01
Business valuation
An evidence-based view of what the business is worth and why — normalised earnings, the right multiple for the sector and the risks a buyer will price in.
- Valuation for sale or purchase
- Partner entry and exit
- Family and estate purposes
- Annual value tracking
02
Benchmarking & margin review
Your numbers measured against the right sector norms — gross profit by category, wages to sales, rent, stock turns — and turned into a short list of actions.
- Gross profit and mix analysis
- Wages and rostering review
- Stock and working capital
- Quarterly KPI reporting
03
Financial due diligence
Before you buy: earnings rebuilt from source, add-backs tested, script and revenue trends explained, lease and staffing risk assessed. The questions you need answered before you commit.
- Normalisation of earnings
- Add-back verification
- Revenue and script trend analysis
- Lease, staff and stock risk
04
Sale readiness & data packs
The work that turns a business into something a buyer’s financier will accept: documented add-backs, clean reporting, a lease with term and a data pack that survives scrutiny.
- Sale readiness review
- Information memorandum preparation
- Data room and buyer Q&A
- Lease and staffing preparation
05
Business sales & acquisitions
When a sale or purchase is the right answer, we can run it — from finding the right buyer or target to negotiating terms and coordinating settlement with your lawyer.
- Buyer and target identification
- Negotiation of price and terms
- Heads of agreement
- Settlement coordination
06
Succession planning
Family transfer, a staged buy-in by a key employee, partner exit or a full sale — designed years ahead and executed in order.
- Succession options review
- Staged buy-in structures
- Partnership exit planning
- Timeline and milestone plan