Our Services

For when you’re ready to leave your business to retire, release cash or pursue a new direction.

- Setting a realistic business valuation.
- Identifying potential buyers.
- Forming a tailored marketing approach and creating marketing materials.
- Negotiating with buyers and structuring the terms of sale.
- Project management from start to finish, offering support throughout the whole process.

For when you’re looking to embark on a new venture or expand your existing business.

- Identifying and approaching potential target companies.
- Undertaking an investment appraisal and negotiations with sellers.
- Carrying out financial due diligence checks.
- Setting out the terms of purchase and raising finance.
- Advising on tax implications and any HR issues.

For when you want to exit your company and have an existing team keen to take over.

- Establishing the viability of the target company and its value.
- Assessing the capabilities and wishes of the management team.
- Creating an affordable buyout plan and negotiating with all the parties involved.
- Raising finance and preparing business plans.
- Devising payment structures to suit all parties.

For when you need reliable information to assess your business strategy.

- Providing informal guide valuations of formal reports.
- Undertaking detailed reviews to establish the value of a business and implications for current and future business strategy
- Offering business valuations as part of succession and retirement planning

For when you need to avoid nasty surprises when buying a business.

- Uncovering any liabilities or risks that could affect the transaction or prevent you from securing finance.
- Digging into the accounting and tax records of the target business to verify that the information provided is correct by liaising with their accountant.
- Reporting our findings to you, highlighting any areas of concern, so you have peace of mind over your potential purchase.

For when you’re thinking about your plans that are a little further in the future.

- Exploring your reasons for selling, and prioritising your objectives e.g, price expectations, exit timeframe & protection of your team.
- Assessing the current structure, including the capabilities and wishes of your management team, to explore the most appropriate path for you, the company, and your employees.
- Reviewing your tax strategy to make sure don’t pay more tax than you need to.
- Reviewing your personal wealth and your retirement plans.
- Creating a formal strategy to ensure the plan works towards your objectives.

We know you’re probably thinking…