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FortisBusiness Advisory

Thinking of selling or stepping back?

The best exit is a business that already runs without you

Buyers, successors and lenders all want the same thing: clean numbers, a management team that runs the business and a structure that makes sense. We get you there, then introduce the specialists for the deal itself.

Sound familiar?

  • You cannot take two weeks off without the phone ringing
  • Nobody else in the business can read the accounts
  • The group or ownership structure has grown up by accident
  • You have had an approach and do not know what the business is worth

What we would do

The plan, in order

  1. 01

    Clean the numbers

    Three years of tidy management accounts, normalised profit and a clear view of what drives the value.

  2. 02

    Build the management layer

    Reporting, roles and processes so the business runs on a rhythm rather than on you.

  3. 03

    Structure

    Group reorganisations, holding companies and ownership changes planned ahead of a sale or succession.

  4. 04

    The right specialists

    For valuations, deal advice, legal work and personal financial planning we introduce independent, appropriately authorised specialists and coordinate the work.

The first step

What to send us

Tell us your timescale and what stepping back looks like for you. We will tell you honestly how far the business is from ready.

Get in touch

Let’s fix it.

A thirty-minute conversation, no charge and no pitch. Tell us where the business is and where you want it to be, and we will tell you honestly whether we can help.