Our Business-Sale Process

We meet with you to understand your business, financial performance, assets, team, market position and reason for selling.

You receive:

• An assessment of your business's likely market value
• Advice on preparing the business for sale
• A recommended pricing and sales strategy
• Clear information about fees and next steps

We help gather the information buyers will need and identify anything that should be addressed before entering the market.

This may include:

• Financial statements and tax returns
• Lease and property information
• Staffing structure
• Equipment and asset lists
• Licences and agreements
• Business systems and operating procedures
• Opportunities for future growth

We develop the materials needed to present the business professionally while protecting the owner's confidentiality.

This may include:

• Confidential business profile
• Information memorandum
• Online advertisements
• Buyer database campaign
• Email marketing
• Social media and digital advertising
• Direct approaches to selected buyers

Not every enquiry is a genuine buyer. Before confidential information is released, prospective buyers may be required to:

• Complete a buyer registration form
• Sign a confidentiality agreement
• Explain what they are looking for
• Confirm their experience
• Indicate their available funds or finance position
• Demonstrate a realistic purchase timeframe

We speak with qualified buyers, answer their initial questions and arrange confidential meetings with the vendor when appropriate.

After every meeting, we follow up with the buyer to identify:

• Their level of interest
• Remaining concerns
• Additional information required
• Their ability to fund the purchase
• Their readiness to make an offer

When a buyer is ready, we help them submit a clear written offer containing the proposed:

• Purchase price
• Deposit
• Finance conditions
• Due-diligence period
• Training and handover requirements
• Settlement date
• Other special conditions

Once terms are agreed, the buyer completes due diligence and the parties' professional advisers prepare or review the sale contract.

Due diligence may cover:

• Financial performance
• Legal agreements
• Employees
• Lease arrangements
• Assets and equipment
• Licences and compliance
• Operational information

We help coordinate communication between the vendor, buyer, accountants, solicitors, landlord and other advisers through to settlement.

The final stage may include:

• Lease assignment
• Finance approval
• Stocktake
• Employee communication
• Training and handover
• Transfer of licences and agreements
• Final settlement