
We start with foundational questions to assess independence and readiness for unforeseen events. Does your business run without you. Do you have a manager you can trust. We gather your timeline and exit intent. How long have you been in business and plan to stay. Do you have a strategy. This creates a customised roadmap highlighting risks, opportunities, and valuation gaps, inspired by sellability factors like dependencies and growth potential.
Next, we evaluate your core systems ("Do you have a documented, technology-driven setup? Is it AI-augmented for efficiency?"). We explore outsourcing options to cut costs, identify bottlenecks in workflows and dashboards, and build redundancy to reduce owner reliance.
We assess leadership ("Do you have a full executive team?") and suggest fractional alternatives like part-time COOs or CFOs to plug gaps, emphasising cost savings of hundreds of thousands to millions for better scalability.
We review revenue profiles, concentration ("Is any customer >10%?"), self-funding ("Enough cash for 3 months?"), and margins ("Gross >10%?"). Using tools like our market-ready spreadsheet, we de-risk with SWOT details and introduce earn-out structures to maximise value and buyer confidence.
We probe lead generation ("Solid marketing plan?") and digital presence ("Website inviting?"), exploring growth levers like brand refreshes. Drawing from our experience with hundreds of businesses, we offer non-confrontational ideas for reliable revenue.
We check key personnel ("Locked in with share options?") and transform inefficiencies using fractional resources, outsourcing, or AI to create an independent structure for continuity.
We compile essential documents like Information Memorandums covering markets, TAM, and financials, securing options to buy or broker based on valuation templates from past deals.
Finally, we handle NDAs, due diligence data rooms, NBIOs, negotiations, and closures—earning brokerage fees while focusing on alternatives like direct acquisitions to ensure discreet, value-maximising outcomes.
