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The process
Five stages, deliberately contained. You should know what happens at each point, what we need from you, and what you will have at the end.
A short discussion, usually by telephone or video call, to understand the business, your circumstances and the questions you want the review to answer. We use it to agree whether a review would be useful. If we do not think it would be, we will tell you.
We send a proportionate list of what we need: recent accounts and management information, an outline of how the business operates, and detail on the main customers, contracts and commitments. It is a request for context, not a due-diligence exercise, and we agree the list with you first.
We work through the business under an exit-readiness lens: dependency on the owner, management depth, financial clarity, concentration, documentation, continuity and transferability. We identify what is material, what a buyer or successor would question, and what could reasonably be improved.
You receive a concise written report in plain English. It sets out the position as we find it, the principal strengths and vulnerabilities, the issues most likely to affect your options, and a sensible order of priorities. It is written to be read once and used repeatedly.
A conversation to talk the findings through, test them against what you know, and answer questions. Your accountant or solicitor is welcome to join. Afterwards, the report is yours and there is nothing further to commit to.
Your involvement
The demand on your time is modest, and most of it is in the two conversations rather than in paperwork.
We do not ask you to prepare anything specially, and we do not need perfect records. How the information looks today is itself part of the picture.
Timing and control
The written review is usually within two to three weeks of receiving the information required. That is an estimate rather than a promise, and we confirm expected timing at the outset. Where something needs longer, we say so before starting rather than afterwards.
What happens after the review is entirely your decision. There is no next stage to buy, no process to enter, and no follow-up sequence. Some owners act on the priorities immediately, some take a year over them, and some conclude that the time is not right. All of those are legitimate answers.
The first discussion costs nothing and commits you to nothing. It is simply a way of establishing whether a review would be worth your while.
Fixed fee: £995. No success fees. No obligation.