The process
Six clear steps, typically 12 to 16 weeks from first conversation to completion — with a target close of around 90 days.
We begin with a private conversation — no paperwork, no commitment. I want to understand the business you've built, why you're considering a sale, and what a good outcome looks like for you personally. If it isn't a fit, I'll tell you honestly and you've lost nothing but an hour.
Before any meaningful information changes hands, we sign a mutual non-disclosure agreement. You then share headline financials — typically the last two to three years of accounts and any management information. This isn't an audit; it's the homework we need to make a fair, considered offer. Your staff, customers and competitors need never know.
We present a clear, written indicative offer covering price, structure and any conditions — and I'll walk you through exactly how we arrived at it. There's no pressure, and you're encouraged to take independent advice. We're comfortable with full buyouts, earn-outs, partial sales, vendor finance and phased exits, so the structure can be shaped around your goals and tax position.
Once terms are agreed, our advisory team runs a focused, proportionate review of the financials, contracts and operations. We're not hunting for reasons to reduce the price — we're building the confidence to complete. If something material does emerge, you'll hear it from us directly and early.
Our solicitor prepares the sale and purchase agreement and works alongside yours to reach completion efficiently. Funding is already arranged through our finance partners by this stage — sized to what the business can comfortably support, never loaded with debt it has to outperform simply to service.
We agree a transition that suits you — a short handover, or a longer consulting involvement if you'd prefer to stay close. I take on the business personally: keeping your team, honouring your commitments to customers, and building on what you created. That's the point of all of this.
No forms to labour over, no commitment required. Reach out and I'll take it from there — personally, and in confidence.
Get in touch