Plan your exit before you need to.
Most of what drives value takes time to build. We help owners who expect to sell in one to five years understand where they stand today and what to work on first.
Where we help.
Owners 1–5 years from a sale
Build value on purpose, rather than react to an offer.
Owners with an unsolicited offer
Understand whether it’s fair and what your alternatives are.
Family and management succession
Weigh a sale to family or managers against an outside buyer.
Partners with different timelines
Plan a path that works for each owner.
What the engagement looks like.
- 1Goals and timing
Your financial needs, timeline, role after a sale and priorities for employees and legacy.
- 2Readiness review
Financial records, owner dependence, customer mix, management and systems — the way a buyer would see them.
- 3Value drivers
Identify the changes most likely to increase value, and roughly how long each takes.
- 4Action plan
A practical, prioritised plan you can work through with your team.
- 5Check-ins
Periodic reviews to track progress and adjust as the market changes.
- 6When you’re ready
A smooth transition into a sale process — with much of the preparation already done.
An experienced team, personally involved.
We’ve been in your seat
Our principals have bought, grown and sold companies of their own.
Buyer’s-eye view
We know what buyers test in diligence, so you can fix it first.
No pressure
Planning doesn’t commit you to selling. It keeps your options open.