Confirm strategy
Initial meeting
Deal feasibility
Stage 1
Identify key people and incentivise them
Stage 2
Vendor process and vendor preparation
Stage 3
Growth plan
Stage 4
Exit event
Stage 5
Consider the eventual outcome and requirements of the business and ensure shareholders’ intentions are aligned.
High level discussion.
Agree outline pre-sale plan for the next 6 to 24 months, the more advanced the better.
Exit timing considerations.
Group structure review and tax planning.
Risk mitigation and transaction surety.
Market appetite and buyer universe.
Incentive structuring.
Continuity post deal.
Are there any gaps?
Who are the management team?
Valuation and timing.
Marketing.
Offers and negotiation.
Due diligence and legals.
Process management and deal delivery.
Clear and focused growth plan established.
Ambitious and deliverable.
Forecasts produced.
Sense checked and challenged.
Business readiness review – financial tax, operational and legal issues.
Preparation and remedies.
Data book and full vendor prep.
Vendor DD if necessary.
Click on the arrows to view stages
Incentive structuring.
Continuity post deal.
Are there any gaps?
Who are the management team?
Identify key people and incentivise them
Stage 2
Business readiness review - financial tax, operational and legal issues.
Preparation remedies.
Data book and full vendor prep
Vendor DD if necessary.
Vendor process and vendor preparation
Stage 3
Valuation and timing.
Marketing.
Offers and negotiation.
Due diligence and legals.
Process management and deal delivery.
Exit event
Stage 5
Clear and focused growth plan established.
Ambitious and deliverable.
Forecasts produced.
Sense checked and challenged.
Growth plan
Stage 4
Consider the eventual outcome and requirements of the business and ensure shareholders’ intentions are aligned.
High level discussion.
Agree outline pre-sale plan for the next 6 to 24 months, the more advanced the better.