Before approaching buyers, we carry out a structured programme of pre-sale due diligence on your business. This process is designed to identify, address, and where appropriate strategically position any issues that a buyer would inevitably uncover during their own investigation. By managing this proactively, we significantly reduce the risk of price reductions, delays, or aborted transactions later in the process.

This stage typically includes normalising EBITDA, assessing the sustainability and quality of earnings, stress-testing customer and supplier concentration, reviewing key contracts, and evaluating operational, commercial, and legal risks. Where improvements, adjustments, or clarifications are required, we will advise you clearly, commercially, and with a firm focus on value protection. Not everything needs to be “fixed” – part of our role is to ensure risk is correctly positioned so it does not unnecessarily undermine the deal.

We will always work to your preferred timescales and commercial priorities. For some clients, speed is critical; for others, value maximisation and risk reduction take precedence. While we can move quickly when required, our experience consistently shows that the more time we are given to prepare a business properly, the stronger the outcome. Extended preparation allows us to enhance key value drivers, resolve issues that would otherwise weaken negotiations, and create a more robust platform for a successful sale.

This preparation phase is one of the most valuable elements of our entire process and is a major contributor to achieving strong valuations, smooth legal due diligence, and clean, stress-free exits.

Once your business is fully prepared, we will create a suite of professional marketing materials that present your company in the strongest possible light. This typically includes an anonymous buyer teaser, a detailed Information Memorandum, and a supporting financial model.

At the same time, we will compile a carefully targeted list of credible acquirers. Buyers are approached discreetly and only provided with information once confidentiality agreements are in place. All communication is managed by us to protect your time, your staff, and your commercial relationships.

This ensures complete control of the process while maintaining confidentiality and competitive tension.No information is ever shared with any third party without a fully executed Non-Disclosure Agreement (NDA) in place, ensuring your business, your data, and your identity remain fully protected throughout the process.

Where required, we are happy to recommend experienced commercial solicitors who we work closely with and trust to deliver at the highest level specifically for the negotiation of the Share Purchase Agreement (SPA) and associated transaction documents. That said, you are always free to use your own legal advisers if you already have a preferred firm in place.

Once Heads of Terms are agreed, the transaction moves into formal legal and financial due diligence. This is where many deals lose momentum without strong project management. We remain fully hands-on throughout this phase.

We manage buyer questions, coordinate closely with your legal and accounting advisers, maintain momentum, and protect your position throughout the negotiation of the Share Purchase Agreement and disclosure process. Our focus is on preventing retrades and ensuring the deal completes on the terms agreed.

On completion, we take the time to mark and celebrate your exit with you, recognising both the commercial achievement and the personal milestone that selling your business represents.

We pride ourselves on running a fully managed, discreet, and highly professional sale process. From onboarding to completion, you will have clear communication, honest advice, and a team fully aligned to achieving the best possible outcome for you.

Our role is not simply to sell your business,  it is to protect what you have built and ensure you exit on the right terms.