Our approach
What to Expect When You Talk to Us
Selling a business you have spent years building is not a decision to rush, and it isn’t one you should have to navigate blind. Here is exactly what happens, step by step, from your first conversation with us to the day we complete.
A confidential conversation
We start with an informal, no-obligation conversation. We’ll ask about your business, your team, and what you’re hoping for from a sale. You’re free to ask us anything in return. Nothing here commits you to anything.
Understanding your business
If there’s a fit, we look more closely at what makes your business valuable: the quality and length of your client contracts, the strength of your team, your regulatory standing, and your recurring revenue. This tells us, and you, what a realistic offer looks like.
An indicative offer and Heads of Terms
We put forward an indicative offer based on maintainable earnings and contract quality, and we explain exactly how we got to that number. If you’re happy to proceed, we set this out in Heads of Terms: a clear statement of our intent and the formula behind the offer, not a binding contract on either side. What it does commit us to is a defined period of exclusivity, so you’re not fielding multiple buyers while we work through due diligence together.
Due diligence
Our team runs commercial, financial and legal due diligence, coordinated on our side so it doesn’t fall on yours. We’re checking that the picture matches what we agreed; you should expect us to ask direct questions, and to answer yours just as directly.
The purchase agreement
Your solicitor and ours draft and agree the sale and purchase agreement, covering price, payment terms, warranties, and any deferred or staged consideration. This is where the deal becomes legally binding, so nothing here is rushed.
Completion and transition
We complete the deal and manage the transition with your team and clients, with as little disruption as possible. What happens to your name, your people and your client relationships is agreed in advance, not decided afterwards.
Life after acquisition
Once the deal is done, we get to work supporting and growing the business. If you want to stay involved during a handover period, or beyond it, we agree what that looks like before completion, not after.
Considered, not rushed
A process built around certainty
Every stage exists to give you clarity before you commit to anything. You will always know what happens next, what we need from you, and what you can expect from us.
Frequently asked questions
Common questions from business owners
Will you keep my staff?
Yes. Your team’s expertise is part of what we’re buying; we have no reason to disrupt it.
Will the business name change?
Not without good reason, and never without discussing it with you first.
How long does the process take?
It varies, but a straightforward deal typically completes within a few months of Heads of Terms being signed.
How is the price set?
On maintainable earnings and the quality of your client contracts, explained to you in plain terms, not just asserted.
Do I need to walk away completely?
No. Many sellers stay involved for a transition period, or longer if that suits both sides.
Every conversation is confidential