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.



You've already built a thriving business, balancing the demands of growing revenue, streamlining processes and managing risks every day. Our role is to work alongside you, taking the buyers perspective, and help you to fortify your business, close any gaps, and position it for a successful and lucrative exit.



If you’re planning to exit within the next 6-24 months, getting prepared now will ensure you're ready for anything, and will give you the confidence to move forward with clarity and confidence.


Some Key Considerations...

buyers perspective

Take a Buyers Perspective

Buyers usually look for businesses that demonstrate sustainable growth, reliable cashflow and minimal risk. By viewing your business through their lens, you can identify and address potential concerns before they impact valuation or credibility. 

Quality of revenue

Quality of Revenue

Not all revenue is created equal. Buyers value predictable, diversified revenue streams with strong margins. Focus on building recurring revenue, reducing customer concentration, and improving profit margins. According to recent M&A data, businesses with recurring revenue models command 2-3x higher valuations.

Operational excellence

Operational Excellence

Streamlined operations and documented processes make your business more attractive and more valuable. This means having clear procedures, efficient systems, and strong internal controls. Well documented operations reduce risk and make transition easier for potential buyers.

Risk mitigation

Risk Mitigation

Every business has risks, but prepared businesses manage them effectively. This includes reducing owner dependency, protecting intellectual property, diversifying supply chains, and maintaining strong compliance and governance programs. Each risk you address increases buyer confidence and business value.

Financial management

Financial Management

An attractive acquisition target is one that maintains clear, up-to-date and accurate financial records. Robust accounting processes and internal controls, regular external audits, demonstrable budget and forecasting systems, and optimized working capital and cashflow management will inspire confidence.

We'll encourage you to look closely at many aspects of your business over a longer-term horizon, and we'll be taking the buyers perspective to help you focus on what builds strategic value when it comes time to sell...


Financial preparation

Financial

Financial records, financial systems and tax planning.

Commercial preparation

Commercial

Customer relations, market position, sales & marketing.

Legal & compliance preparation

Legal & Compliance

Corporate structure & governance, contracts & agreements, risk management.

Operational preparation

Operations

Operational efficiency, supply chain, technology & systems.

HR preparation

Human Resources

Organisation structure, employee management, culture & engagement.

Strategic preparation

Strategic

Build your company's strategic value and tie everything together.

How this stage of the process works...

Contact us

Reach out to us via the contact form.

Risk-free consultation

You'll learn about us, our methodologies and what to expect.

Initial assessment

Following some detailed Q&A, we'll deliver our initial report.

Follow-up meeting

We'll talk it all through, and discuss the opportunities together.

Agree next steps

This could be planning, preparation or go straight to market.

Reach out for a risk-free consultation

Start My Exit Plan Now

No obligation, no cost, no pressure, just expert advice