- Confidential intro (10–15 mins)
A quick conversation to understand what you’re thinking and whether it’s worth exploring.
- High-level snapshot
We cover revenue/earnings range, team size, what you do day-to-day, and what a “good outcome” looks like.
- Indicative view
We’ll tell you if it looks like a fit and what a realistic pathway could look like (timing + next steps).
- NDA + diligence (only if you want to proceed)
We’ll request information progressively. You stay in control of what you share and when.
- Offer → settlement → transition plan
If it stacks up, we move to a written offer and agree a practical transition that protects staff, customers, and continuity.
What we need to give an indicative view (bullet list):
- Last 2–3 years sales + earnings (a P&L is ideal)
- Team size + owner role (what only you do today)
- Customer mix (high level only — no names required initially)
- Why you’re considering selling + preferred timing
- Any key risks you’re aware of (leases, dependencies, disputes, etc.)
Confidentiality note:
We don’t publicly list businesses. If you prefer, you can keep the business name private until an NDA is in place.