Twostages.Onefirm.Fromowner-runtosold.
- 01DiagnosticDay one
- 02Discovery & baselineWeeks 1 – 2
- 03PreparationMonths 1 – 9
- 04Market-ready & approachMonths 9 – 12
- 05Deal & completionTo the wire
Diagnostic
We find out where you really stand.
Weeks Day oneBefore anything else, an honest read on the business scored the way a buyer would look at it. Eleven questions, about three minutes, confidential. It tells us, and you, where value concentrates, where it leaks, and whether a sale is months or years away.
— Activities
- 01Business health scorecard
- 02Sale-readiness band
- 03Indicative valuation range
- 04Highest-leverage priorities
- 05As-is versus prepared multiple
- 06An honest go / not-yet call
— Deliverables
- Exit-readiness report
- Priorities ranked by value impact
- Indicative valuation range
"Where you stand in front of a buyer today, before you have spent a penny or told a soul."
— The diagnostic
Discovery & baseline
We map the business as it actually is.
Weeks Weeks 1 – 2We map the business as it actually is, find where value concentrates and where it leaks, and set an independent baseline valuation. Everything we create from here is measured against that baseline, including our fee.
— Activities
- 01Process mapping
- 02Data and financial audit
- 03Systems review
- 04Owner-dependency assessment
- 05Customer and revenue analysis
- 06Independent baseline valuation
— Deliverables
- A true picture of the business
- Value-leak map
- Baseline valuation we are measured against
"Most owners meet a buyer with a business that was built to be run, not to be bought."
— On preparation
Preparation
We build the value in, and prove it.
Weeks Months 1 – 9The longest stretch, and the one that moves the number most. We work inside the business: document and automate operations, clean up reporting, move knowledge out of your head and into process, and make revenue predictable. AI lets a small senior team do the depth of work that used to need a large one. The judgement stays with people.
— Activities
- 01Operations: document, streamline, automate
- 02Financial reporting to audit standard
- 03Owner-independence: knowledge into process
- 04Customer and revenue systems
- 05Governance, contracts and compliance
- 06A management layer that can transfer
— Deliverables
- A business that performs without you in every decision
- Accounts and a reporting pack that withstand diligence
- Documented systems and a management layer that transfers
"You cannot delegate a decade of dependency in the weeks before you go to market."
— On owner-dependency
Market-ready & approach
It stands without you. Quietly, we begin.
Weeks Months 9 – 12By the close of preparation the business runs to standard, reports cleanly and stands without you. Now we take it to market the right way: no public listing, no sign over the door. We approach a small number of qualified buyers directly, on a no-names basis, until interest is real. Your staff, customers and competitors learn nothing until you decide they should.
— Activities
- 01Evidence pack assembled
- 02Information memorandum
- 03Data room built in advance
- 04Curated, qualified buyer book
- 05Confidential, no-names approach
- 06Buyer qualification
— Deliverables
- A buyer-ready memorandum built on evidence
- A complete, well-ordered data room
- A shortlist of buyers who can actually complete
"We do not advertise businesses. We approach the right buyers directly, on a no-names basis."
— On the buyer book
Deal & completion
We hold the deal together to the money landing.
Weeks To the wireMost deals die in the long middle, between agreed price and signed contract. We run the buyer's questions, coordinate the lawyers and accountants on both sides, and hold the timetable. We negotiate structure, earn-outs and warranties to protect what you actually walk away with, then a clean handover the buyer can trust.
— Activities
- 01Diligence management
- 02Structuring and negotiation
- 03Earn-outs and warranties
- 04Momentum through the long middle
- 05Completion
- 06Orderly handover
— Deliverables
- A deal that survives diligence
- Terms that protect what you keep
- A clean completion and confident handover
"Price gets agreed in a handshake. Deals are lost in the months that follow."
— On the deal
- 01
A business worth more
A demonstrably higher, defensible valuation, built on evidence a buyer can verify rather than on hope.
- 02
An evidence pack a buyer can underwrite
Clean numbers, documented systems and a complete data room, assembled and ordered before anyone asks.
- 03
A company that runs without you
A management layer and systems that let the business keep performing the month you step back.
- 04
A clean completion
The right buyer, terms that protect what you keep, and the money landing, with your reputation intact.