it starts with

a simple conversation

Selling a business can come preloaded with new jargon and business owners have enough on their plate dealing with daily operational issues, without having to add further stress in learning to speak in ceremonial legalese. Leave that with us!

Our succession support system is broken down into 5 key steps.

Step 1 Initial Triage Session

The initial triage triage session is complimentary and helps us to understand your ongoing concerns, expectations and how best we can address them to align with the correct approach for you and your business. It also serves a more fundamental purpose as to whether we would be a good fit for your business. The business triage session is available by scheduled appointment only (booking link on next page), this is to respect the time needed to discuss the framework of service without any commercial distractions.

Step 2 Brand Health Check

Following the initial triage session, if the business meets our criteria for support then we will arrange a further session to undertake a Brand Health Check. It is a holistic assessment covering 7 pressure points in the business. The results help to gain a deeper diagnosis of areas that need addressing along with prescribed recommendations to help strengthen your business brand position and value.

Step 3 Succession Options Strategy

This particular consultation embodies the findings from step 1 and step 2 in order to give a range of succession options available and the prescribed recommendations to achieve each option.

 Each strategy is curated to your specific needs and the selected option chosen reviewed by regulated professional advisors to reduce financial risk to all stakeholders and the business. Upon completion, you will be able to pursue the financial freedom that can only be secured from a successful succession strategy. We are happy to hold your hand through the whole process from start to finish. We can utilise our support package systems to help assist your management team every step of the way to fulfill the prescribed recommendations within a pre-agreed timescale (subject to availability).

Step 4 Scale Support Package

If your Following on from the triage session and providing the business has met the criteria threshold,

we will proceed to send an invitation link to schedule a session for the purposes of conducting a business health check. The results help us to determine how best to leverage services to maximise enterprise value. It covers 7 critical asset components within the functioning business and enables us to gain a deeper diagnosis of areas that need addressing along with prescribed recommendations to help strengthen your business brand position and value. We can utilise our support package systems to help assist your management team every step of the way to fulfill the prescribed recommendations within a pre-agreed timescale (subject to availability).

Step 5 Sale Support Package

If your Following on from the triage session and providing the business has met the criteria threshold,

we will proceed to send an invitation link to schedule a session for the purposes of conducting a business health check. The results help us to determine how best to leverage services to maximise enterprise value. It covers 7 critical asset components within the functioning business and enables us to gain a deeper diagnosis of areas that need addressing along with prescribed recommendations to help strengthen your business brand position and value. We can utilise our support package systems to help assist your management team every step of the way to fulfill the prescribed recommendations within a pre-agreed timescale (subject to availability).

 Aftercare Support

If your Following on from the triage session and providing the business has met the criteria threshold,

we will proceed to send an invitation link to schedule a session for the purposes of conducting a business health check. The results help us to determine how best to leverage services to maximise enterprise value. It covers 7 critical asset components within the functioning business and enables us to gain a deeper diagnosis of areas that need addressing along with prescribed recommendations to help strengthen your business brand position and value. We can utilise our support package systems to help assist your management team every step of the way to fulfill the prescribed recommendations within a pre-agreed timescale (subject to availability).

The preparation, implementation and exit of your succession strategy should be as smooth as possible.