• Pre-sale advice, valuation and value maximisation strategies 
• Preparation of all sales documents, including confidential information, memorandums, confidential summaries and advertising copy
• Compilation of buyer lists 
• Execution of confidential, strategic marketing campaigns
• Qualification of all interested parties
• Arranging and completing presentations to prospective acquirers
• Negotiation of all offers
• Due diligence coordination and advice
• Managing contract preparation, negotiation and settlement

• Transactions: Facilitating activities such as sales, capital raising, or the integration of a new partner.
• Partnership Dynamics: Assisting with partnership dissolutions, disputes, buy-outs, and resolving shareholder or business partner conflicts.
• Business Benchmarking: Evaluating business performance against a business plan or aiding strategic decisions like planning acquisitions or disposals.
• Marital and Legal Affairs: Supporting marriage breakdowns, property settlements, and divorce proceedings.
• Litigations and Compensation: Addressing legal disputes, property resumptions, and compensation claims.
• Succession and Estate Planning: Aiding in succession planning and managing deceased estates.
• Valuation for Transactions: Determining the proper value in business buying or selling scenarios.
• Taxation and Restructuring: Serving tax-related needs in business restructuring or issuing employee incentives.

Advisory Team Support: Our advisory services are supported and underpinned by our expert valuation team from our dedicated valuation practice, Expert Business Valuations. For more information about our services and how we can assist you, please click here to visit our business site.

These services are crafted to support business proprietors in preparing for a smooth transition of leadership and ownership, ensuring sustained operations and stability as they move towards retirement or reduce their active involvement.

Benefits of Succession Planning :

Clients utilising our succession planning solutions can anticipate:

• An optimistic outlook for the future.
• Retention of high-achieving employees.
• Improved revenue and profit margins throughout the changeover period.
• Successful realisation of the business owner’s visions for retirement.

Exit Planning- Understanding your business from an objective standpoint is crucial, and that’s where our exit planning services come into play. In collaboration with our professional partners, we offer a strategic exit planning process that not only provides you with an outsider’s view of your business but also highlights the areas for improvement to maximise your return upon sale.

Benefits of Exit Planning:

Clients utilising our Exit planning solutions can anticipate:

• Identification of value gaps and transferability obstacles. > Pinpointing starting points for value enhancement.
• Establishment of clear priorities, strategies, and timeframes. → Setting clear priorities, strategies, and timelines for improvement.
• Enhancement of your company’s attractiveness to potential buyers. → Making your company more appealing to potential buyers.
• Increase in overall value for all shareholders. → Ensuring the highest possible return on sale.
• Smoother management transition processes. → Facilitating a seamless change in leadership.
• Minimisation of risks and prevention of costly mistakes. → Reducing uncertainties and potential hurdles & Navigating away from common pitfalls in the selling process.

‘Exit planning reinvigorates your passion for the business and imbues your daily work with greater purpose while ensuring peace of mind through a well-orchestrated strategic exit’

We offer tailored advisory services for each phase of the acquisition process, from initial valuation and negotiation to the final transition, focusing on minimising risks and avoiding common pitfalls. 

Our approach is designed for clients seeking to expand efficiently in today’s uncertain economic environment, helping them to identify the right opportunities and negotiate favourable terms.

Our services are especially beneficial for clients looking to acquire a specific business or interest, providing customised advice and support for scoping potential targets and managing the complexities of the acquisition process. We ensure a focused, strategic approach, aiding clients in achieving successful outcomes without the commitment of traditional long-term engagements.

Our due diligence process effectively outlines:

• The commercial viability of acquiring a particular business.
• The potential risks involved in the transaction.
• Strategies to finalise the acquisition while managing and reducing risks.

Expert Business is recognised for providing clear and practical advice on risk management. The majority of our due diligence clientele comes through referrals from accountants, attorneys, and other professionals.

Our flexible service model allows clients to outsource specific transaction components, gaining access to our expertise without the commitment to a full-service engagement. This approach is cost-effective and tailored to each client’s unique situation, ensuring professional advice is provided where it’s most impactful.

Our advisory services cater to both sides of business transactions, providing invaluable insights and guidance, particularly in scenarios where clients are navigating potential sales or acquisitions. By leveraging our extensive experience and professional network, we aim to deliver outcomes that align with our client’s strategic and financial objectives.

• Corporate Advisory for Capital Raising: We assist businesses in securing the growth capital needed to meet and meet their expansion objectives.
• Strategy Formulation: Develop equity strategies and investor targeting based on the business valuation, formulating an investment proposition and outlining investor exit strategies.
• Market Approach & Materials Preparation: Create investment materials, ensure regulatory compliance, and develop targeted investor outreach plans.
• Negotiation & Deal Structuring: Manage investor discussions, negotiate investment terms, and finalise legal documentation, aligning with the client’s capital-raising objectives.
• Closing & Post-Investment Support: Facilitate deal closure, integrate new capital, and provide ongoing advisory and investor relationship management.

Strategic Consulting- We offer expert guidance on strategies to safeguard your business’s intellectual property and the business itself during transactions. This includes managing communications with intermediaries, stakeholders, advisors, staff, and other relevant parties involved. Additionally, we provide advice on the suitable documents to present or request as part of the due diligence process, along with other pertinent issues that may arise.