How it works
Four steps. No obligation at any stage.
Nothing becomes public unless you decide it should.
A phone call or a coffee
What the business does, why you are thinking about stepping back, what you want to happen to it. No documents needed.
A look at the numbers
Three years of accounts under a signed confidentiality agreement. Within a fortnight, an honest view on value.
An offer in plain English
The price, how it is paid, what happens to your staff, how long you stay involved. Written clearly, not in legalese.
A handover on your terms
Three months or two years. Some owners want out on completion day. Others keep a hand in. Both work.
The best time to have this conversation is before you need to.
Owners who plan two or three years ahead almost always sell for more, because there is time to fix the handful of things a buyer discounts for.