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
