The Process

What Happens After
You Say Yes

Selling a business you've spent decades building is a big decision. Most owners have never done it before. Here's exactly what the journey looks like, step by step — so there are no surprises.

1
Initial Conversation
Week 1
A confidential, no-obligation conversation. We learn about your business, your situation, and what you're looking for. You learn about us — how we work, what we invest in, and whether the fit feels right. Nothing is shared with anyone. No paperwork. Just a conversation between two people.
2
NDA & Information Sharing
Weeks 2–3
If we both want to explore further, we sign a mutual NDA. You share high-level financials — typically the last three years of accounts and a recent management pack. We review them privately and come back with an initial view on value and structure. No armies of advisers. No intrusive questions at this stage.
3
Site Visit & Meeting
Week 3–4
We visit the business — see the operation, meet key people (discreetly if needed), and understand the day-to-day reality. This isn't a formal inspection. It's about understanding the business from the inside, not just the numbers. We usually know within an hour whether the fit is right.
4
Heads of Terms
Weeks 4–6
We put forward a Heads of Terms — a short document outlining the proposed price, deal structure, timeline, and key conditions. This isn't binding but it gives both sides clarity and a framework to work within. We keep this simple and plain-English. No unnecessary complexity.
5
Due Diligence
Weeks 6–12
The formal review of the business — financial, legal, commercial, and operational. This is where accountants and lawyers get involved on both sides. We try to make this as painless as possible. We provide a clear information request upfront and work through it methodically rather than drip-feeding requests over months.
6
Legal Documentation
Weeks 10–14
The Share Purchase Agreement (SPA) and associated documents are drafted, negotiated, and agreed. This runs in parallel with the tail end of due diligence. Both sides have legal representation. We push for clean, fair documentation — not 200-page contracts designed to trip people up.
7
Completion
Weeks 12–16
The deal completes. Funds transfer. Ownership changes. On the day, it's usually a signing meeting (or these days, DocuSign) and a phone call to confirm funds have landed. Then we tell the team together — usually the same day — and the next chapter begins.
8
Transition & Integration
Months 1–18
You stay on in an agreed role — usually a consultancy arrangement for 12–18 months. You help us understand the relationships, the rhythms, and the unwritten rules of the business. We start working with the team on the operational improvements and growth plan. No rush. No disruption. Just a smooth handover that protects what you've built.
9
Growth
Year 1 onwards
This is where the real work begins — and where the value is created. We deploy capital, systems, and operational expertise alongside the existing team. Revenue grows. Margins improve. The team develops. The business becomes worth substantially more than the day we bought it. That's the plan. That's what we do.

Every deal is different

These timelines are typical but flexible. Some deals complete in 8 weeks, some take 6 months. We work to your pace and your comfort level. The only thing that's non-negotiable is confidentiality.

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