Our Services

Business owners wanting to sell or exit their business for the first time are often unsure of how to best proceed and tend to rely on the advice of friends and the inexperienced which just leads to more questions: 

• How much is my business worth? 
• How can I maximise the cash I receive on exit?
• What are the different options for structuring a sale, and what documentation will I need to prepare?
• How do buyers think, and how can I best prepare my business for sale?
• What is the market doing and how can I turn this into an advantage for me? 

These questions are just a few of the many questions that business owners have when they are considering to sell their business. 

If you go it alone these questions often stay unanswered until after the transaction has been completed, often at the cost of hundreds of thousands to several million dollars in unrealised value depending on the size of your business. 

Learning by doing is a hard, time-consuming, and very expensive way of selling your  business.   

Now imagine being able to confidently maneuver through this process with an expert who knows where all the pitfalls are and is willing to guide you through the process. 

Instead of focusing on the process of selling your business, you can focus on doing what you do best: running your business better than ever before. 

Together we will implement a proven process, free of surprising disappointments and stressful last minute work. This results in maximising the rewards you rightfully deserve for your life’s work.

So how can you benefit from working with us?

Understand what your business is really worth and why:

Working with investors that acquire companies we have seen over and over again the vast differences between how sellers and buyers value a business. The differences are often based on not just the overall value of a business but also relate to which areas of the business are seen as valuable. As a business owner you know the effort you have put into the different parts of your business, and it is easy to think of this as representing value. The buyer doesn’t focus on past efforts that got you to where you are today. They look at the current and projected earnings of the business, opportunities for additional upside and the scalability of the business. We help you enhance the value of the different components of your business and how to showcase them to potential investors. 

Increase your valuation:

Once you understand what investors consider valuable, over time, you will be able to make your business more valuable. The more time you have to work with, the more you will be able to increase your valuation, but even last minute tweaks can have a substantial positive effect on the valuation of your business for exit. In the short term your valuation can be increased by highlighting and showcasing the benefits that the buyer is after, so this takes center stage in the discussions. Removing or limiting aspects of your business that could be of concern to a buyer is also a part of our process. Although these short term fixes can bring in a nice boost in the sale price of your business there are limitations. Given more time we then can help you with more substantial changes that will improve your valuation even more.     

Understand how a buyer thinks and negotiate with confidence:

Selling a business is not just about the numbers. Psychology plays a very important role in the process. As a first time seller the landscape can be difficult to navigate, and one wrong decision can easily cost you the whole deal, or at best a substantial amount of money. Knowing where, when and how to apply pressure, when to give in, and when to ask for more are decisions we make on a daily basis. You can benefit from our experience in this area, which will allow you to negotiate with confidence and maximise the outcomes you achieve.   

Preparing and streamlining the right documentation for buyers:

Removing friction from the sales process is sales 101, and it is just as important when selling a business. There are many ways friction can occur in a sales process, and one of the most obvious is missing or incomplete information and documentation that the buyer requires. For every week that goes by while you compile missing information a buyer has more time to find reasons not to proceed. An initial lack of complete documentation will also often prompt the buyer to ask for even more documentation to make sure there are no “skeletons in the closet”. We assist our clients in preparing all the necessary documentation ahead of time to ensure a truly frictionless process that presents your business in its best light. 

Deciding the right timing and type of exit:

The value of a business is affected by timing. We always suggest that business owners begin to prepare for their exit well ahead of time. Remember: desperate sellers in a time crunch will always receive a lower price than they could have. You also need to consider externalities such as the general business climate for your particular industry and the economy as a whole. Internal timing issues may be related to the stage your business is in or the direction your market is taking. Personal concerns, such as retirement or generational changes or other personal concerns may also be important factors that dictate timing. We can work through these issues with you and help you make the decision of when is the best time to sell your business. 

Finding the right type of buyer and structure to achieve your ultimate goals:

There are many different types of potential exits to consider including selling to a strategic buyer, private equity, handing the business over to a family member, selling to managers and/or existing employees, or selling to a competitor. You also need to consider whether you sell through a broker, do you offer seller finance, and what is the best structure to achieve your ultimate goals. Each of these options have their own advantages and disadvantages. We will help you assess which strategy best fits your situation, and help you prepare what is needed to make it happen. 

This is a Unique Learning Opportunity that delivers real-world financial returns

Selling your business is more than just a transaction. It is the learning opportunity of a lifetime, or at least it can be when done correctly. Instead of getting bogged down in fixing problems and panicking over last minute work that you weren’t aware you should have done, you could instead learn valuable lessons about how successful transactions are completed at the highest level. 

We see this learning process as an important part of our service that adds immense value for clients. We make sure to structure the process in such a way that every step is clear to you, and we address the components of each step of the process in coaching sessions that allow you to capitalise on your new understanding. 

With our support, you will learn:    

• Business valuations and how to increase your selling price  
• Negotiation skills get the best deal possible
• Value uplift before you begin the selling process
• What documentation is necessary and how to use it to your advantage
• Advantages and disadvantages of different types of exits
• Right timing and how to prepare a business sale roadmap
• How to identify the right buyer
• What happens after you exit your business 

If you believe you would benefit from our support and are willing to invest the time, money, and resources necessary to get there, contact us to proceed with an introductory call.