We worked alongside the business providing support from internal financial support to lead advisory throughout the sale process.

• Company restructure – we embarked on a company restructure working alongside tax professionals to formulate a structure that maximised value for the family.
• Internal financial support – we provided interim financial support ensuring the readiness of comprehensive financial data in readiness of entering a sale process, negotiations and due diligence.
• Market engagement – we embarked on approaching the market to identify potential trade buyers, navigating the market to identify a partner who had the ability to acquire a company of this size together with having aligned values for a third-generation business.
• Strategic Acquisition – we secured a trade strategic buyer who recognised the company’s long-term value, growth potential with the commitment to investing in developing the team and supporting its growth.
• Shareholder realisation – we secured a transaction that secured the family with capital on day one, enabling them to realise some of their investment together with ongoing involvement allowing them to remain active in the business they helped build under new ownership.
• Culture and ethos – it was paramount that the company’s culture and ethos were maintained, ensuring no disruption to the workforce or brand identity.

Business valuations and financial modelling

We deliver independent business and share valuations using recognised professional methodologies and industry best practice. Our valuations support a range of requirements, including transactions, shareholder agreements, dispute resolution, succession planning, investment decisions, and regulatory or tax purposes. Our reports are clear, transparent, and supported by detailed financial analysis and commercial insight.

We understand the value of a business, as well as what’s driving both its value and sustainability. Our highly experienced team, have carried out business and share valuations for both non-contentious and contentious matters. We have managed valuations across a diverse range of sectors. We address each project through qualitative analysis and tailor our approach specifically to determine a positive result for all clients.