Services

Pre-Sale

Planning & Preparation

Business Preparation

We begin by evaluating your business’s overall readiness for sale. This includes reviewing financial records, strengthening operations, and improving internal systems. We also help you build out or refine your management team to ensure your business is not just attractive—but scalable and sustainable for the future owner.

Valuation

Our valuation experts determine a realistic, data-backed market value for your business. More importantly, we identify the key value drivers and risk factors that can influence that value—so you know what to expect and how to improve before going to market.

Financial Strategy

Selling a business has major financial and tax implications. Our team creates a customized financial and tax strategy to help you minimize liabilities and optimize your post-sale outcomes. We break down different deal structures and their impacts so you can make informed, confident decisions with no surprises.

During the Sale

Marketing & Transaction

Marketing & Buyer Outreach

We create a compelling marketing campaign to attract the right buyers—in both strategic and financial terms. From crafting marketing materials to managing buyer outreach and screening candidates, we ensure your business is presented with professionalism and discretion to generate serious interest.

Deal Negotiation & Legal Advisory

Our advisors lead the negotiation process, working closely with legal experts to structure a deal that protects your interests. We evaluate offers, coordinate due diligence, and ensure that all legal documents—from letters of intent to final purchase agreements—are clear, favourable, and aligned with your goals.

Post-Sale

Transition & Legacy

Wealth Management

After the sale, we help you develop a plan for managing your newfound wealth. This includes investment planning, tax strategies, estate planning, and aligning your financial roadmap with your personal and lifestyle goals. Our focus is on preserving and growing your wealth for the long term.

Transition Support

Exiting a business involves more than just financials—it’s also about people, relationships, and change. We guide you through the handover process, assist with successor onboarding, and support communication with employees, customers, and stakeholders. We also help you personally navigate the emotional and strategic shift into your next chapter.