Initial meeting
Confirm strategy
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.
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.
Stage 1
Deal feasibility
Consider
Eventual outcome and requirements of the business
Confirm strategy
Initial meeting
Ensure
Shareholders’ intentions are aligned
Discuss
High level discussion
Agree
Outline pre-sale for the next 6 to 24 months
Stage one
Deal feasibility
Assess
Market appetite and buyer universe
Risk
Mitigation and transaction surety
Review
Group structure and
tax planning
Consider
Exit timing
Stage two
Identify key people and incentivise them
Assess
Are there any gaps?
Identify
The management team
Continuity
Continuity post deal
Incentive
Incentive structuring
Our step-by-step guide from initial assessment through to exit
Stage three
Vendor process and vendor preparation
Investigate
Vendor due diligence if necessary
Prepare
Data book, remedies and full vender preparation
Review
Business readiness, financial tax, operational and legal issues
Stage four
Growth plan
Advise
Sense checked and challenged
Analyse
Forecasts produced
Target
Ambitious and deliverable
Establish
Clear and focused growth plan
Stage five
Exit event
Delivery
Process management and deal delivery
Negotiate
Offers, negotiation, due diligence and legals
Promote
Marketing and communications
Promote
Clear and focused growth plan
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