Preparation
We will have a non-obligatory and confidential meeting with you to see if the conditions are right for a sale. We will look at the various operating aspects of your business and get a feel for its saleability. Together we shall then discuss the various options and answer any questions you may have.

Instruction
Our terms of engagement are agreed in writing and we commit to selling your business at a price you are happy with, one that is consistent with the marketplace.

Documentation
You would provide us with all the necessary documents and data we require to sell the business. From this we will compile an extensive Executive Summary and Information Memorandum designed to generate interest and excitement in the marketplace. All your documents will be kept confidential until we have your permission to release them to an interested party.

Click here for an overview of the kind of information we are likely to ask for.

Research and marketing
We research and develop a bespoke marketing plan aimed at securing the greatest number of qualified prospects. Your approval for all of our marketing documents will be gained prior to executing the plan.

Screening and introduction
Upon expression of interest, each potential purchaser goes through our rigourous screening and qualification process. Only after your approval will details of your business be released.

Meetings
A meeting is set up with interested parties. This gives you the opportunity to quiz the buyer, and they get to find out more about your business. Meetings can be held in neutral locations in order to maintain confidentiality.

Offers and negotiations
Once we have received an offer, we will immediately present it to you for your consideration. You may decide to accept the offer. Alternatively, you may wish us to draw up a counter-offer. At this stage most offers will be subject to contract and due diligence (see below). We will negotiate with determination to get you the best deal possible, ideally in a competitive environment with several keen purchasers.

Acceptance and Heads of Agreement
Once you have fully understood the terms of the offer and have accepted it, we prepare a document called a Heads of Agreement or Heads of Terms. This is a mutually agreeable explanation of the deal and its terms in plain English. It is the document your solicitors will use to draw up a definitive sale and purchase contract.

Due diligence
The purchaser will want to check legally and financially that the business is all it has been presented to be. This is a critical step for a successful sale. We will maintain close liaison with the solicitors and accountants of both parties throughout to keep your deal on track.

Completion
A completion date will be set where all the parties sign the final contract. Funds are exchanged and the business is transferred.

Handover
Execution of the handover or agreed consultancy.