Audit your Business Readiness for Sale

  • Could you sell your business?
  • Would you want to sell?
  • Thinking about an exit in a few years time?
  • Any idea what it would be worth?
  • Who are potential buyers?
  • How can you maximize your value?
  • How can you minimize tax and finance costs?

If you are a few years away from an Exit, you have the time you need to be better prepared, to maximize your exit value. Our business sale valuation is the first step in understanding where you actually are now, and the steps that will get you where you want to be.

If for personal reasons you are looking to exit now, we may be able to help improve the exit situation, but it will depend on what we discover during your audit process.

In one Industry statistic, 80% of SME businesses listed for sale never sell!

There’s a high chance that if you’re not well prepared, you would be one of those.

How is my audit carried out?

We spend a day in the business with you and your senior team, gather the necessary information and conduct interviews.

We examine your financials including 3 years accounts, cashflow forecasting,

What is in my Audit?

We output you a detailed report which includes the following actionable areas:

  • Current Business Valuation with explanation & breakdown of key factors
  • A breakdown of opportunities to move to a higher valuation
  • Key business valuation improvements, broken down by:
    • Industry
    • Financials, reporting and cashflow forecasting
    • Customers, retention, recurring revenues
    • Products and Services
    • Systemisation
    • People and culture
    • Delegation and Succession
    • Shareholder Dependencies
    • Sales and marketing
    • Diversification
    • IP and Defensability
    • Scale and Scalability

In each area the performance of your business is evaluated against our valuation playbook, and the outcome is presented to you in a clear and easy to action format.

How long does it take?

Your business sale valuation report is available one working week after the day we spend in your business.

What Documents will we need?

We will use as much of the documentation as is available to us – where a document is missing or not available we can continue and work around it. We will provide you with a list of the documents and accounts we would like to see at the start of the process.

What should I do next?

Your audit clearly lays out next steps to be taken to increase the valuation of your company and prepare for a life-changing exit. It is laid out in such a way that you should be able to carry out the majority of our recommendations yourself, or with the help of your senior team.

We can also re-engage with you after the report and audit if you would like additional assistance in putting in place any of the recommendations of the audit.

What does it cost?

  • Business with less than £10m turnover: £1250 (GBP)
  • Business with £10m – £30m turnover: £2500 (GBP)
  • Business with turnover over £30m P.O.A.

How do I Start?

Contact the team and we’ll send you a short form with sign-up questions and payment details for your business sale valuation and audit. We’re also happy to answer any questions you may have about it.