What is shared at each stage?
Start with a non-sensitive outline of the business and your priorities. More detailed commercial information comes later, once there is a possible fit and a sharing process has been agreed.
What is shared, and when
- First: sector, location, ownership and broad trading picture
- Later: agreed financial, contract and operating information
- Throughout: an explicit decision on whether to continue
Five stages, at your pace.
Initial discussion
A private, informal conversation about you, the business and what you are considering. You do not need to prepare anything.
Fit review
We consider the business against our criteria and give you a straight answer on whether to continue.
Information exchange
If there is a fit, we agree what information would help and how it is shared — including any confidentiality arrangements.
Evaluation
We look properly at the business — its finances, contracts, people and operations — and discuss what a transaction or investment could look like.
Agreed next stage
Anything beyond evaluation, such as formal terms and professional due diligence, happens only if both sides agree.
Bring your own advisers in whenever you like.
We encourage owners to take independent legal, tax and financial advice. Nothing on this website is advice to you; it describes how we approach conversations with owners.
Process questions
How long does the process take?
It varies with the business and with how quickly information can be shared. We will give you a realistic view of timing once we understand the business.
Can I stop the process?
Yes. You are free to stop at any point, and nothing moves to a further stage without your agreement.
Start a private conversation.
Tell us a little about your business and what you are considering. There is no obligation, and nothing moves forward without your agreement.
