Investment & sale readiness
Understand what
future earnings depend on.
When you’re buying, backing or preparing to sell a business, its ability to keep earning matters to the decision you make today.
We examine the organisation behind the financial case: how it creates value, what its performance depends on and what could strengthen or undermine it. Then we model the economic implications where the evidence supports them.
Introductory offer · £900 + VAT
Commission by 31 December 2026.
For established owner-led SMEs and larger businesses.
Buying, building or preparing to sell.
Before investment
Test what must hold true for the business to deliver its earnings and growth plans. Identify dependencies and questions for further diligence.
During ownership
Understand why performance is falling short, where further capital could help and what the organisation needs to deliver your plans.
Before a sale
Identify what a buyer may question, what needs strengthening and which existing strengths need clearer supporting evidence.
Can the organisation deliver
the financial case?
We connect why customers choose the business with the capabilities, relationships and everyday work that make its earnings possible.
What depends on the founder or other key people?
Can delivery capacity support the growth being planned?
Are improved margins supported by enduring capabilities?
What investment and time would strengthening the business require?
How might a change of ownership, leadership or incentives affect performance?
The findings help you examine the operating assumptions behind the numbers alongside your commercial, financial and other advisers.
Start outside.
Go deeper with access.
An initial outside-in analysis
Public evidence and your investment question help us identify apparent strengths, dependencies and inconsistencies. You receive a reasoned initial view and priorities for further investigation. We check evidence availability before agreeing the scope.
Analysis with internal access
Financial and operating records and forecast assumptions can help test the findings and deepen the economic scenarios. Further conversations inside the business can be added as a separately priced scope. Access and intended use are agreed with the relevant parties.
The £900 introductory analysis uses an agreed evidence set and a 90-minute fact-find with you as the commissioning client. Internal documents can form part of that evidence set where you have access. Broader management interviews, data gathering or work across additional business units are scoped and priced separately. The depth of the conclusions reflects the evidence available.
A connected view of earnings, dependencies and possibilities.
A decision report
How the business creates value, the material strengths and dependencies, and what these mean for your investment, ownership or sale question.
Economic scenarios
Where sufficient evidence exists, explore continuation, improvement or deterioration, with the assumptions and uncertainty made explicit.
Questions for the financial case
Findings that support or challenge assumptions about growth, margins, capital requirements and continuity.
A 90-minute working session
Review the implications with us, identify further diligence or improvements and consider what needs demonstrating to others.
Start with a clear question.
£900
+ VAT
Introductory offer for analyses commissioned by 31st December 2026.
Included in your analysis
One business or named competitor.
One agreed commercial question.
An agreed evidence set and brief.
A 90-minute fact-find with you as the investor or commissioning client.
Research and written analysis, including economic scenarios where the evidence supports them.
A 90-minute working session to discuss the findings and decide next steps.
Need a wider scope?
Additional interviews, further businesses or competitors, customer research and implementation support are priced separately. Contact us to discuss what would be useful. We agree any additional fees before work begins.
Begin with a 30-minute call to discuss your question and agree the scope, evidence and timing before committing.
Put attention where it could change your decision.
Before committing
Focus further diligence, revisit forecast assumptions and examine the time, resources and continuity arrangements your ownership plan requires.
Before going to market
Strengthen the conditions that support repeatable earnings and assemble evidence that performance can continue beyond particular individuals.
A clear scope.
A useful analysis.
Your next steps.
01 | Agree the scope · 30 minutes
Discuss your commercial question, the available evidence and your timing. We confirm the scope and fee before you commit.
02 | Gather the detail · 90 minutes
A fact-finding conversation with you as the investor or commissioning client, supported by the agreed evidence set, gives us the context for your analysis.
03 | Research & written analysis
We connect the evidence, examine the implications and develop economic scenarios where the evidence supports them.
04 | Decide next steps · 90 minutes
Explore the findings together, test the interpretation and decide what to do next. Any wider research or support is agreed separately.
Before we begin
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Yes, where enough public evidence exists. An outside-in analysis can identify questions and hypotheses to investigate as access develops. It has a different depth from work supported by internal records and conversations.
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The analysis adds an organisational explanation to the financial case and can help direct further diligence. We agree how to work with your advisers and which people can receive the findings.
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We examine the organisational foundations of earnings and model their possible implications for value. Formal valuations and transaction pricing sit with your valuation or corporate finance advisers, who we are happy to work alongside with to share our perspectives and views.
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Yes. With internal access, we can explore dependencies, continuity, delivery capability and evidence of repeatable performance. Coaching and advisory support for improvements can be agreed separately.
What does your investment
case depend on?
Tell us which business you are looking at, whether you are buying, building or preparing to sell, and what you need to understand before moving forward.
Start with a 30-minute call to discuss and agree the scope.
Introductory analysis: £900 + VAT for work commissioned by 31 December 2026.
