Define the business being transferred and the owner’s future role before shaping the sale process.
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01 / 03
The engagement / 01
Define what is being transferred.
The business model, dependencies, people and reliable figures come first. Decide early what role you want to retain after a transfer.
The engagement / 02
Build the right process.
An anonymous summary protects sensitive information. Detailed documents are shared after confidentiality arrangements and an initial assessment of the prospective buyer.
The engagement / 03
Plan the handover.
Price matters alongside funding, conditions and a workable handover plan. Legal and tax structuring require separately engaged professionals.
