Do you have a clear overview of the financial health of your business – and of the challenges and threats you may face?
Do you know your critical success factors, action plans and the key Management Information required to tell you if you are on track to meet your objectives?
What are your long-term goals when it comes to your business interests and your personal wealth? Do you have a robust gameplan with the right advisers in place to make it happen?
Could any problems faced by your business also impact upon your own family wealth and standing? To what extent are your business and personal finances interdependent?
Who truly understands you and your business?
Who has your back and can give you the objective advice when you need it?
Which parts of your business are sub-optimal?
Where are your biggest business risks?
Is your business at risk of Agentic AI?
How do you go about financing your cashflow and funding your future growth aspirations?
What plans do you have to expand your company? How will they be financed?
Do you have a succession plan in place for your business? Or are you more interested in a tax-efficient sale and exit?
How do you know if your senior management team are able to take the reins from you?
Are your children really interested and able to take over your business and legacy?
How do you extract value from your business without compromising it?
Are you tax optimised, and how will you deal with the Inheritance Tax Liability?
Are your business shareholdings and retained profits organised in the most tax-efficient manner possible? Is the advice joined up?
How do you change from being an Owner Manager to becoming an Investor?
How do you know if you are too early for a business exit?
How can you maximise your business value?
How do you successfully market your business for sale?
Should you sell now, and if so to whom? A Trade buyer you may know, or a large Private Equity backed business?
What are Trade and Private Equity buyers looking for?
Should you roll equity once you sell your business?
Are MBOs, EMIs or EOTs a good idea?
How do you go about a successful restructure, acquisition or buy-out?
Do you think you will ever retire?
SO DO YOU HAVE AN END-GAME FOR YOUR BUSINESS?
We have advised and sold a number of businesses and know what your future buyers are looking for in a business.
From trade buyers, Private Equity backed businesses, Management Buy-Outs and Management Buy-Ins, each will have an ideal composition, and set of requirements.
But every one of them will pay a premium to buy a good, de-risked business that prints cash without the founder having to remain in place.