Industries · Professional Services
Selling a professional services firm.
In a professional services firm, much of the value sits with the people and the client relationships. Buyers want to see that both will stay after the sale. We help owners plan for that and present it credibly.
Who we work with
Owner-led firms in business, technical and specialty professional services.
Engineering & technical consultingEnvironmental & testing servicesAccounting & bookkeepingIT & managed servicesInsurance agenciesStaffing & recruitingMarketing & creative services
What buyers look at
What shapes the value of a professional services firm.
01
Client relationships
Long-standing clients and relationships spread across the team, not held only by the owner, reduce transition risk.
02
Recurring engagements
Retainers, repeat projects and multi-year contracts give buyers visibility into future revenue.
03
Team and succession
Senior staff who lead client work and a clear succession plan make the firm more transferable.
04
Reputation and specialisation
A recognised niche or specialist expertise can attract strategic buyers looking to expand their capabilities.
Confidential valuation and market analysis
Buyer identification and confidential outreach
Negotiation and deal structuring
Full support through due diligence and closing
Confidential consultation
Discuss Your Options Confidentially