we may need to refer to them in order to clarify the details of our conversation, deal with a complaint and for our internal training purposes to help us deliver quality services. It is a contractual necessity to process your personal data in instances where we are providing you with services, for example we cannot progress a deal without your personal data.
    Marketing   In order to make our communications relevant, it is important that we use your personal data to inform you of services which might be relevant to you. It is in our legitimate interest to contact you with tailored information, such as communications regarding company sale transactions that are relevant to your needs/interests. It is also in our legitimate interest to maintain suppression lists where you opt out of marketing so that we can ensure we comply with your request not to be marketed to in the future. Where we are unable to rely on our legitimate interests to market to you, we will obtain your prior consent.
    Security It is in our legitimate interests to process your data and account activity in order to protect our business, and any online account you may hold, from fraud. If we detect any issues, we are then able to deal with them promptly.

     5. When do we share your personal data with third parties?

    Subject to the details set out below, we will not pass on your personal data to any third party without your consent.

    We do not transfer your personal data outside of the EEA.

    In some circumstances, we need to share personal data with third parties and this includes:

    • where we are legally required to disclose the personal data. This includes sharing the personal data with tax authorities and law enforcement agencies in their legitimate interests, for the purposes of the prevention and detection of crime;
    • where we need to disclose the personal data for the purpose of or in connection with any legal proceedings, or for the purpose of obtaining legal advice, or the disclosure is otherwise necessary for the purposes of establishing, exercising or defending legal rights, where this is in our or a third party's legitimate interests;
    • disclosure is required to protect our interests, or someone else's interests (for example, to prevent fraud);
    • disclosure is necessary to protect your vital interests (for example, if you are unwell at our premises, we may need to seek medical assistance);
    • where you request details of a specific business and we need to advise our client of your interest;
    • to any prospective purchaser of our business assets or organisation.

    6. How is your personal data protected?

    K3 take the security of personal data very seriously and conduct regular reviews to ensure that the protection is adequate for the information that is stored. We have taken the following steps internally in order to ensure that our systems adequately protect your personal data:

    • we use an online business system that is password protected. It also uses SSL encryption technology;
    • K3 employees are fully trained in data protection and know their responsibilities in relation to securing your personal data;
    • our systems and infrastructure ensure that only the relevant employees have access to your personal data. Personal data that is not relevant to their role is not accessible;
    • our servers are protected with the latest firewalls and virus protection software.

    7. How long do we keep your personal data?

    As a general rule, we keep your personal data for a maximum period of three years from the point at which it is collected or obtained by us. However, where we have statutory obligations to keep personal data for a longer period or where we may need your personal data for a longer period in case of a legal claim, then the retention period may be longer.

    8. Your Rights

    You have a number of rights in respect of your personal data and this Section explains a bit more about those rights that are applicable to what we do with your personal data and when you can exercise them. If you would like more information about any of your rights, please contact us on the details set out in Section 10 below. Unless stated otherwise below, please allow us up to one month to process your request.

    Opting out from receiving marketing

    If you no longer wish to receive any marketing or communications from us, please send your request in writing to us by email or post on the contact details set out in Section 10 below.

    Please allow us up to 7 calendar days to process your request and remove you from our mailing list. We will retain your information in a separate suppression list to ensure we do not accidentally contact you for marketing purposes again.

    Accessing your personal data

    We want you to fully understand and be comfortable with how we use your personal data. You can contact us at any time to ask whether we process any personal data about you. If we do hold or use your personal data in any way, you have the right to access that personal data. All we ask is that:

    • you make your request to access in writing to the contact details below;
    • you verify your identity; and
    • you are fair and reasonable with how often you make this kind of request; otherwise we reserve the right to change an administration fee for dealing with such requests.

    Please allow us up to one month from receipt of your request in order to provide a response. However, if your request is particularly complicated, we may need to extend our response time by a further month. If we anticipate that we need this longer period, we will let you know as soon as practicable and before our original response time expires.

    Requesting more information

    We hope that you can understand that it is very difficult to cover all the possible ways in which we collect and use personal data. We have tried to be as clear and as open as we can and will continue to update this Policy as our use of personal data develops. However, if you have any questions regarding our use of your personal data, we will be happy to give you peace of mind by answering any questions or providing any additional information that we can. If you do have any specific questions, or need anything explaining, please get in touch on the contact details set out in Section 10 below.

    Additional rights

    You also have some additional rights that you may exercise as set out here. In each instance we may ask you to make your request in writing by email or post to the contact details set out in Section 10 below and provide verification of your identity.

    • You have the right to request that we rectify any inaccuracy about you that we may hold, in which case we may ask you to verify the corrected information (for example, we may ask for a recent utility bill for proof of change of address).
    • You have the right to request that we erase your personal data. Please be aware that we can only comply with such a request if:

    (a) your personal data is no longer required for the purposes it was collected for (for example, we need your personal data to respond to a communication);

    (b) the collection, storage or use of the personal data by us is prevented by law;

    (c) your personal data is not required for the purposes of establishing, exercising or defending a legal claim such as in the conduct of legal proceedings.

    • You have the right to request that we restrict or refrain from processing your personal data:

    (a) for the time it takes us to verify the accuracy of your personal data where you have disputed its accuracy;

    (b) where the collection, storage or use of the personal data by us is unlawful but you decide not to ask for erasure;

    (c) where, we no longer need your personal data but you need them for the purposes of establishing, exercising or defending a legal claim;

    (d) for the time it takes to determine whether we have an overriding legitimate ground to continue to process your personal data, where you have exercised your right to object to processing.

    • You have the right to data portability in respect of personal data we have collected from you based on consent or for the reason of entering into a contract. If you exercise this right, we will transfer a copy of the information that you have provided to us at your request.
    • You have the right to object to our use of your personal data:

    (a) where we are using your personal data based on our legitimate interests, and where we do not have compelling overriding grounds to continue to use your personal data; or

    (b) at any time, where we use your personal data to send you any type of direct marketing, in which case it will no longer be used for that purpose, but may be used for another lawful purpose.

    9. Complaints and queries

    We have high standards when it comes to collecting and using personal data. For this reason, we take any complaints we receive from you about our use of your personal data very seriously and request that you bring any issues to our attention.

    Where you are communicating with us for the purpose of making a complaint, we will only use your personal data to handle, investigate and respond to the complaint and to check on the level of service we provide. Where the complaint is about a member of our team, we may have to disclose your identity to whoever the complaint is about. You may let us know that you don't want information that identifies you to be disclosed and we will try to respect your request; however, it may not be always possible to handle a complaint on an anonymous basis.

    If you have any complaints or queries in relation to how we collect or use your personal data, please contact us using the details set out in Section 10 below.

    If you are unhappy with how we handle your complaint or query, you can also contact the Information Commissioner's Office (ICO) to make a complaint directly.  Please visit www.ico.org.uk for details.

    10. K3's contact information

    As mentioned above, if you wish to contact us to unsubscribe from receiving marketing communications from us, please email: unsubscribe@kbscorporate.com

    All other enquiries:

    Post: Compliance Officer, KBS House, 5 Springfield Court, Summerfield Road, Bolton, BL3 2NT.

    Email: privacy@kbscorporate.com; or

    Telephone: 01204 555 081 

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