Services for Business Owners

This is the ongoing consultancy service with one of our consultants, which includes ongoing pre-sale check-in / accountability sessions, to discuss progress with the Business Sale Readiness Roadmap. You choose the frequency of the meetings e.g. monthly, quarterly, half-yearly or annually depending on how quickly you want to accelerate the process.
These meetings will be where we start working with you on the mindset needed for selling a business. We can cover the different stages of a business sale e.g. preparing for the valuation; preparing for negotiation; and the transition / post-sale mindset.
So, there are two main elements to the sessions: (1) the accountability of tracking progress towards the business sale goal including discussing any challenges encountered; and (2) helping you prepare for what you are likely to experience in the future.

Cost: £995 +VAT 90-minute meeting (via Teams call)

A comprehensive audit of your current state of business sale readiness. It will provide an external assessment of key lines of enquiry including: management and succession planning, financials and pricing, sales and marketing, systems and processes, how you look to the outside world, competition and due diligence preparedness. The audit will provide clear recommendations on how to progress in each area, where further work is required with the roadmap giving you an actionable working document that you can use to track your progress. The results of the Audit are discussed with you in a 3-hour workshop with your consultant (either via Teams or in-person).

Cost: £8,495 +VAT

For the times when you just need to speak to a business sale expert. Perhaps you have received an enquiry about whether you are interested in a business sale or you have received an offer for your business. Either way, having time with Andrew Morrison to talk things through and get a valuable external perspective will prove very helpful. This service is also available for any other aspects of your business which you would like to discuss with your consultant.

Cost: £745 +VAT 60-minute meeting (via Teams call)

Once you have accepted an offer for your business, in almost all cases there will be a due diligence phase. This is where you must provide a significant amount of information about the business including much documentary evidence. Our document due diligence service helps you with the organisation of your information (including within a secure digital data room environment if desired). We will also give you our view on any gaps which the buyer or their professional advisers may identify, thus giving you time to plug the gaps before submitting to the buyer / their professional advisers.

Cost: £195 +VAT per hour