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5 Steps To A Successful Deal
The following 5 steps outline the process for successfully selling your business.
We support business owners to exit their business, secure in the knowledge that they’ve discovered an organisation that will safeguard their team, honour the business’s legacy, and preserve its unique culture.
Step
1
Confidential Discovery Meeting
A completely confidential fact-finding meeting can help us establish whether a deal is likely. At this meeting, we will seek to establish the business’ current and potential future profitability and consider factors such as market demand, competition and the company’s unique value proposition.
Step
2
Identifying Obstacles to Sale
Every sale faces its share of challenges before reaching completion. Factors like financial statements, customer base, and growth potential are carefully evaluated. Obstacles such as a shortage of management successors or incomplete financial documentation and systems have been successfully navigated in past transactions. If you’re facing some of those concerns, we’ve been able to help owners just like you to navigate a safe path through to a successful exit of the business.
Step
3
Agreeing a Fair Value and Deal
A fair and reasonable valuation will be agreed upon based on financial performance, market conditions, asset value, intellectual property, and goodwill. A deal structure and Heads of Terms will then be agreed upon.
Previous deals have been agreed and structured to ensure owners have been able to enjoy a comfortable retirement, with sellers receiving a lump sum payment and further structured payments.
Step
4
Post-Acquisition Planning
Business owners like yourself, quite rightly want to know what the future will hold for their company after they exit. We establish a clear strategy for carefully managing each business after purchase. This often includes investment, systems and processes.
Existing teams are always a priority in future planning because people are the backbone of your business, we’re sure some of them are almost like family. We have an experienced team that just focuses on the people to ensure they’re happy and feel safe. Your staff are also protected by the TUPE regulations.
It’s important to us that post-sale, you’ll be able to bump into either staff or customers in your local community and they’ll cross the road to come and say hi.
Step
5
Ensuring a Smooth Transition
A smooth transition is crucial, we ensure a well-defined plan is in place to transfer ownership, knowledge, and relationships.
Transparency and collaboration are paramount in our process, ensuring a smooth transition that preserves the essence of the business. Our dedication extends beyond the deal itself; it encompasses a sincere desire to witness owners embark on a well-deserved journey of personal fulfilment and enjoyment, secure in the legacy they’ve crafted and the opportunities that await them.
We pride ourselves on collaborating closely with the existing owner/s during the transition period to ensure the business maintains customer loyalty and minimises disruption.
Our mission is to facilitate a seamless transition, allowing owners to embark on the next chapter of their lives with the assurance that their legacy is entrusted to a safe pair of hands.