How Does It Work?

We understand this can be a big decision, and the process can seem daunting. Below, we have outlined the step-by-step process from the initial meeting to make an offer for the business. We can provide support at each step to make the process as simple as possible. This is an illustrated example and may change depending on circumstances.

Step 1 - Introduction

We meet through an intermediary, phone call, email, etc. We have an initial discussion about the business and the goals you want to achieve in selling the business. We will ask you some high-level questions about the company.

Step 2 - Sign NDA

If both parties are interested, after the initial conversation, we will sign a non-disclosure agreement and request a short list of information.

Step 3 - Site visit

Meet face-to-face and tour the site. If you do not want the employees to know the business is for sale, we can be discreet.

Step 4 - Management Presentation

Management to give a presentation to our Investment Director and Investment Advisor. We will outline the areas to be covered, but the general areas include business background, services/products, management team, organisational structure, strategy, and financial performance.

Step 5 - Final requests

We will request further information or answers that we need to finalise our valuation and offer.

Step 6 - Issue an offer

We will send you an offer outlining the deal structure and the purchase price in writing. After sending the offer, we will organise a meeting to walk you through the offer and provide clarity where needed.