Step by Step, We've Got You Covered

From assessment to completion, we simplify the journey

The Preparation Journey

18-36 months before you sell: Assess your readiness, improve what matters, and build strategic value

1
Assess
2
Improve
3
Execute

The Selling Process

When you're actively selling: Navigate the deal from preparation through to completion

1
Exit Readiness Assessment
2
Research & Prepare
3
Go-to-Market
4
The Home Stretch

Part 1: The Preparation Journey

Building value before you go to market

1

Assess

Understand where you stand, what buyers will notice, and what needs attention first

Duration: 4-6 weeks

2

Improve

Focus on changes that reduce risk, improve value, and make your business sale-ready

Duration: 6-18 months

3

Execute

When you're ready, enter the selling process with confidence

Duration: See Part 2 below

Part 2: The Selling Process

Navigating the deal from first contact to completion

1

Exit Readiness Assessment

We learn about you and your business, your values and what you are hoping to achieve. We'll discuss valuation, take a look at the current state of affairs and develop a strategic exit plan. Not necessary if you've been on the preparation journey with ESS.

More about our Exit Readiness Assessment
2

Research and Prepare

Deciding to sell is just the start. Here's how we set the stage for success

Prepare Yourself

We'll ensure you are ready for the process and know what to expect. We'll prepare for curveballs and make sure you're ready for the emotional and operational challenges ahead

Creating the Narrative

The teaser (2-3 pages) sparks buyer interest. The CIM (30+ pages) provides everything buyers need to understand your business and opportunity

Pre-sale Financial Due Diligence

Quality of Earnings review. We ensure problems in your financials are identified and remedied before buyer due diligence begins

Documentation & Data Room

Customer agreements, staff contracts, tax and compliance, financial reports, and much more. We help you get organised and start preparing for buyer due diligence

3

Go-to-Market

It's GO TIME - Let's show the world what your business is worth

Buyer List Preparation

Identify buyers most likely to see your business as a perfect fit and willing to pay a premium. We match your business with the right buyer profile

Targeted & Confidential Outreach

Everything is tightly managed and confidential. Only senior-level contacts are approached. We vet each buyer to confirm they're serious and capable

Managing Information Requests

We handle all information requests and early-stage negotiations. By maintaining momentum, we aim to create healthy competition to drive up value

Choosing Your Dance Partner

Finding the perfect balance of price, structure, terms, and timing. Together with your legal advisers we review the LOI/HoTs — once signed, you'll normally offer exclusivity to the buyer during the upcoming due diligence stage

4

The Home Stretch

The hardest part is here - but together, we'll get it done right

Purchase Agreement Should Match The HoTs

Signing the HoTs is a huge step forward, but it's not the finish line. With your legal and CF advisers, we ensure you fully understand what you're agreeing to and that there won't be any last-minute surprises

Keeping Everyone On Track

Due diligence can be stressful but we'll help you through it. Our goal is to minimise disruptions to your business, address any concerns quickly, and maintain momentum so the deal keeps moving forward

Your All-Stars Delivering

We coordinate with solicitors, accountants, tax specialists and CF advisers. We act as the central hub, ensuring clear communication and resolving issues quickly

Let's Get It Done, Then Celebrate

We support you in last-minute negotiations and coordinate final documents. If unexpected issues pop up, we tackle them head-on

Ready to Get Started?

Whether you’re 3 years out or responding to an approach next week, we can help you navigate the journey with confidence