From Strategy to Success...Navigate the Final Steps with Ease

Ready to make your move? We’ve assessed where you stand, improved what matters most, and now it’s time to get the deal done. This stage is all about turning strategy into reality...

What we'll do:

Craft a compelling deal story
Show off what makes your business shine
Pre-empt any red flags or deal breakers
Find the right fit (using up-to-date industry research, custom investor databases and targeted outreach)
Create a competitive bidding environment with multiple buyers
Support you through the maze of negotiations
Help nail down the right deal structure for you
Streamline the exhaustive due diligence process
Maximise the sale price
Minimize the related tax expense
Work collaboratively with your professional advisors
Help you get across the line

The result: a shorter time on the market, fewer headaches, and the peace of mind that comes from knowing you’ve maximised both value and credibility. We'll make sure everything runs smoothly, so you can focus on continuing to run your business.

We Break Down the Selling Process into Four Easy Steps...

Initial Assessment

We learn about you and your business, your values and what you are hoping to achieve. We'll discuss valuation, take a look at the current state of affairs and develop a strategic exit plan.

Assess Today, Improve for Tomorrow

Research and Prepare

We'll ensure you are prepared for the process and know what to expect. We prepare marketing materials, professionally package your business in readiness for go-to-market, conduct pre-sale financial due diligence and finalise the strategy.

Prepare for a Business Sale

Go-To-Market

This is the exciting part. We'll launch the marketing campaign, approach and qualify buyers, manage preliminary negotiations, and help you get to the stage where you'll need to commit to one buyer and the final step.

Strategic Marketing

The Home Stretch

You've signed the HoT and now we move into the toughest stage of all...giving the buyer full access to everything you've built. We'll help to streamline and manage the due diligence process, work collaboratively with your legal and other advisers, assist in any final negotiations and help you get across the line.

From the HoT to Closing the Deal

Don't leave life changing money on the table!

We'll be really honest and tell you if we think you should work on improving some areas of your business before taking it to market.

We'll help you understand the key value drivers that excite and motivate buyers, so you can make your business irresistible.

STEP 2 - PREPARE

Deciding to Sell is just the start - Here's How We Set the Stage for Success...

Prepare Yourself

By now, you’ll have a good sense of what the process involves. Here, we’ll dive into the details, prepare for any curveballs, and make sure you’re ready for the emotional and operational challenges ahead. Deal fatigue can be tough, but staying focused on running your business is critical to avoid bigger setbacks.

Creating the Narrative

The teaser will help to spark buyer interest. It's a 2-3 page confidential summary of your CIM, that we'll send to multiple buyers before they sign an NDA (Non-disclosure Agreement). The CIM (Confidential Information Memorandum) is typically a 30+ page presentation that will provide buyers with all they need to understand your business and its value, and the opportunity they are being presented with.

Pre-sale Financial Due Diligence

This is sometimes referrred to as QoE or Quality of Earnings. From the moment you sign the LOI or HoT, the buyer will commence their confirmatory due diligence. The key word here is "confirmatory" (rather than exploratory)...anything questionable or inappropriate at this stage could doom your sale. Our goal here is to ensure that any problems or weakness in your financials are identified and remedied in advance. This will also help minimise the time taken and increase the chances of a successful closing.

Paperwork, Paperwork, Paperwork

As well as financial due diligence preparation, you'll need to be prepared for just about anything the buyer might want to know about your business and how it operates. This could include customer and supplier agreements, staff contracts, legal and compliance reports, internal process documents, management projections and budgets, and much more. Being ready with documents at hand and a logical response to any questions can make the difference between success and failure at this critical stage. We can provide a secure environment and help you get organized.

Why Plan?

Planning your exit strategy isn't just about preparing to leave - it's about building a stronger, more valuable business along the way. Whether you're considering selling soon or just want to keep your options open, a well thought-out exit strategy is key to achieving your long-term exit goals.

Why Prepare?

Preparing your business for a sale is about taking control of its future and unlocking its full potential. By identifying areas of growth, addressing vulnerabilities, and building on your strengths, you’ll create a business that’s not only more attractive to buyers but also more enjoyable to run in the meantime.

Why Us?

We’re more than advisers - we’re your partners in planning the next chapter of your life. We’ve been where you are, and we know how overwhelming the process can feel. That’s why we bring a mix of expertise, empathy, and a touch of humour to the table.

STEP 3 - MARKET

It's GO TIME - Let's Show the World What Your Business is Worth...

Buyer List Preparation

Our first step is to identify the buyers who are most likely to see your business as a perfect fit - and who are willing to pay a premium for it. Whether it’s a strategic buyer (like a competitor or industry player) or a financial buyer (such as private equity, family office, a search fund, or a high-net-worth individual), we’ll match your business with the right buyer profile. This targeted approach ensures we’re maximising both the value of the deal and the chances of it closing successfully.

Continuing the Narrative

At this stage, everything is tightly managed, confidential, and laser-focused. We’ll approach only the most senior-level contacts, ensuring every outreach is professional and discreet. Buyers who express interest will sign an NDA before gaining access to your CIM, and we’ll carefully vet each one to confirm they’re serious and capable of closing the deal. Our process follows a structured timeline, keeping things moving without unnecessary delays. You’ll always be in the loop, and no buyer will be contacted without your prior approval.

Managing Information Requests

We’ll handle all information requests, buyer questions, and early-stage negotiations, keeping everything organized and on track. By setting clear deadlines and maintaining momentum, we’ll aim to create healthy competition among multiple buyers to drive up value. With a clear understanding of your preferred deal structure and post-deal goals, we’ll focus on identifying the ideal buyer while keeping you fully informed every step of the way.

Choosing Your Dance Partner

The stakes are rising as we approach a formal commitment. It’s not just about the top-dollar offer anymore - it’s about finding the perfect balance of price, deal structure, terms, and timing. This is the moment where your legal advisers play a key role in reviewing the LOI or HoT. With their expertise and our guidance, you’ll be in the best position to secure a deal that meets your goals and protects your interests.

*YOUR COMMITMENT USUALLY ONLY STRETCHES TO CONFIDENTIALITY, AND OFFERS EXCLUSIVITY TO THE BUYER DURING THE UPCOMING DUE DILIGENCE STAGE.

Targeted outreach, strategic marketing, and creative story telling backed up by your amazing business.

Strategy, planning, preparation, documentation, organization...a roadmap to success.

Professionalism, discretion, adaptability, experience, problem-solving, alignment, value creation, negotiation, collaboration.

With great strategy, planning, and preparation, we help you maximise value and exit on your terms.

STEP 4 - CLOSE

The Hardest Part is here - but Together, We'll Get it Done Right...

Purchase Agreement Should Match The HoT

Getting the Heads of Terms (HoT) or Letter of Intent (LOI) signed is a huge step forward, but it’s not the finish line. This document sets the tone for the rest of the deal, so it’s critical to get it right. Together with your legal adviser, we’ll make sure you fully understand what you’re agreeing to and that the HoT is rock-solid, with no hidden traps waiting to trip you up. By the time it evolves into a purchase agreement, you’ll be confident that everything is in place and there won’t be any last-minute surprises to derail the deal.

Keeping Everyone On Track

Due diligence can be one of the most stressful parts of the sale process, but we’ll handle it for you. We’ll take the lead in managing the due diligence process, ensuring everything runs smoothly and stays on track. From organizing and presenting key documents to coordinating with the buyer and their advisers, we’ll keep the process efficient and focused. Our goal is to minimise disruptions to your business, address any concerns quickly, and maintain momentum so the deal keeps moving forward.

Your All-Stars Delivering a Virtuoso Performance

Selling a business is a team effort, and we’ll make sure everyone is working together seamlessly. From solicitors and accountants to tax specialists and financial advisers, we’ll coordinate with all parties to keep the process running smoothly. During the critical due diligence and closing stages, we’ll act as the central hub, ensuring clear communication, resolving issues quickly, and keeping everyone aligned on timelines and goals. With us at the helm, you can focus on the big picture while we handle the details.

Let's Get It Done, Then Let's Celebrate Together

The final stretch of a deal can be intense, but we’re here to make sure it all comes together. We’ll help oversee every detail, from providing support with any last-minute negotiations to coordinating the final versions of legal and financial documents. We’ll also ensure your team of advisers is fully aligned and ready for closing day. And if any unexpected issues pop up at the 11th hour, we’ll tackle them head-on, working collaboratively with your professional team to develop solutions that keep the deal moving forward. With us in your corner, you can close with confidence.

Reach out for a risk-free consultation

Start My Exit Plan Now