A deal is a sequence. We run every step of it.
Here is what happens, in order, when you sell, when you buy, and when you simply want an adviser in the room.
Selling a business
- 01ConsultationWe learn the business, your reasons and your timeline, and tell you honestly whether it is ready to sell.
- 02ValuationThree methods, normalised earnings, a written report you can share with your family, your CPA and your lender.
- 03PackageConfidential information memorandum, data room, financial story and marketing materials.
- 04Qualified buyersConfidential outreach to screened buyers with proof of funds and real motivation. NDAs before details.
- 05Offers and negotiationMultiple offers where possible. Price, terms, working capital, earn-outs and holdbacks negotiated together.
- 06Due diligenceWe run the data room and the buyer's questions so the deal keeps moving and surprises are managed, not discovered.
- 07Closing and transitionLawyers close. We plan the handover so the business keeps its customers and its staff.
Buying a business
- 01ThesisWhat to buy, why, at what size and price, and what you will do with it in year one.
- 02SearchListed and off-market targets, first contact, screening against the thesis.
- 03DiligenceCommercial, operational, financial and people diligence, coordinated with your CPA and lawyer.
- 04StructurePrice, vendor financing, earn-out, working capital peg, holdbacks, non-compete and transition terms.
- 05Close and integrateA 100-day plan with owners and milestones, so the business you bought is the business you run.
How an engagement is scoped and priced
Every engagement starts with a paid consultation or a free fit call, then a written scope. Valuations are a flat fee. Sell-side representation is a retainer plus a success fee tied to the transaction value. Advisory work on acquisitions, financing, plans and exits is quoted as a fixed project or a monthly retainer. Nothing is billed by the hour and nothing starts without a written agreement. See consultations and fees for the bands.
Who does what
We own the commercial, financial and operational workstreams: valuation, package, buyer search, negotiation, diligence coordination, integration planning. Your lawyer owns contracts and legal advice. Your CPA owns tax and assurance. A regulated immigration consultant or immigration lawyer owns any immigration matter. We coordinate the group so nothing falls between chairs.
Start with a confidential conversation.
Tell Ali where the business is and what you want to happen next. You leave with a straight read on value, timing and the two or three moves that matter, whether or not we work together.