Here’s an overview of the key services we provide. We cover a full range of transaction support offerings for small and medium business owners, and can tailor an engagement to match your requirements.
If you would like any clarification of these services, or discuss how they might suit you, Get in Touch!
Preparing you and your business to exit on your terms. This is a coaching engagement based on the Exit Planning Institute’s Certified Exit Planning Advisor methodology.
When you don’t have the time for a full exit plan, we can guide you through the key short-term activities that can increase your sale price and improve your chances of sale.
If you want to sell your business yourself, we can be your coach and help you through process from start to finish. A cost-effective option for small businesses
What is your business worth? What are any minority shareholdings worth? We provide independent Business Valuations to guide you on the value of your business.
Thinking of buying a business? Where do you start? We take you through the process to help you find the right business for you and prepare you to be a business owner.
Congratulations! You’ve done the deal. What now? We work with you through the tail end of the deal (e.g., settlement, transition) and running the business as the new owner.
We work with mid-market firms and corporates, undertaking market assessment, target identification, roll-ups, and leading due diligence engagements.
Getting the right deal when you buy or sell often comes down to getting the right terms in the contract and agreeing the right price. We can help.
Want to be your own boss, but don’t want to buy an existing business? Have an idea for a side-gig? We coach you through the start-up process from idea to execution.
A quick, effective, and independent ‘rough guide’ of what your business is worth. A useful way to check the price a broker gives you before you sign a listing agreement.
Advisory-Based Engagements
Advisory-based engagements are professional services where you want us to do the job for you. You want advice tied to a specific outcome, and you want that outcome quickly. This is akin to engaging a lawyer or an accountant, and is effective where you have a time-constrained goal, and just want the job done.
Coaching-Based Engagements
With coaching engagements, you are responsible for the heavy lifting. Our role is to guide you through the process, but you actually do the bulk of the work. These engagements are a lighter touch from us, and extend over a longer period. Coaching is a very cost-effective model for small business owners who are able and willing to do the work themselves, and have the time to get things done.
Contact us to discuss how we can help based on your specific requirements or to ask any questions about our services.