Preparing for sale
We occasionally speak to founders who can see a sale on the horizon in the next few years but aren’t yet ready to step back from their business.
In these cases, we work alongside you to prepare for a sale in advance. This involves providing clear instructions on what data you need to prepare and track to ensure the highest rate of success when you come to sell.
We typically arrange quarterly meetings to give you market updates as well as provide an ongoing sense of valuation ranges and the types of buyers who would be a good fit so you are informed when the time comes, or are able to move quickly should your plans change.
Our process
We understand that selling your business is a significant milestone. That’s why we’ve developed a transparent, client-focused approach designed to ease your journey.
If you'd like to discuss your plans in detail, arrange a confidential conversation with a member of our team.
CONSULTATION
We begin by getting to know you, your goals, your business, and what it is that you really want and need from a transaction. The initial consultation enables us to assess your situation and develop a unique plan to meet your specific needs.
MEETINGS
We facilitate and chair meetings with potential buyers for your firm. We ensure an agenda is set so the time is used properly, and you have all of your questions answered. A member of our team will take detailed minutes for each meeting so that you fully focus on the conversation.
MATCHING
Based on the information we gather during our initial conversations we will present you with potential buyers who align to your specific criteria. We will highlight why they are a fit, what risks or challenges each deal might have, and also insight on the valuation they would place on the business.
DEAL MANAGEMENT
From the initial conversation all the way through the process we will be with you. Selling can be a stressful process and there are many moving parts at each stage of the deal. We will make sure you know what is happening and what is expected from each party at every point.
