The best time to prepare for a sale is before anyone is asking.

Value in a transaction is largely determined before the process begins. For owners one to three years out from a potential sale or transition, we run a structured readiness engagement.

The engagement

Readiness review

A candid assessment of the business through an acquirer's eyes — earnings quality, customer concentration, key-person dependence, contracts, systems and information.

Value and risk drivers

Identifying the specific factors most likely to move price or scare a buyer, and a prioritised plan to address them.

Structure and housekeeping

Working with your legal and tax advisers to ensure the ownership structure, records and compliance position won't cost you money or momentum in due diligence.

The owner's own readiness

Timing, life after the business, and what a good outcome means — the questions that determine whether a deal that can be done should be done.

Well suited to

Owners with a three-to-five-year horizon; businesses that have received informal interest; owners who want optionality without committing to a sale.

The output is a practical roadmap — and a business that can respond from strength if an approach arrives earlier than planned.

Enquiries

Start a conversation.

The first conversation is confidential, without obligation, and usually the most valuable hour of the process.

All services

Schedule a consultation