Case No: 1689 of 2001

Neutral Citation Number: [2003] EWHC 2843 (Ch)

IN THE HIGH COURT OF JUSTICE

CHANCERY DIVISION

Royal Courts of Justice

Strand, London, WC2A 2LL

Date: 26th November 2003

Before :

THE HONOURABLE MR JUSTICE LEWISON

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Between :

 

THE SECRETARY OF STATE FOR TRADE AND INDUSTRY

Claimant

 

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  1. MARK GOLDBERG
  2. JAMES FLANNAGAN MCAVOY

Defendants

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Mr G Newey QC & Mr. A Westwood (instructed by Howes Percival) for the Claimant

Mr Mark Goldberg appeared in person

Mr P Downes & Miss K Lee (instructed by McClure Naismith) for the Second Defendant

Hearing dates : October 7th,8th,9th,13th,14th,15th,16th,17th,20th,21st,22nd,23rd,24th,27th28th

November 3rd,4th,5th,6th,7th, 2003

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Approved Judgment

I direct that pursuant to CPR PD 39A para 6.1 no official shorthand note shall be taken of this Judgment and that copies of this version as handed down may be treated as authentic.

 

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Mr. Justice Lewison

Mr Justice Lewison :

Introduction

  1. Until the end of the 1997/98 football season Crystal Palace FC ("Crystal Palace") played in the Premier League. However, it was heading for relegation. At the end of the season the club was relegated to Nationwide Division One. On 4 June 1998 Mr Mark Goldberg, through the vehicle of Allowclear Ltd, acquired control of the club, which was then being operated through Crystal Palace FC (1986) Ltd ("CPFC"). He had just realised some £25 million from the sale of shares, and spent most of it in buying CPFC. The acquisition proved to be a disaster.
  2. Relegation from the Premier League has serious consequences for a football club. Its gate receipts are likely to fall, both because fewer people will watch a First Division, rather than a Premiership match, and because the price that can be charged for a ticket is lower. In addition a relegated club is likely to lose a very substantial amount of income from television and sponsorship deals. The financial gulf between a Premiership club and a First Division club is well known, and for that reason the Premier League makes "parachute payments" to newly relegated clubs. However, although income drops, expenses do not. Unless players are sold, they will continue to be entitled to their wages at a Premiership level. CPFC did not survive the club’s relegation and it went into administration on 31 March 1999. The deficiency as regards creditors exceeded £30 million. Its business has subsequently been sold for £11 million.
  3. A number of other companies, of which Mr Goldberg was also a director, became insolvent at about the same time, and Mr Goldberg himself was adjudicated bankrupt in December 1999.
  4. Mr Goldberg was a director of CPFC between 1 August 1997 and 11 August 1999. Mr Jim McAvoy was a director of CPFC between 4 June 1998 and 2 March 1999, although he ceased to play an active part in the affairs of the company in January 1999.
  5. The Secretary of State alleges that, primarily as a result of their stewardship of CPFC, both Mr Goldberg and Mr McAvoy are unfit to be concerned in the management of a company. In relation to Mr McAvoy she also makes allegations in relation to Allowclear, and MG Investments Ltd (MGI"). She further alleges that accounts and annual returns relating to a number of companies of which Mr McAvoy is a director have not been filed on time, and in some cases not filed at all.
  6. Mr Newey QC and Mr Westwood appeared on behalf of the Secretary of State. Mr Downes and Ms Lee appeared on behalf of Mr McAvoy. I wish to record my thanks to counsel for expertly guiding me through the murky waters of both the law and the facts, and for patiently answering what must have seemed, at times, tiresome and naïve questions. Both sides of the argument were presented to the highest standard. Mr Goldberg appeared in person, although he did have some legal assistance. On the second day of the hearing, towards the end of Mr Newey’s opening, the Secretary of State accepted a disqualification undertaking from Mr Goldberg under section 1A of the Company Directors Disqualification Act 1986 ("the Act") which disposed of the case against him. The case thereafter proceeded against Mr McAvoy alone.
  7. I shall describe the football team as "Crystal Palace", and the company as CPFC.
  8. The legal framework

  9. Under section 6 of the Act, the court must make a disqualification order against a person in any case where, on an application, it is satisfied—

      1. that he is or has been a director of a company which has at any time become insolvent (whether while he was a director or subsequently), and
      2. that his conduct as a director of that company (either taken alone or taken together with his conduct as a director of any other company or companies) makes him unfit to be concerned in the management of a company.

  1. It is not in dispute that the first of these conditions is satisfied. There is a dispute about the extent to which Mr McAvoy had executive responsibility for CPFC’s affairs. However, this does not go to the satisfaction of the first condition, although it may well have a bearing on the second. The Secretary of State has made it clear that her case against Mr McAvoy is not based on the allegation that he occupied the position of Chief Executive. It is based on his position as director. Mr Downes argues that this precludes the Secretary of State from asserting that Mr McAvoy has failed to discharge any special duties over and above those imposed upon him in his capacity as a director and member of the board. He may be right but I do not think that the Secretary of State does allege that Mr McAvoy had special duties.
  2. Section 9 of the Act says that where a court has to determine whether a person’s conduct as a director of any particular company or companies makes him unfit to be concerned in the management of a company, it must, as respects his conduct as a director of that company or, as the case may be, each of those companies, have regard in particular—

      1. to the matters mentioned in Part I of Schedule 1 to the Act, and
      2. where the company has become insolvent, to the matters mentioned in Part II of that Schedule.

  1. The requirement that the court must have regard "in particular" to the matters listed in the schedule means that the court is not confined to looking at those matters: Re Bath Glass Ltd [1988] BCLC 329; Secretary of State for Trade and Industry v. Reynard [2002] 2 BCLC 625. However, I accept Mr Downes’ submission that the words "in particular" mean that the court should give greater weight to those matters that are expressly mentioned in the Schedule, as opposed to those that are not.
  2. The relevant matters laid down in the Schedule to the Act include the following:
    1. Any misfeasance or breach of any fiduciary or other duty by the director in relation to the company
    2. Any misapplication or retention by the director of, or any conduct by the director giving rise to an obligation to account for, any money or other property of the company
    3. The extent of the director’s responsibility for any failure by the company to comply with any of the following provisions of the Companies Act, namely section 221 (companies to keep accounting records); section 222 (where and for how long records to be kept) and section 363 (duty of company to make annual returns);
    4. The extent of the director’s responsibility for the causes of the company becoming insolvent.

  3. In Re Sevenoaks Stationers (Retail) Ltd [1991] Ch. 164 Dillon L.J. said at 176:
  4. "The test laid down in section 6 - apart from the requirement that the person concerned is or has been a director of a company which has become insolvent - is whether the person's conduct as a director of the company or companies in question "makes him unfit to be concerned in the management of a company." These are ordinary words of the English language and they should be simple to apply in most cases. It is important to hold to those words in each case.

    The judges of the Chancery Division have, understandably, attempted in certain cases to give guidance as to what does or does not make a person unfit to be concerned in the management of a company. Thus in In re Lo-Line Electric Motors Ltd. [1988] Ch. 477, 486, Sir Nicolas Browne-Wilkinson V.-C. said:

    "Ordinary commercial misjudgment is in itself not sufficient to justify disqualification. In the normal case, the conduct complained of must display a lack of commercial probity, although I have no doubt in an extreme case of gross negligence or total incompetence disqualification could be appropriate."

    Then, at p. 492, he said that the director in question:

    "has been shown to have behaved in a commercially culpable manner in trading through limited companies when he knew them to be insolvent and in using the unpaid Crown debts to finance such trading."

    Such statements may be helpful in identifying particular circumstances in which a person would clearly be unfit. But there seems to have been a tendency, which I deplore, on the part of the Bar, and possibly also on the part of the official receiver's department, to treat the statements as judicial paraphrases of the words of the statute, which fall to be construed as a matter of law in lieu of the words of the statute. The result is to obscure that the true question to be tried is a question of fact - what used to be pejoratively described in the Chancery Division as "a jury question."

     

  5. A less pejorative description of the question is that it is a "value judgment": see Re Grayan Building Services Ltd [1995] Ch. 241 at 255D. That case also shows that to describe the question as simply one of fact may be an over-simplification. It is a question of mixed law and fact, namely the application of the standard laid down by the courts as conduct appropriate to a person fit to be a director (law) to the facts of the case (fact). In his judgment in that case, Henry L.J. said:
  6. "The concept of limited liability and the sophistication of our corporate law offers great privileges and great opportunities for those who wish to trade under that regime. But the corporate environment carries with it the discipline that those who avail themselves of those privileges must accept the standards laid down and abide by the regulatory rules and disciplines in place to protect creditors and shareholders. And, while some significant corporate failures will occur despite the directors exercising best managerial practice, in many, too many, cases there have been serious breaches of those rules and disciplines, in situations where the observance of them would or at least might have prevented or reduced the scale of the failure and consequent loss to creditors and investors."

     

  7. As Peter Gibson J put it in Re Bath Glass Ltd [1988] BCLC 329, 333:
  8. "To reach a finding of unfitness the court must be satisfied that the director has been guilty of a serious failure or serious failures, whether deliberately or through incompetence, to perform those duties of directors which are attendant on the privilege of trading through companies with limited liability. Any misconduct of a director qua director may be relevant, even though it does not fall within a specific section of the Companies Act or the Insolvency Act."

     

  9. Mr Downes submitted that the question whether a person is fit or unfit to be a director should be considered under three broad heads:

      1. Competence;
      2. Discipline and
      3. Honesty.

  1. If a person is competent, disciplined and honest, Mr Downes says, he cannot be said to be unfit to be a director. It is fair to say, as Mr Downes acknowledged, that this three-fold analysis has not hitherto appeared in the voluminous jurisprudence on directors’ disqualification. But he submitted that this conceptual framework is at least consistent with authority, with one possible exception.
  2. Competence. The general standard of competence that the law requires of a director was described by Lindley MR in Lagunas Nitrate Co v. Lagunas Syndicate [1899] 2 Ch. 392 as follows:
  3. "As directors, I am not aware that there is any difference between their legal and their equitable duties. If directors act within their powers, if they act with such care as is reasonably to be expected from them, having regard to their knowledge and experience, and if they act honestly for the benefit of the company they represent, they discharge both their equitable as well as their legal duty to the company. In this case they clearly acted within their powers: they did nothing ultra vires: fraud is not imputed. The inquiry, therefore, is reduced to want of care and bona fides with a view to the interests of the nitrate company. The amount of care to be taken is difficult to define; but it is plain that directors are not liable for all the mistakes they may make, although if they had taken more care they might have avoided them: see Overend, Gurney & Co. v. Gibb. Their negligence must be not the omission to take all possible care; it must be much more blameable than that: it must be in a business sense culpable or gross. I do not know how better to describe it."

     

  4. In Re D’Jan of London Ltd [1994] 1 BCLC Hoffmann LJ said:
  5. "In my view, the duty of care owed by a director at common law is accurately stated in s 214(4) of the Insolvency Act 1986. It is the conduct of –

    ‘a reasonably diligent person having both – (a) the general knowledge, skill and experience that may reasonably be expected of a person carrying out the same functions as are carried out by that director in relation to the company, and (b) the general knowledge, skill and experience that that director has.’"

     

  6. This, I think, is the modern formulation of a director’s duty of skill and care. I do not, however, consider that the reference to "general knowledge" excludes a duty to bring to the attention of the company (acting by its board of directors) knowledge possessed by an individual director of particular facts that are relevant to a decision that the board is called upon to make.
  7. Incompetence in "a marked degree" is enough to render a person unfit: Re Sevenoaks Stationers Ltd [1991] Ch. 164 at 184. Mr Downes accepts that a person who is not competent to discharge the duties of a director is unfit. But he emphasises the word "duties". He says that a director cannot be castigated as incompetent unless he is in breach of some legal duty to the company. If a director fulfils all his legal duties to the company he is, by definition, competent.
  8. The cases give guidance on the sort of conduct which the courts will regard as amounting to unfitness. Allowing a company to trade while insolvent, even if not amounting to wrongful trading under section 214 of the Insolvency Act 1986, may yet amount to unfitness: Re Bath Glass Ltd [1988] BCLC 329. The courts regard this as in effect trading with creditors’ money: Re Living Images Ltd [1986] 1 BCLC 348. In Secretary of State for Trade and Industry v. McTighe (No 2) [1996] 2 BCLC 477 the Court of Appeal accepted the Secretary of State’s submission that it was misconduct to pursue:
  9. "the policy of not paying the debts of creditors who are not pressing when it is known that the company has insufficient reserves enabling it to trade except at the risk of such creditors."

     

  10. Both limbs of this submission are important. As Sir Martin Nourse put it in Secretary of State for Trade and Industry v. Creegan [2002] 1 BCLC 99:
  11. "It is well established on the authorities that causing a company to trade, first, while it is insolvent and, secondly, without a reasonable prospect of meeting creditors’ claims is likely to constitute incompetence of sufficient seriousness to ground a disqualification order. But it is important to emphasise that it will usually be necessary for both elements of that test to be satisfied. In general, it is not enough for the company to have been insolvent and for the director to have known it. It must also be shown that he knew or ought to have known that there was no reasonable prospect of meeting creditors’ claims."

     

  12. In Secretary of State for Trade and Industry v. Gash [1997] 1 BCLC 341 Chadwick J said:
  13. "The companies legislation does not impose on directors a statutory duty to ensure that their company does not trade while insolvent; nor does that legislation impose an obligation to ensure that the company does not trade at a loss. Those propositions need only to be stated to be recognised as self-evident. Directors may properly take the view that it is in the interests of the company and of its creditors that, although insolvent, the company should continue to trade out of its difficulties. They may properly take the view that it is in the interests of the company and its creditors that some loss-making trade should be accepted in anticipation of future profitability."

     

  14. Mr Downes explains this line of cases by pointing out that the thread that runs through them all is the insolvency of the company while continuing to trade. He says that once a company becomes insolvent, there is a sea change in the nature of a director’s duties to the company. While it is solvent, his duties are owed to the general body of shareholders. But once it becomes insolvent, the interests of the shareholders are replaced by those of the company’s creditors: see West Mercia Safetywear Ltd v. Dodds [1988] BCLC 250. Statements to the effect that a director owes duties to the company’s creditors may also be found in Winkworth v. Edward Baron Development Co Ltd [1986] 1 W.L.R. 1512 and Facia Footwear Ltd v. Hinchliffe [1998] BCLC 218. Thus, Mr Downes says, a director’s duties preclude him, once the company has become insolvent, from unfairly preferring one creditor to another. Although there is no statutory duty not to trade while insolvent, he says that these cases are properly viewed as ones in which the court found that there had been a breach of the director’s duties. Even if the duties in question are duties to the company’s creditors rather than to the company itself, nevertheless they are legal or equitable duties that have been broken. However, in Re Pantone 485 Ltd [2002] 1 BCLC 266 Mr Field QC, sitting as a judge of the Chancery Division, held that it is not a breach of duty if directors of an insolvent company act consistently with the interest of the creditors generally, but inconsistently with the interests of a particular creditor or section of creditors. Mr Downes’ explanation of the cases that are founded on the preference of one creditor to another is therefore contrary to authority.
  15. In Re Barings plc (No. 5) [1999] 1 BCLC 433 Jonathan Parker J considered the position of three senior directors of Barings in the wake of the debacle brought about by Nick Leeson’s unauthorised trading. He emphasised that no imputation was made on the honesty or integrity of any of the directors concerned. The Secretary of State’s case was based on incompetence alone. In Section III of his judgment he set out the law. Paragraph A7 emphasised that the Secretary of State’s case was based solely on allegations of incompetence. What he said subsequently must be read in that context. In paragraph A12 he said:
  16. "Although in considering the question of unfitness the court must have regard (among other things) to ‘any misfeasance or breach of any fiduciary or other duty’ by the respondent in relation to the company (see para A3, above), it is not in my judgment a prerequisite of a finding of unfitness that the respondent should have been guilty of misfeasance or breach of duty in relation to the company. Unfitness may, in my judgment, be demonstrated by conduct which does not involve a breach of any statutory or common law duty: for example, trading at the risk of creditors may found a finding of unfitness even though it might not amount to wrongful trading under s.214 of the Insolvency Act 1986. Nor, in my judgment, will it necessarily be an answer to a charge of unfitness founded on allegations of incompetence that the errors which the respondent made can be characterised as errors of judgment rather than as negligent mistakes. It is, I think, possible to envisage a case where a respondent has shown himself so completely lacking in judgment as to justify a finding of unfitness, notwithstanding that he has not been guilty of misfeasance or breach of duty. Conversely, in my judgment, the fact that a respondent may have been guilty of misfeasance or breach of duty does not necessarily mean that he is unfit. As Sch 1 makes clear, there are a number of matters to which the court is required to have regard in considering the question of unfitness, in addition to misfeasance and breach of duty."

     

  17. Mr Downes submits that, for the reasons I have outlined in paragraph [25] above, Jonathan Parker J was wrong to give the example of trading at the risk of creditors as an example of unfitness without breach of duty. When the case reached the Court of Appeal [2001] 1 BCLC 523 that court approved Jonathan Parker J’s statement of the law. They said specifically:
  18. "Fifthly a finding of breach of duty is neither necessary nor of itself sufficient for a finding of unfitness (at 486). As the judge observed a person may be unfit even though no breach of duty is proved against him or may remain fit notwithstanding the proof of various breaches of duty."

     

  19. Since the allegations of unfitness in that case were based solely on allegations of incompetence, it must follow that unfitness by reason of incompetence may be established even without proof of a breach of duty. This authority is, in my judgment, inconsistent with Mr Downes’ submission and binds me.
  20. Central to the concept of limited liability is the concept that a company has a separate legal personality. A company retains its separate legal personality even if it is a member of a group of companies. Every director of a company, whether executive or non-executive, owes fiduciary duties to that company. Respect for the separate legal personality of each company, and recognition of a director’s duty to exercise his powers in the best interests of the particular company of which he is a director are essential attributes of fitness to be concerned in the management of a company. These duties are personal and inescapable: Re Westmid Packing Services Ltd [1998] 2 All E.R. 124. Mr Downes accepted, I think, that a failure to understand or respect these fundamental principles could lead to the conclusion that a person was not competent to be a director.
  21. As Millett L.J. explained in Bristol and West Building Society v. Mothew [1998] Ch 1:
  22. "The distinguishing obligation of a fiduciary is the obligation of loyalty. The principal is entitled to the single-minded loyalty of his fiduciary. This core liability has several facets. A fiduciary must act in good faith; he must not make a profit out of his trust; he must not place himself in a position where his duty and his interest may conflict; he may not act for his own benefit or the benefit of a third person without the informed consent of his principal."

     

  23. Discipline. Engrafted onto the general duties are the specific duties imposed on directors by statute. The statutory requirements to make and retain adequate financial records arise under sections 221 and 222 of the Companies Act 1985. Section 221 (2) prescribes the contents of the accounting records. They must contain entries from day to day of all sums of money received and expended by the company, and the matters in respect of which the receipt and expenditure takes place. They must also contain a record of the assets and liabilities of the company. The importance of these records is twofold. Chadwick J described the two purposes in Secretary of State for Trade and Industry v. Arif [1997] 1 BCLC 34 as follows:
  24. "Section 221 of the 1985 Act has, at the least, two purposes. First, to ensure that those who are concerned in the direction and management of companies which trade with the privilege of limited liability, do maintain sufficient accounting records to enable them to know what the position of the company is from time to time. Without that information, they cannot act responsibly in making decisions whether to continue trading. But equally important is a second purpose. If the company fails, a licensed insolvency practitioner will become office holder; as liquidator or as administrator or as administrative receiver. The office holder requires information as to the company's trading and transactions which is sufficient to enable him to identify and recover or exploit the company's assets. His task is made extremely difficult, if not impossible, if the company has failed to comply with its obligations under s 221 of the 1985 Act."

     

  25. Section 382 of the Companies Act 1985 requires a company to maintain books of minutes recording all business transacted at meetings of the company’s members, directors and managers. This is supplemented by Reg 100 of Table A which places the duty to cause minutes to be made on the directors of a company. The minutes are also required to record the names of the directors present at such meetings.
  26. Section 226 of the Companies Act 1985 requires the directors to prepare a balance sheet and profit and loss account for each financial year. Section 234 requires them to prepare a report for each financial year. Section 242 requires the directors to deliver to the registrar of companies a copy of the company’s annual accounts together with a copy of the directors’ report and the auditors’ report on the accounts. Failure to comply with obligations as regards the filing of accounts and returns may also amount to unfitness. Nicholls V-C observed in Secretary of State for Trade and Industry v. Ettinger [1993] BCLC 896:
  27. "Those who take advantage of limited liability must conduct their companies with due regard to the ordinary standards of commercial morality. They must also be punctilious in observing the safeguards laid down by Parliament for the benefit of others who have dealings with their companies. They must maintain proper books of account and prepare annual accounts; they must file their accounts and returns promptly; and they must fully and frankly disclose information about deficiencies in accordance with the statutory provisions. Isolated lapses in filing documents are one thing and may be excusable. Not so persistent lapses which show overall a blatant disregard for this important aspect of accountability. Such lapses are serious and cannot be condoned even though, and it is right to have this firmly in mind, they need not involve any dishonest intent.

    The seriousness with which such conduct is to be viewed is shown by the provisions of the Disqualification Act itself. The extent to which a director is responsible for any failure to comply with the statutory provisions regarding accounting records and the preparation of annual accounts is one of the matters to which the court is required to have regard in determining unfitness to be concerned in the management of a company. Those who persistently fail to discharge their statutory obligations in this respect can expect to be disqualified, for an appropriate period of time, from using limited liability as one of the tools of their trade. The business community should be left in no doubt on this score. It may be that, despite the disqualification provisions having been in operation for some years, there is still a lingering feeling in some quarters that a failure to file annual accounts and so forth is a venial sin. If this is still so, the sooner the attitude is corrected the better it will be. Judicial observations to this effect have been made before, but they bear repetition."

     

  28. Indeed, persistent failure to comply with duties about filing accounts and returns can amount to an independent ground for disqualification under section 3 of the Act. However, as Mr Downes points out, disqualification under section 3 is discretionary rather than mandatory.
  29. Section 317 of the Companies Act 1985 requires a director of a company who is in any way, whether directly or indirectly, interested in a contract or proposed contract with the company to declare the nature of his interest at a meeting of the directors of the company. This is no mere formal requirement. It is a fundamental safeguard of the general obligation of a fiduciary not to place himself in a position where his interests conflict with those of the person to whom he owes fiduciary duties. Failure to comply with the statutory duty to disclose interests in contracts may amount to unfitness.
  30. Mr Downes said that discipline requires that a director should comply with the duties laid upon him by statute. Discipline also requires that a director should exert his own judgment. In Re Barings plc (No. 5) [2001] 1 BCLC 523 the Court of Appeal approved the following statement by Jonathan Parker J:
  31. "(i) Directors have, both collectively and individually, a continuing duty to acquire and maintain a sufficient knowledge and understanding of the company’s business to enable them properly to discharge their duties as directors.

    (ii) Whilst directors are entitled (subject to the articles of association of the company) to delegate particular functions to those below them in the management chain, and to trust their competence and integrity to a reasonable extent, the exercise of the power of delegation does not absolve a director from the duty to supervise the discharge of the delegated functions.

    (iii) No rule of universal application can be formulated as to the duty referred to in (ii) above. The extent of the duty, and the question whether it has been discharged, must depend on the facts of each particular case, including the director’s role in the management of the company."

     

  32. In Re Westmid Packing Services Ltd (above) Lord Woolf M.R. said:
  33. "A proper degree of delegation and division of responsibility is of course permissible, and often necessary, but total abrogation of responsibility is not. A board of directors must not permit one individual to dominate them and use them, as Mr Griffiths plainly did in this case. Mr Davis commented that the appellants’ contention (in their affidavits) that Mr Griffiths was the person who must carry the whole blame was itself a depressing failure, even then, to acknowledge the nature of a director’s responsibility. There is a good deal of force in that point."

     

  34. Honesty. In order to be fit to be a director a person must be honest. He must be capable of being entrusted with the management of assets that do not belong to him. But, said Mr Downes, proof of dishonesty was essential. This, too, seems to me to be inconsistent with authority. In Re Dawson Print Group Ltd (1987) 3 BCC 322 Hoffmann J said that:
  35. "There must, I think, be something about the case, some conduct which if not dishonest is at any rate in breach of standards of commercial morality, or some really gross incompetence which persuades a court that it would be a danger to the public if he were to be allowed to continue to be involved in the management of companies, before a disqualification order is made." (Emphasis added)

     

  36. Judges have used different phrases to describe the kind of conduct which may make a director unfit. They include "a lack of commercial probity" (In re Lo-Line Electric Motors Ltd.); "breach of standards of commercial morality" (Re Dawson Print Group) and "ordinary standards of commercial morality" (Secretary of State for Trade and Industry v. Ettinger). Lack of commercial probity is, to my mind, difficult to distinguish from dishonesty. But the other two quoted phrases seem to me to apply a lower standard. Mr Downes submitted with considerable force that if a director’s conduct was lawful and honest, it was difficult to see how it could be a breach of commercial morality. A cynic might think that commercial morality is summed up in the aphorism: "business is business." But Mr Downes was inclined to accept that untrustworthiness in a more general sense could amount to unfitness. Thus if a person repeatedly makes promises that he does not keep, then even though the promises may be honestly made, he may be so untrustworthy as to be unfit.
  37. While accepting both that the words of other judges are no substitute for the words of the Act itself, and while also accepting that standards of commercial morality may be a more nebulous criterion than that of dishonesty, I conclude that dishonesty is not the acid test.
  38. I hold therefore that Mr Downes’ three-fold framework, though attractively and persuasively advanced, does not represent the law. Time and again judges have emphasised that the court is required to take a broad brush approach. Moreover, "competence" and "discipline" overlap to a considerable extent. I have no doubt that the criteria that Mr Downes urges on me are highly relevant in assessing the fitness or otherwise of a director. But the question for the court is a much broader one, and is not confined within the tramlines of these criteria. This may make the court’s task a more difficult one, but that is what Parliament has provided for.
  39. However, the identification of the standard of conduct laid down by the law is important for two reasons. First, because the question of unfitness to do something can, as it seems to me, only be judged against an expectation of what is required of a person doing, or attempting to do, that thing. Second, because fairness to a director, or prospective director, requires that he should know what the law expects of him both before accepting his appointment and while carrying out his duties. I am uncomfortable with the notion that an honest director may be held to be unfit on account of conduct that, many years later, a judge may consider was a breach of some indefinable standard of commercial morality.
  40. Thus I accept Mr Downes’ submission on "commercial morality" to this extent: that the court must be very careful before holding that a director is unfit because of conduct that does not amount to a breach of any duty (contractual, tortious, statutory or equitable) to anyone, and is not dishonest.
  41. In considering whether a director is unfit, it is important to consider the cumulative effect of such of the allegations as are proved against him. Although the consequences for a disqualified director are serious, these are civil proceedings. Thus the civil standard of proof applies. The burden of proof lies on the Secretary of State. I bear in mind that the more serious the allegation, the more cogent must be the evidence required to prove it, even on the balance of probabilities: Re Living Images Ltd [1996] 1 BCLC 348, 355-6.
  42. The dissenting director. What if a director disagrees with the way in which a company is run? Chadwick J has addressed this question in two cases, Secretary of State for Trade and Industry v. Arif [1997] 1 BCLC 34 and Secretary of State for Trade and Industry v. Gash [1997] 1 BCLC 341. In the latter case, having considered his earlier judgment, he said:
  43. "The companies legislation does not impose on directors a statutory duty to ensure that their company does not trade while insolvent; nor does that legislation impose an obligation to ensure that the company does not trade at a loss. Those propositions need only to be stated to be recognised as self-evident. Directors may properly take the view that it is in the interests of the company and of its creditors that, although insolvent, the company should continue to trade out of its difficulties. They may properly take the view that it is in the interests of the company and its creditors that some loss-making trade should be accepted in anticipation of future profitability. They are not to be criticised if they give effect to such view. But the legislation imposes on directors the risk that trading while insolvent may lead to personal liability. Section 214 of the Insolvency Act imposes that liability where the director knew, or ought to have concluded, that there was no reasonable prospect that the company would avoid going into insolvent liquidation.

       If it is established, in proceedings under s 6 of the 1986 Act, that a director has caused a company to trade when he knew, or ought to have known, that there was no reasonable prospect that the company would avoid going into insolvent liquidation that director may well be held unfit to be concerned in the management of a company. But a director who, believing that there is no reasonable prospect of avoiding insolvency, protests against further trading and uses such influence as he has to bring the trading to an end, is not in my view a person whose failure to resign his directorship must lead to a finding of unfitness. He is entitled to remain a member of a board to whose collective decisions he is continuing to contribute. He, as it seems to me, is in a different category from a director who remains in office in circumstances in which he knows that the company is in breach of the statutory obligations imposed, for example, by s 221 of the Insolvency Act and that no steps are to be taken to remedy that breach.

       I am not to be taken as expressing the view that there may not be circumstances in which a director who has ceased to exercise any influence in the deliberations of the board will be at risk of being held unfit if he fails to resign. The duties of a director include, in my view, the duty to inform himself as to the company's affairs and the duty to make his views known to the other directors. If there comes a point at which his attendance at board meetings is purposeless because he must recognise that his co-directors take no account of his views and recommendations, then it may well be appropriate to ask why he continues to remain as a director. If he continues to remain as a director in those circumstances for no purpose other than to draw his director's fees or to preserve his status, a court might well come to the conclusion that he was so lacking in appreciation of a director's duties that he was unfit to be concerned in the management of a company."

     

    Review of director’s conduct

  44. Section 6 of the Act says that the reason for disqualification can only be a person’s "conduct as a director". "Conduct" encompasses both acts and omissions. The phrase "as a director" means "in his capacity as a director". Thus incompetence in, say, providing investment advice to a prospective shareholder, or in failing to control the personal financial affairs of a company’s principal shareholder, is not relevant conduct. In deciding whether or not to make a disqualification order, the court must concentrate on a person’s acts or omissions in his capacity as a director. Even if the case is based on allegations of dishonesty, the dishonesty in question must be dishonesty "as a director".
  45. In reaching its value judgment about a person’s fitness or unfitness to be a director, the court must beware of hindsight. As with any critical evaluation of a person’s decisions, the court must confine itself to what he knew or ought to have known at the time the decisions were made. I think also that I must treat statements made by other directors with some degree of caution, since the directors of an insolvent company will have a natural tendency to wish to exculpate themselves, and to point the finger of blame at others. In reaching that value judgment I must also take account of Mr McAvoy’s evidence, not in the sense of judging his performance as a witness, but in order to evaluate his response to the allegations made against him.
  46. There is one other point that I should make at this stage. The Secretary of State’s case was originally presented against both Mr Goldberg and Mr McAvoy. It has continued against Mr McAvoy alone. Much of the evidence that I heard was concerned with Mr Goldberg’s deficiencies as the chairman of CPFC. But he has reached a compromise with the Secretary of State. It is therefore important to disentangle those allegations that relate to Mr McAvoy. To adapt the standard direction given to juries (since this has been described as a jury question), I must consider the case for and against each defendant separately.
  47. The lead company and the collateral companies

  48. As is common, the Secretary of State’s main allegations relate to some only of the companies of which Mr McAvoy was a director. The companies specifically named in the claim form are conventionally described as the "lead companies". She makes other allegations relating to other companies which are referred to in further evidence served on her behalf. These companies are conventionally referred to as "collateral companies". Mr Downes submits that I must find conduct amounting to unfitness relating to the lead companies alone, and that misconduct proved in relation to collateral companies goes only to the length of the period of disqualification, if disqualification is justified by reference to the lead companies alone.
  49. I do not accept this submission. Section 6 refers to "his conduct as a director of that company (either taken alone or taken together with his conduct as a director of any other company or companies)". The natural reading of this phrase enables the court to take into account both the director’s conduct in relation to the lead company and also his conduct in relation to the collateral companies in determining the question of fitness. There must, of course, be conduct in relation to "that company" (i.e. the lead company). But the conduct in question need not be such as to demonstrate unfitness. It need only be such as tends to demonstrate unfitness. In other words it is conduct which is fit to be placed into the scale. If unfitness had to be proved by reference to conduct relating to the lead company alone, it would deprive the words "taken together with his conduct as a director of any other company" of virtually all force. In my judgment this conclusion is fully supported by the reasoning of the Court of Appeal in Secretary of State for Trade and Industry v. Ivens [1997] 2 BCLC 334.
  50. Making the allegations

  51. Rule 3 (3) of the Insolvent Companies (Disqualification of Unfit Directors) Proceedings Rules 1987 ("the Disqualification Rules") requires the affidavit served in support of the application to contain "a statement of the matters by reference to which the defendant is alleged to be unfit to be concerned in the management of a company." More than one judge has said that this requirement should not lead to the technicalities associated with the framing of a criminal charge. I am not sure how helpful this is as practical guidance, since the statement of offence in an indictment simply sets out the statutory provision which creates the offence, and the particulars of the offence are often extremely terse. A pleading in a civil case is usually very much more detailed and precise. However, it is clear that the affidavit must set out the substance of the case that the defendant is required to meet.
  52. It is equally clear that the Secretary of State is not necessarily confined to the allegations as formulated in the affidavit originally served in support of the application. As Dillon LJ said in Re Sevenoaks Stationers Ltd (above):
  53. "as a result of the evidence subsequently filed or for some other reason the official receiver may wish to change the nature of the allegations on which he is going to rely. Alternatively the official receiver may wish to add further allegations in the light of further evidence which has become available. … The court has a discretion to allow the official receiver to rely on the altered or additional allegation provided that can be done without injustice to the accused director. What justice requires must depend on the circumstances of the particular case. In some cases it would be necessary for the official receiver to have given prior notice of the new allegation before the effective hearing of the disqualification application, and to raise it for the first time in the course of the hearing would be too late. In other cases, when a new allegation is raised for the first time in the course of the hearing, it may be appropriate to allow an adjournment for further evidence to be obtained. In yet other cases, particularly where the director is represented by experienced counsel, counsel may be able to take a new or altered allegation in his stride without any adjournment. But the paramount requirement on this aspect is that the director facing disqualification must know the charges he has to meet."

     

  54. If dishonesty is to be alleged against a director, the allegation must be fairly and squarely made in the affidavit, and must be fairly and squarely put in cross-examination. As Millett LJ said in Paragon Finance plc v. BB Thakerar [1999] 1 All E.R. 400, in the context of the amendment of pleadings:
  55. "It is well established that fraud must be distinctly alleged and as distinctly proved, and that if the facts pleaded are consistent with innocence it is not open to the court to find fraud. An allegation that the defendant ‘knew or ought to have known’ is not a clear and unequivocal allegation of actual knowledge and will not support a finding of fraud even if the court is satisfied that there was actual knowledge. An allegation that the defendant had actual knowledge of the existence of a fraud perpetrated by others and failed to disclose the fact to the victim is consistent with an inadvertent failure to make disclosure and is not a charge of fraud. It will not support a finding of fraud even if the court is satisfied that the failure to disclose was deliberate and dishonest. Where it is expressly alleged that such failure was negligent and in breach of a contractual obligation of disclosure, but not that it was deliberate and dishonest, there is no room for treating it as an allegation of fraud."

     

  56. I do not believe that proceedings for disqualification of a director are any different: Secretary of State for Trade and Industry v. Rogers [1996] 1 WLR 1569.
  57. The Disqualification Rules require that the procedure laid down by CPR Part 8 be followed. CPR rule 8.1 (3), which enables the court to order that the claim to continue as if the claimant had not used the Part 8 procedure, is specifically disapplied. These procedural rules have a number of consequences. First, there is no formal statement of case. Although the evidence served in support of the application must state the matters by reference to which the defendant is alleged to be unfit to be concerned in the management of a company, if the Secretary of State wishes to amend the allegations or to introduce new ones, there is no master document which she must apply to amend. It is true that, as Mr Newey pointed out, counsel for the Secretary of State is required to provide a skeleton opening a few days before the trial; but this is not a wholly satisfactory substitute. It is still less satisfactory if the Secretary of State’s full case is not revealed until her counsel’s closing address, which takes place after the director (or his counsel) has made his own final submissions. Second, even if it becomes clear that factual allegations are hotly contested, there is no obvious mechanism for providing that the case should continue as if begun by claim form. Third, under the Part 8 procedure, there is normally no disclosure of documents. In the normal course of events most or all of the relevant documents will be in the possession (or at least in the power) of the Secretary of State. This considerably blunts the force of a submission that there is no document to support such and such defence to an allegation.
  58. In those circumstances, I think that I must be cautious before allowing the Secretary of State to change the thrust of the allegations as they were originally set out.
  59. The allegations relating to CPFC

  60. Although the initial involvement of the Official Receiver was triggered by the winding up of Allowclear Ltd, the Secretary of State’s case was presented on the basis that CPFC was the lead company. Her case was initially presented in the form of an affidavit sworn by Mr Boyall. There are allegations relating to companies other than CPFC, but I shall concentrate on CPFC for the time being. The principal allegations made by the Secretary of State in relation to CPFC are as follows:
    1. Mr Goldberg and Mr McAvoy took unwarranted risks with creditors’ money, in allowing CPFC to continue to trade between 4 June 1998 and 30 March 1999;
    2. Mr Goldberg and Mr McAvoy caused or permitted CPFC to incur a liability to Mr Padovano, a player who had been bought from Juventus, of £1,200,000 for the purpose of settling the personal liabilities of Mr Goldberg and an associated company of his, Sports Management Corporation Group Ltd ("SMCG")
    3. Mr Goldberg and Mr McAvoy caused or permitted a board minute purporting to record a board resolution of CPFC approving the payment of £1,200,000 to Mr Padovano to be produced notwithstanding that no such resolution had been passed;
    4. Mr Goldberg and Mr McAvoy caused or permitted CPFC to agree to forego a payment of £400,000 due to it from Wolverhampton Wanderers in return for Wolves foregoing an equivalent sum due to it from Mr Goldberg personally;
    5. Mr Goldberg and Mr McAvoy failed to ensure that the board of CPFC was aware of the onerous terms on which CPFC was to employ Mr Terry Venables as its head coach, but on the contrary caused or permitted the board to be misled as to such terms;
    6. Mr Goldberg and Mr McAvoy failed to ensure that the affairs of CPFC were subject to proper financial control.

  61. Mr McAvoy’s answers to these allegations are, in brief:
    1. CPFC was not insolvent as at 4 June 1998, but it needed to sell players in order to be able to meet its debts as they fell due. Mr McAvoy did all he could to sell players, but was frustrated by Mr Goldberg. Ultimately he resigned;
    2. The settlement with Mr Padovano was for the benefit of CPFC;
    3. The minute was prepared by the company secretary, Mr Withey, who told Mr McAvoy that two members of the board, who had not been present at the meeting, had approved the payment by telephone. Mr Withey told Mr McAvoy that he was getting the minute signed;
    4. Mr McAvoy was not aware of the accounting arrangements;
    5. The Board were fully informed about the terms of Mr Venables’ contract, and the decision to employ him was a reasonable one;
    6. There were adequate financial controls in place.

  62. The various allegations are to some extent intertwined, and cover much the same chronological span. Although placed first in the list, the allegation that Mr McAvoy took unnecessary risks with creditors’ money can really only be considered after the remaining allegations. But before considering the allegations individually, it is necessary to tell the story. The task of telling the story was not made easier by the almost random arrangement of documents scattered through many files, and the lack of a core bundle.
  63. Witnesses

  64. Before embarking on a consideration of the facts, I must say something about the witnesses. However, I deal with Mr McAvoy’s evidence at the end of this judgment.
  65. Mr Morley. Mr Peter Morley CBE became a director of CPFC in 1995 and remained a director throughout the relevant period. He was Group Personnel Director of Tesco plc and has particular expertise in employment matters. He has some formal training in the reading of accounts, and clearly much experience of doing so. He is clearly an experienced businessman. He took notes of meetings that he attended and some of these were produced in evidence. He was, to my mind, a careful witness and he was doing his best to give a truthful version of events. He willingly accepted that some of his evidence was reconstruction of what must have happened, but he was careful to differentiate between what he remembered and what he thought, with hindsight, must have happened. Mr Morley accepted that he had not asked the right questions; had taken Mr Goldberg’s assurances at face value, and had allowed his heart to rule his head in a number of decisions. As he put it: "my enthusiasm as a fan exceeded my capacity as a businessman to ask the right questions." He was quite clear that the board believed in Mr Goldberg’s grand vision for the future. However, Mr Morley’s general attitude towards CPFC was that since Mr Goldberg was by far the majority owner of the share capital, "he would have had, effectively, the right to do whatever he wanted at the time". So embedded was this view that Mr Morley found difficulty in seeing how there could be a conflict of interest between CPFC and its majority shareholder.
  66. Mr Grimes. Mr Lawrence Grimes was also a director of CPFC throughout the relevant period. His business career is in the oil industry. He has no formal training in the reading of accounts, and is reliant on others for financial advice. Like Mr Morley, he said of Mr Goldberg: "it was pretty clear that after a short period of time that, as the owner, he was going to do what he wanted to do anyway." However, I do not think that Mr Grimes was as sanguine about that as Mr Morley. But like Mr Morley he found it difficult to see what conflict of interest there might be between CPFC and Mr Goldberg.
  67. Mr Barnes. Mr Paul Barnes was a director of CPFC from 26 June 1998 to 2 February 1999. He is a qualified accountant. His role was as the finance director both for CPFC and the MGI group. He resigned from MGI and his executive duties at CPFC in December 1998, although he remained a director of CPFC until the following February. He was in my view minimising the role that he played in the management of both companies, and seemed unwilling to accept the responsibilities of a finance director. Like Mr Morley and Mr Grimes, he found it difficult to see that there might be a conflict of interest between Mr Goldberg and CPFC.
  68. Mr Alexander. Mr Phil Alexander was the managing director of CPFC from 4 June 1998 to mid-October 1998. Thereafter he was the operations director. He claimed to have very little recollection of any of the main events in the story. He also claimed to have paid very little attention to the financial affairs of CPFC despite being its managing director for several months. On some points (for example whether he was authorised to sign cheques) his evidence was clearly incorrect. I approach his evidence with caution. I did, however, form the strong impression that he accepted instructions from Mr Goldberg uncritically and unquestioningly. I do not believe that he would have stood up to Mr Goldberg or questioned his decisions.
  69. Mr Hume-Kendall. Mr Hume-Kendall has a business career in the shipping industry. He was at pains to emphasise the concerns he had about CPFC’s finances during the autumn of 1998 and at the same time to downplay his role in the management of its affairs. In my judgment he exaggerated on both counts. I approach his evidence with caution.
  70. Mr Cole. Mr Jonathan Cole is also a chartered accountant. He was a director of Tramp Oil. He joined the board of CPFC on 15 January 1999, after Mr McAvoy’s departure. I found him a careful and reliable witness.
  71. Mrs Keeling. Mrs Jan Keeling was a book-keeper employed by MGI between October 1998 and March 1999. She was a careful and reliable witness.
  72. Mr Goldberg and Mr McAvoy

  73. Mr Goldberg and Mr McAvoy met in 1995. Mr Goldberg’s career began in the recruitment business, and he was a director and substantial shareholder in a listed public company. He was and was perceived as being a wealthy man. Although Mr Goldberg did not himself give evidence, I heard a lot of evidence about him. I was told that he had been a lifelong supporter of Crystal Palace. Mr Morley, who described his own passion for football as "bordering on the fanatical", said that Mr Goldberg’s passion was even stronger than his own. He was a man of great drive and vision and an excellent salesman. He was a man who could inspire belief in his vision. He had boundless self-confidence and a belief that he could solve problems. He had great energy and was always on the go. Mr Barnes described him as having "his cellphone strapped permanently to his ear". One result of Mr Goldberg’s self-confidence was that he did not always take advice. As Mr Barnes put it:
  74. "Mr Goldberg wanted his own way all the time, and whilst he sought advice he did not actually take it."

     

  75. His talents as a salesman meant that he had a ready answer for any difficulty put to him by other board members, and plausible excuses for failure to adhere to previous decisions. Mr Morley described him as "an extremely difficult person to handle".
  76. Mr McAvoy is a chartered accountant with a background in local government, the computer industry, financial management and consultancy. Mr McAvoy provided consultancy services to Mr Goldberg and various of his companies. His consultancy fees, at the rate of £20,000 per month plus VAT, were paid to Newcourt Leisure Ltd of which he was a director. In August 1997, he joined the Board of MG Investments Ltd ("MGI"). MGI was a holding company, owned by Mr Goldberg, for a group of companies engaged in various business ventures. It ceased trading in January 1999 and has subsequently gone into creditors’ voluntary liquidation.
  77. In response to a questionnaire in February 2001 Mr Goldberg said that:
  78. "Jim McAvoy was originally employed to manage my personal finances and became Chief Executive of the group of companies responsible for providing direction, business analysis, the management of funding each company, provision of up-to-date management accounting for each company and the group together with business strategy, forecasting and planning."

     

  79. Mr McAvoy ceased to be an effective director of CPFC in January 1999. On 2 March 1999 he wrote a long letter to the board in which he set out his view of how and why things had gone wrong. I shall refer to this letter from time to time. His resignation was formally accepted by the board at their meeting on 3 March 1999. Between Mr McAvoy’s appointment as a director of CPFC and his leaving in mid-January 1999 the full board met four times (on 4 June, 26 June, 29 July and 17 November). There appear to have been further board meetings for more routine business on 9 July and 2 October. A committee of the board met on 4 August. A meeting was recorded as having taken place on 28 October, but whether there was in fact a meeting (in any sense of the word) is disputed.
  80.  

    The corporate structure and Mr Goldberg’s assets

  81. In order to understand the financial position, it is necessary to say something about the corporate structure of Mr Goldberg’s various business ventures and his assets. MGI was Mr Goldberg’s principal company. Its subsidiaries included Sports Management Corporation Group Ltd ("SMCG"); Sports Management Corporation Ltd and Synovate Ltd. Mr Goldberg was a director of MGI from shortly after its incorporation until it went into liquidation. Mr McAvoy was a director from 14 October 1996 until 15 January 1999. Land Developments Corporation Ltd ("LDC") was a trading company engaged in property development. It began trading in January 1996 and went into creditors’ voluntary liquidation in March 1999. Mr Goldberg was a director throughout. LDC had had a contract to acquire a property called Holwood House, but it later assigned the benefit of the contract to Mr Goldberg personally. Holwood House was thought to be worth about £5 million.
  82. Allowclear Ltd was incorporated in April 1998 for the purpose of acquiring the majority shareholding in CPFC. Mr Goldberg and Mr McAvoy were appointed as directors shortly after the company’s incorporation. CPFC had other shareholders who between them held the remaining 15 per cent of CPFC’s shares.
  83. None of these companies were subsidiaries of any of the others of them. They did not form a group of companies, although MGI was the parent of its own group.
  84. CPFC was incorporated in 1984. Its articles of association are based on the 1985 version of Table A. The management of the company is the responsibility of the board. Article 29 says that a resolution signed by all the directors entitled to receive notice of a meeting is as effective as a resolution passed at a duly convened meeting. Article 30 deems a meeting of directors to be held when a director is or directors are in communication by telephone or television with another director or directors and all those directors agree to treat the meeting as so held.
  85. CPFC before Mr Goldberg

  86. Before Mr Goldberg acquired control of CPFC 85 per cent of its shares were owned by Altonwood Ltd, a company in which Mr Ron Noades had a controlling interest. On 1 August 1997 Mr Goldberg became a director of CPFC. At the time his business experience related mainly to the recruitment of staff for the information technology industry. He had a substantial shareholding in a successful listed company, MSB International plc.
  87. Mr Noades was an autocrat. Mr Morley said that he ran CPFC as his private fiefdom. The board met infrequently; and then only to ratify actions that Mr Noades had already taken in his capacity as executive chairman. Mr Morley commented that this was not unusual in a football club. Indeed he said that football clubs are usually run as private fiefdoms. Mr Noades was, however, an astute businessman. He had particular skills in buying and selling players. He also made an exceptionally good bargain over the sale of his shareholding in CPFC. As part of the arrangements for the takeover, Mr Noades procured the sale of CPFC’s interest in Streete Court (the club’s training ground) to Altonwood, with a simultaneous leaseback to CPFC. The price at which Streete Court was to be sold was supported by a professional valuation. The proposal was put before the company in general meeting and approved. However, following the takeover, some of the board members began to think that the sale to Altonwood had been at an undervalue; and that CPFC might have a claim for substantial compensation.
  88. The balance sheet. The last audited accounts for CPFC covered the period to 30 June 1997. They were signed off by the directors on 31 December 1997. Neither the Secretary of State nor Mr McAvoy questioned the accuracy of the audited accounts. The balance sheet showed total assets less current liabilities as being £5.1 million and net assets as being £2.55 million. These figures take account of the trading loss for that year of some £665,000. At the time, the value of players was not shown as an asset in the balance sheet. Rather, purchases and sales of players were shown in the profit and loss account as and when they took place. Due to a change in accounting standards, that has now changed. Plainly the value of a player is difficult to assess, and a player’s value may be affected by matters such as injury. Note 26 to the accounts said that the cost of the then current playing squad was £15.3 million. Note 28 said that since the balance sheet date new players had been acquired at a cost of £9.9 million, and that existing players had been sold for a total of £2.4 million. Figures as high as £28 million have been given for the value of the squad as a whole. In the light of subsequent events this last figure may have been over-optimistic, but I consider that it was not unreasonable for Mr McAvoy to assume that the playing squad had substantial value. Mr Quick, the Official Receiver, suggested that whatever the value of the players was, it was inappropriate to capitalise the value of all of them in the balance sheet. The reason for this was that if all the players were sold, there would be no team left to play. I do not agree. In estimating the value of a company’s assets it is commonplace to value them all, even if the company would cease to carry on business if all its assets were sold. The only difference between the value of a player and the value of any other asset is that if a football club is wound up, the players’ registrations revert to the Football League, so that the value of a player cannot be realised in a liquidation (as opposed to a sale of a going concern). But that is no reason not to include the value of a player in the balance sheet. It is now expressly permitted by the relevant accounting standards. In addition, as Mr Downes points out, the Companies Act 1985 itself requires a company’s statutory accounts to be prepared on a going concern basis.
  89. The value of CPFC’s interest in its stadium at Selhurst Park as at 30 June 1997 was shown in the accounts as £7.8 million. However, the directors’ report said that the directors had obtained a valuation from Edward Symmons & Partners which valued the leasehold interest at not less than £21,000,000. The basis of valuation was not stated in the accounts. Mr Morley said of that valuation that he saw no reason to query it at the time. Mr Hume-Kendall also said that Edward Symmons & Partners were a reputable firm, so no one had any reason not to take the valuation at face value. The value of the interest as at 30 June 1998 was shown in the draft balance sheet (prepared in the autumn of 1998) as £9.9 million. However, in May 1998 Edward Symmons & Partners had valued the leasehold interest at £18 million. This valuation was on a "depreciated replacement basis", which is, in effect, the cost of buying and building a new stadium, rather than the open market value of the existing one. In my judgment it would not have been unreasonable for Mr McAvoy to have considered that there was a hidden reserve of value in the stadium which was not reflected in the accounts.
  90. The signing of Neil Emblen

  91. In August 1997, shortly after he became a director of CPFC, Mr Goldberg was interested in signing Mr Neil Emblen, who played for Wolverhampton Wanderers. Wolves wanted £1,800,000 as a transfer fee, but CPFC was unwilling or unable to pay that. So Mr Goldberg agreed to contribute £500,000 personally towards the transfer fee. On 12 August 1997 he entered into a written agreement with CPFC under which he agreed to contribute £500,000 before 30 September 1997. The agreement stated:
  92. "The consideration for the £500,000 will be that if Crystal Palace Football Club at any time in the future sell the player then Mark Goldberg will receive 25% of the eventual sale price".

     

  93. The agreement, read as a whole, certainly does not suggest that the £500,000 was a loan, which would have entitled Mr Goldberg to the return of his £500,000 in addition to 25 per cent of the eventual sale price. I reject Mr McAvoy’s initial suggestion to that effect. On 14 October 1997 MGI transferred £500,000 to CPFC. Mr McAvoy suggested that this payment was a payment by MGI on account of wages whose liability was that of CPFC and that the agreed payment for Mr Emblen came out of Mr Goldberg’s personal account. However, this was only an assumption on his part, and there was no evidence to back it. I bear in mind that there has not been disclosure of a full set of CPFC’s bank accounts, which blunts the lack of documentary evidence. But even so, I reject the suggestion that there were two payments, and find that the £500,000 transferred by MGI to CPFC was Mr Goldberg’s promised contribution to the purchase cost of Mr Emblen.
  94. By the following spring, CPFC wanted to sell Mr Emblen. Wolves were willing to buy him back again, but at the lower price of £600,000. Eventually, on 25 March 1998, a deal was structured under which the nominal price for Mr Emblen’s transfer was £1,200,000 plus VAT payable in three stages. The first stage was a payment of £600,000 (plus the VAT) payable on registration of the player with the Football League. At this stage, no money was to change hands, as the payment was to be satisfied or "contra-ed" by bringing forward £810,000 of the remaining £900,000 still owed by CPFC to Wolves under the terms of the original transfer. £200,000 was to be paid on or before 25 April 1998 and the balance of £400,000 was to be paid on or before 31 August 1998.
  95. However, in order to fund the latter two payments, Mr Goldberg, through MGI, was to pay £200,000 to Wolves on or before 25 April 1998 and £400,000 on or before 31 August 1998. The agreement between MGI and Wolves was signed on behalf of MGI by Mr McAvoy. The payments of £200,000 were made in April 1998 by Wolves to CPFC and by Mr Goldberg to Wolves. The final payments were not made, as I shall describe later.
  96. The signing of Michele Padovano

  97. Mr Michele Padovano played for Juventus until November 1997, when he was transferred to Crystal Palace. He was one of two Italian players, the other being Mr Attilio Lombardo. Mr Padovano entered into a written contract with CPFC on 15 November 1997. The financial provisions of the agreement were contained in Schedule D. At the date of this contract, Mr Goldberg was already a director of CPFC, although Mr Noades, through his company Altonwood, was the majority shareholder. Mr McAvoy was not yet a director of CPFC.
  98. Three days before Mr Padovano signed with Crystal Palace, he entered into an agreement with Mr Goldberg and SMCG. The agreement with SMCG and Mr Goldberg supplemented the financial terms agreed between Mr Padovano and CPFC. The differences are easiest to understand if they are tabulated, as follows:

CPFC contract

Goldberg/SMGC contract

Salary

  1. 15.11.97 to 30.06.98: £321,000
  2. 01.07.98 to 30.06.99: £540,000
  3. 01.07.99 to 30.06.00: £540,000

Additional payments

  1. 12.11.97 to 30.06.98: £189,000
  2. 01.07.98 to 30.06.99: £170,000
  3. 01.07.99 to 30.06.00: £170,000
 

Loyalty bonus as at 30.06.00: £350,000

Goal bonus for goals scored in FA Premier League Championship matches

Goal bonus for goals scored in official matches instead of championship matches

Contribution of £2,500 per month for living expenses for 6 months

Contribution of £2,500 per month to living expenses from cessation of CPFC’s contribution

 

Provision of reasonable company car

 

Provision of four return flights each year from London to Turin

  1. The witnesses referred to the supplementary agreement as an agreement relating to "image rights". However, image rights are not mentioned in the agreement. But it is not clear whether the version of the contract in the court bundle is complete, as it appears to be missing (at least) the signature page. However, the payments under the agreement with SMCG were to be made by SMCG and guaranteed by Mr Goldberg personally. Clearly, Mr Goldberg and SMCG undertook considerable liabilities towards Mr Padovano which CPFC were unable or unwilling to take. Mr Lombardo also entered into an agreement with SMCG relating to image rights.
  2. Mr Padovano was not a success at Crystal Palace. He rarely played for the first team, and was prone to injury. All the witnesses agreed that he would have been content to take his money and not appear on the pitch at all. He was clearly a bad buy.
  3.  

    The engagement of Terry Venables

  4. Mr Terry Venables is one of the best-known coaches in the world. An early part of his playing career was spent at Crystal Palace; and he began his management career also at Crystal Palace. While managing Crystal Palace, the club was promoted from the third to the first division. Since leaving Crystal Palace for QPR, Mr Venables has managed a number of clubs, both in England and abroad, (and the England national team) and in each case the club under his management has achieved great success. However, he has attracted notoriety for his financial dealings. He was involved in a high profile dispute with Alan Sugar, the chairman of Tottenham Hotspur FC, and shortly before his involvement with Crystal Palace and CPFC he had been disqualified from being concerned with the management of a company.
  5. In March 1998 Mr Goldberg personally entered into an agreement with Mr Venables. The agreement was recorded in Heads of Terms, which were to be binding until a more formal contract was executed. The effect of the agreement was that Mr Venables would be employed as head coach for a three year term. Among the terms of the agreement were:

  1. an option for Mr Venables to extend the contract for two years (making five years in all);
  2. a right for Mr Venables to break the contract after one year;
  3. a right for CPFC to terminate the contract but only on payment of one year’s salary by CPFC and £300,000 by Mr Goldberg;
  4. an annual salary of £750,000 payable annually in advance, plus a pension contribution of 10 per cent of salary;
  5. a car to the value of £65,000;
  6. a right for Mr Venables to have sole power to select players and "complete control on the decision which players to buy and sell";
  7. a budget for buying players of £10 million in 1998/9, indexed for the following two seasons. This sum excluded proceeds of sale of players, which were also to be made available to Mr Venables.

  1. Mr Goldberg also agreed to lend Mr Venables a substantial amount of money which Mr Barnes thought was for payment of his legal costs in the disqualification proceedings.
  2. At the date of the agreement Mr Goldberg does not appear to have had the authority of CPFC to enter into the agreement; did not himself control CPFC and, to be fair, did not purport to contract on behalf of CPFC. Rumours about Mr Venables’ return to Crystal Palace were already in the national press by mid-March 1998. I think it probable that by mid-April, when an article appeared in the Sunday Times, keen supporters of Crystal Palace were aware that if and when Mr Goldberg acquired control of CPFC Mr Venables would be the team coach. They would also have known that it was likely that Crystal Palace would begin the next season in the First Division.
  3. Mr Venables was a controversial figure. The majority view among football fans was that he had unrivalled skills in motivating teams. Mr Barnes went so far as to call his choice as coach "an inspired move" in football terms. He also said that Mr Goldberg was in awe of Mr Venables. Others, such as Mr Grimes, thought that he was overrated, even as a coach and manager. There was a school of thought among the board that, whatever Mr Venables’ skills may have been on the football field and at the training ground, his activities, particularly those relating to financial matters, left much to be desired. Mr Hume-Kendall said that Mr Noades had warned Mr Goldberg against engaging Mr Venables, predicting that "he will eat you alive, and you will go bankrupt"; but that Mr Goldberg was confident that he could keep Mr Venables under control. Mr Morley, Mr Grimes and Mr Hume-Kendall were unhappy at the choice of coach. Some of this unhappiness surfaced at the board meeting in July 1998, as I shall describe later. However, it was part of Mr Goldberg’s grand plan to restore Crystal Palace to the Premier League within a season; and he saw Mr Venables as the man who was capable of doing that.
  4. Commenting on the agreement with Mr Venables, Mr McAvoy said in his letter of 2 March 1999:
  5. "The binding nature of Heads put Mark into direct conflict with the interests of the club. Clearly, the club could not afford to comply with the terms yet failure to employ Terry would have cost Mark personally a considerable amount of money."

     

  6. In his oral evidence he said that the feature of the contract that caused him the most concern was the transfer budget of £10 million.
  7. On 1 April 1998 MGI paid Mr Venables £135,000. This, according to the Heads of Terms, was partly for salary and partly for entering into the agreement at all.
  8.  

    Mr Goldberg acquires control of CPFC

  9. Late in 1997 Mr Goldberg was able to buy an option to buy Altonwood’s shareholding in CPFC. In April 1998 Mr Goldberg incorporated Allowclear Ltd and assigned the option to purchase to that company. Mr Noades was apparently very open about the state of CPFC’s finances. He told Mr Goldberg, in the presence of Mr Hume-Kendall, that there was "an £11 million hole" in the accounts. Mr Goldberg commissioned Price Waterhouse to prepare a report on CPFC, although he may have left the reading of it to others. I have not seen the report. Mr Hume-Kendall said that Mr Noades had told Mr Goldberg, in his presence, that players would need to be sold and that he was willing to stay on after the takeover in order to achieve this. Mr Goldberg refused. Mr Hume-Kendall went on to say that he himself was "frightened" or "nervous" at the challenge of selling players and that he counselled Mr Goldberg to allow Mr Noades to help him but that Mr Goldberg refused. I find this evidence difficult to accept. It seems to me to be unlikely that Mr Noades, having sold his "fiefdom" to Mr Goldberg, would have agreed to work for him. I think it also unlikely that Mr Hume-Kendall, who was not yet on the board of CPFC, and who does not appear to have been close to Mr Goldberg, at least at that stage, would have taken it on himself to advise Mr Goldberg about his business strategy.
  10. Mr McAvoy recognised that CPFC needed to raise at least £9 million by selling players and cutting the wages bill. In his letter of 2 March 1999 Mr McAvoy said:
  11. "I want no one to be in any doubt that Mark was made fully aware of the cash position of the club before he bought and on the consequences of the purchase on his personal cash position and that of his other business interests and commitments. I presented a number of cash flows that consistently set out a clear deficit position on both counts e.g. CPFC needed to find £9m from player disposals and wage reductions."

     

  12. The option was exercised and the shareholding was transferred to Allowclear on 4 June 1998. The agreed price for the shares was a little less than £23 million. About £4 million of the price remained outstanding as a loan. Mr Noades and two of his associates resigned as directors of CPFC. At the time of the takeover CPFC negotiated three facilities with Midland Bank. They were:

      1. a facility of £2.5 million "for player purchase and sale transactions";
      2. a facility of £1.05 million to refinance a loan granted for the building of the Holmesdale stand at the stadium; and
      3. a general overdraft of £500,000.

 

  1. The first of these facilities could be raised to £3.5 million (making a total facility of £5 million) but the terms of the facility letter made it clear that it would have to be reduced to £2.5 million by August 1998 and to £1.5 million by the end of the year. In short, CPFC’s borrowings from the bank would have to be reduced from a total of £5 million to a total of £3 million by the end of 1998.
  2. Mr Goldberg was a man with big ideas. He also appeared to be very wealthy. Not only had he just paid £23 million for his shareholding in CPFC (albeit that £4 million was left outstanding on loan notes), he also had a remaining shareholding in MSB worth in the region of £10 million at that time, and other assets besides. He gave the impression that he was willing to invest more of his personal wealth into CPFC, although no binding commitments to that effect were ever given. Mr McAvoy was appointed a director of CPFC at the board meeting on 4 June 1998. Mr Noades and one of his associates resigned. At the same meeting, Mr Hume-Kendall was also appointed as a director. Mr McAvoy was introduced as Mr Goldberg’s "personal financial adviser"; and Mr Hume-Kendall as "a specialist in structuring corporate transactions and in arranging asset finance and cash-flow finance for shipping fleets." Mr Alexander was appointed as Managing Director and Mr Goldberg as Chairman. The board were also told that Mr Paul Barnes had accepted an appointment as Director of Finance and would in due course be appointed to the board as Finance Director. Mr Morley, who had been a director under Mr Noades’ chairmanship, remained on the board. Mr Goldberg told the board that he would pledge 400,000 shares in MSB to the bank in order to secure CPFC’s overdraft. At the same board meeting Mr Goldberg dealt with the future financing of CPFC. He said that he was negotiating with a number of possible lenders, including individuals who would be prepared to lend money in return for becoming directors. He also mentioned a possible AIM flotation within 6 months to raise £15 million. He described these plans as "very much amorphous" but said that he would keep the board informed. Nothing appears to have been said at that meeting about sales of players.
  3. On 7 June 1998 Mr McAvoy sent a number of financial documents to Clydesdale Bank in support of a proposal for a loan of £10 million to CPFC. They included a 3 year profit and loss budget based on a business plan. These projections envisaged net player sales of £6.5 million in the year to 30 June 1999. On 15 June 1998 Mr McAvoy sent Singer & Friedlander (who were providing finance) a fax in which he said that a number of players had been identified for disposal. They included Dyer, Gordon, Warhurst and Padovano. The values for these players given in the July business plan were £1,000,000 (Dyer), £1,000,000 (Warhurst) and £500,000 (Padovano). Gordon was not valued in the business plan but seems to have been thought to have commanded a value of about £500,000 at that time. Had these players been sold promptly, they would have brought in £3 million, before deduction of agents’ fees, player compensation and the like. The accompanying cashflow appears to have contemplated a net inflow of funds, amounting to £200,000, from MGI to CPFC in the year to June 1999. Mr McAvoy was unable to explain what this inflow was; and it is the only contemporaneous reference that I have seen to an inflow of funds from MGI. That cashflow was not placed before the board. On 21 June Mr McAvoy sent Mr Goldberg a cash flow forecast for CPFC. It was based on a number of assumptions. The assumptions included an assumption that there would be player sales and wage reductions in accordance with previous plans. The forecast assumed player sales of £1.5 million in June 1998; £3.5 million in July and £3 million in August (a total of £8 million), with a consequential reduction in the wages bill of over £150,000 per month (equivalent to £1.8 million a year). It also assumed borrowings of £12.95 million, including £5 million from Midland Bank. On those assumptions Mr McAvoy was able to conclude that "we are positive … through to February 1999" by which time it was hoped that CPFC would have been floated. The assumption that Midland Bank would continue to provide a facility of £5 million was over-optimistic. Mr McAvoy knew that the bank’s policy was that although a Premier League club could have an overdraft of £5 million, a First Division club could only borrow £3 million. Moreover, the facility letters contained a requirement to that effect. In addition the cashflow did not allow for any payments by CPFC to MGI. On 25 June 1998 Singer & Friedander agreed to provide a facility of £3.2 million for working capital and to finance player purchases.
  4. At the first substantive board meeting after the takeover, on 26 June 1998, Mr Goldberg presented his vision to the board. He outlined his "five year plan". The "mission" was to have a club capable of competing in Europe and with a value of £100 million within five years. This was to be achieved by new sports medicine and skills development; a new playing structure and the latest technology and discipline. In the short term his ambition was to secure promotion to the Premier League at the earliest possible opportunity. Mr Barnes joined the board as Finance Director. In addition Messrs Grimes, Wilder and Coppell were appointed as non-executive directors, although Mr Coppell soon became the Director of Football. The board now numbered 11. Mr Gary Withey, a solicitor, was appointed as company secretary. As I have said, during the period when Mr Noades was the chairman and majority shareholder the board met infrequently. Mr Goldberg proposed, and the board agreed, to changes in corporate governance. First, the full board was to meet quarterly, and an executive board was to meet monthly. Second, Mr Goldberg said that he wanted CPFC to operate as if it were a publicly quoted company. The board thus appointed an audit committee and a remuneration committee. Mr Morley described the appointment of the two committees as "overkill" for a small private company. The former committee was to be chaired by Mr Wilder and its other members were to be Mr Morley and Mr Barnes. Mr McAvoy was not to be a member of either committee. However, it seems that the board did not meet at quarterly intervals, nor did the executive board meet once a month. The audit committee does not seem to have met at all, and the remuneration committee met only once. Mr Morley said that Mr Goldberg genuinely wanted to run a model company, but it did not happen that way.
  5. The board were also provided with a financial review. It seems that this review was given by Mr Goldberg. He explained that further finance was needed to achieve the fulfilment of the five year plan. This might take the form either of equity or loan capital. The board was told that there was a secured bank overdraft of £5 million and that Singer & Friedlander had offered a facility of £3.95 million, which the board resolved to accept. The board was also told that players would or might have to be sold. Those who were identified as possible disposals were Dyer, Gordon, Warhurst and Padovano. These were the same players who had been mentioned to Singer & Friedlander. Mr Morley’s notes of the meeting were a little firmer. He recorded: "Selling Dyer, Gordon, Warhurst, Padovano but no takers yet." His note also indicated that Ismael might be transferred back to Stuttgart (although he may have originally come from Strasbourg).
  6. Mr Barnes said that budgets were being reviewed and would be presented to the July meeting of the board.
  7. Mr Coppell, as Director of Football, announced several staff appointments. These included D Butler, described as "assistant to Mr Venables", although Mr Venables was not yet under formal contract to CPFC.
  8. The question of the sale and leaseback of Street Court was also raised, and it was suggested that the transaction might have been illegal. Although the transaction had been supported by a valuation prepared by professional valuers, the board’s concern was that CPFC had continued to fund improvements to the property which had not been taken into account in the valuation. Mr Morley’s notes of the meeting record a suggestion that a committee be formed to "look at Streete Court". Mr Hume-Kendall thought that he was on the committee. It does not appear ever to have met.
  9. Some time in June (the date is not legible) the sum of £450,000 was transferred from CPFC’s bank account to Mr Venables. He still had no contract with CPFC. The payment clearly post-dated the takeover. On 14 July 1998 CPFC transferred £750,000 to MGI. There is no evidence that these transfers were approved by or drawn to the attention of the board.
  10. On 30 June 1998 Mr Withey reported to Mr Goldberg that he had been approached by Padovano’s agent, Marcello Bonetto, with a proposal for combining his contract with CPFC and his contract with SMCG. Mr McAvoy was copied in to this memo. A letter from Mr Bonetto set out the combined terms. It seems that Mr Withey prepared an amended schedule to be attached to Mr Padovano’s contract combining the terms of the two agreements, and also a draft letter under which Mr Padovano was to be paid £264,000 in settlement of his "image rights". Both the amended schedule and the draft letter are dated 6 July 1998. But neither is signed.
  11. The policy on buying and selling players

  12. A Business Plan prepared for CPFC in July 1988 set out the company’s policy for buying and selling players. It said:
  13. "The Club’s policy over recent years has been to sell good players on relegation and in order to reduce the wage bill, and to bring in new players upon promotion. In seeking to maximise the profit potential of the Club, the incoming management’s objective is to ensure that Crystal Palace maintains a playing squad capable of competing in the Premier League permanently. Further selective investment in the squad will therefore be made as necessary, but the incoming management believes that in the short term, this objective can be met without substantially affecting the Club’s profitability as a total of £13 million was invested in new players last year.

    The appendices on player value and contract details illustrates our desire to ensure that the relationship between contract length, age, compensation and value is carefully monitored. We recognise the importance of attracting high profile players and paying accordingly. However, we are committed to ensuring that this is achieved within a framework that balances experienced players with home produced talents. Our investment in football development is a very serious commitment to our future.

    Detailed projections of the Club’s future revenue and the underlying assumptions are set out in Part 8 of this document."

     

  14. Part 7 of the document (not part 8) set out projections. Under the heading "Transfer Activity" it estimated a "current year spend" of £4 million in the transfer market and disposals of £5 million. In the following year, 1998/9, it assumed net disposals of £1 million rising to net purchases of £3.5 million by 2000/2001. Clearly this level of transfer activity was not consistent with Mr McAvoy’s perception of the financial need to dispose of players, nor with the information he gave to Clydesdale Bank, or, indeed, the information he gave to Mr Goldberg.
  15. It is by no means clear what status this document in fact had. Mr Morley said that it was soon overtaken by events. The expansive attitude towards player sales and purchases does not sit easily with financial projections or board decisions. I conclude that the board of CPFC did adopt a policy of selling players in June 1998.
  16. In early July 1998 Mr McAvoy travelled to France with Mr Goldberg. His account of their trip is not challenged. He said that he began to express concerns about Mr Goldberg’s handling of CPFC. Mr Goldberg agreed that there would be a strategic review; he was receptive to the need for player sales, and said he was actively pursuing the disposal of a number.
  17. The board meeting of 29 July 1998

  18. The board met on 29 July 1998. Mr Goldberg chaired the meeting. Those present included Messrs Alexander, Barnes, Grimes, Hume-Kendall, McAvoy and Morley. The agenda for the meeting had as one of the items of business "management accounts for June 1998". Mr Goldberg began with an introduction, as part of which he said that he was pleased to have kept Lombardo and Jansen, and he reported that two signings were being negotiated, including two Argentinians and two Australians. Lombardo and Jansen were regarded as star players and potentially valuable. Many of the directors believed that the sale of Jansen was always going to be an available means of last resort to save the financial fortunes of CPFC.
  19. The Finance Director (Mr Barnes) reported that CPFC made a profit before transfer fees but a loss after. He also explained that the players’ value was not shown in the balance sheet, but that it would be shown as from July. He continued by explaining:
  20. "that despite making a loss the Company was not insolvent as it had the wherewithal to continue to trade with had (sic) both the support of its bank and the reasonable likelihood of making profits in the near future."

     

  21. Both Mr Morley and Mr Grimes confirmed that Mr Barnes gave the financial report; although Mr Grimes said that both Mr Goldberg and Mr McAvoy "chipped in" from time to time. Mr McAvoy says that he relied on Mr Barnes. Despite Mr Hume-Kendall’s evidence to the contrary, I find that at the board meeting