01 /
Align.
Where are you really, and where do you want to go?
We test your story against the numbers: what’s true, what’s missing and where the opportunity is. Climb the right mountain before you scale it.
Value and Options Review
What it’s worth. What your options are. What would add the most value.
A focused review over 30 days of where you and your business stand, and the best way to move forward.
£4,000 + VAT
Let’s ConnectThe best place to start.
The best way to understand you and your business is to spend proper time with both.
It gives me the chance to get to know you and how the business really works. It gives you the chance to see how I think before you commit to anything more.
At the end, you’ll have a clear, honest view of where things stand. We’ll both know the right way forward.
Open to any owner who wants to see where they stand and what’s possible.
What’s involved.
1
Getting aligned.
We start with a conversation. You share your financials, management information and plans, then we spend half a day together on where you are and where you want to go.
2
Working together.
What you’ll come away with:
- An indicative valuation range, and what’s pushing it up or holding it back
- Your options side by side: grow and hold, a partial or full sale, investment, a management buyout or stepping back
- What would add the most value, in priority order
- A shared picture of where you are, and where you want to get to
- Your priorities, agreed together, and the actions that follow
- A written report: your valuation range, options and priorities
3
Agreeing the plan.
A second half day where we review what we’ve found together: where things are now, where they could go and the plan to get there.
Align. Grow. Realise.
The review follows the same three stages as all my work: what you want, what makes the business more valuable, and whether you could realise that value.
02 /
Grow.
What makes the business more valuable?
Quality of earnings, cash and the commercial choices behind them, plus the leadership, the team and you. Impactful growth, not turnover for its own sake: more profit, more value and a stronger multiple.
03 /
Realise.
Could you realise the value you’re building?
Turn the value you’re building into real choices: sell, step back, keep growing or pass it on, on your terms.
