Phase 1, Preparation
You’re personally ready, but is your agency?
Firstly we work with you to prepare your agency to be sold, ensuring it’s positioned in the most enticing way, enabling you to achieve maximum value from the process.
Firstly we work with you to prepare your agency to be sold, ensuring it’s positioned in the most enticing way, enabling you to achieve maximum value from the process.
Ensure the business is maximised in terms of being an attractive proposition to potential buyers enabling the best possible value
Detailed review of financial information and key metrics to provide confidence in the valuation
Preparation of the IM (Information Memorandum) to present the business in the most attractive way for acquirers to understand the opportunity
Collaborate on a shortlist of potential acquirers for whom acquiring the agency would be most attractive, e.g. skills, staff, location, clients
Setup a virtual data room as the single point of truth for all key transaction documentation