Assess Today, Improve for Tomorrow
The first step to any great exit is understanding the lay of the land. Our assessment process dives deep into your business, your industry, and your personal goals. We’ll review your financials, normalise them to reflect the true value of your business, and provide a valuation range based on what's happening in the market right now. But we don’t stop there. We'll also map out a step-by-step exit strategy that aligns with your vision, enhances your businesses appeal, and maximises its strategic value.
Next, it's time to make your business as attractive as possible. This isn't about fixing what isn't broken - it's about making smart, strategic improvements that makes your business impossible for buyers to ignore. If needed, we’ll help you fine-tune the fundamentals of your business:
- Address and manage risks
- Improve financial systems and reporting
- Grow through strategic acquisition
- Reduce owner dependency
- Be prepared and ready for any approach
This isn’t just about numbers - it’s about setting the foundation for a smooth and successful transition.
By the end of this stage, you’ll have a clear understanding of where you stand and what’s next, and have the peace of mind that you're not leaving any value on the table.
We'll Provide an Unbiased Assessment of Your Business that Includes...
Current Valuation
A valuation range based on recent industry activity and appropriate metrics, indicating factors that are most important to buyers.
Normalised Financials
We'll adjust your financials to eliminate items that won't be relevant to a buyer (for example your personal expenses), thus demonstrating your true business performance.
Tailored Exit Strategy
A high-level summary which will include a list of likely buyer types, recommended steps to maximise value, and a marketing strategy to steer you to a successful sale.
Experience
We have walked this path ourselves, we understand how buyers think, what motivates them, and what they look for.
Knowledge
We bring expertise in all critical areas, a deep knowledge of the sale process, and can manage all necessary services under one roof.
Standards
You can count on us to follow through, speak plainly, and maintain the highest level of professionalism in everything we do.
What Buyers are Looking At when Considering Acquiring or Investing in Your Business...
Opportunity
Untapped markets, novel products, new channels.
Growth
New product lines & markets, capacity to expand.
Market Position
Market leader, disruptive newcomer, niche champion.
Stability
Predictable performance, robust operations, consistency.
People
Well-trained & motivated team, talent retention, engagement.
Culture
Shared values, problem solving, collaboration, loyalty.
Risk
What could go wrong? Challenges, contingency planning.
Assets
Tangible, intangible, anything that holds value.
Intellectual Property
Patents, trade secrets, software, competitive moat.
Leadership
Decision making, vision, continuity, track record.
Valuation
Clear rationale, metrics, compelling story.
Strategic Fit
Synergies, strategic alignment, compatibility.