Owner exit decision to a buyer-ready business
We take off your hands: writing down how you and your directors run the business, benchmarking your numbers and pulling together the pack buyers ask for.
You get: a written record of how the business runs, benchmarked numbers, your exit route tested for affordability and a clean data room for buyers or trustees.
Get a price for thisOr check first: Are we ready for AI?
The problem
I want to step back in a few years but the business still runs through my head.
How the steps join up
It starts when: you decide to plan a sale, management buy-out or employee ownership trust within a few years.
Record how the owner and senior directors run the business
Show which jobs, clients, sectors and divisions make money after overheads
Benchmark the company's financial performance against similar companies using filed accounts
Test whether an employee ownership trust or management buy-out is affordable from forecast profits
Test what-if scenarios for the business plan before directors commit
Your team checks and decides at this step.
Assemble the information pack a buyer or investor will ask for when the owner plans to sell
Prepare the business for an owner exit, sale or employee ownership trust with a clean data room
Your team checks and decides at this step.
What you end up with: The business no longer depends on the owner's head, its numbers stand up against peers, the exit route is tested for affordability, and a clean information pack and data room are ready for buyers or trustees.
Who signs it off: You make the decisions with your corporate finance and legal advisers.
What it needs to work
- Several years of accounts
- Willingness of the owner to write down how they work
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Developers and housebuilders
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?