Strategic Finance Advisory & Exit Value Optimisation
Preparing for a sale, merger, or investment requires a different kind of accounting. We focus on maximising your valuation multiple and ensuring due diligence readiness.
Valuation Drivers
£1m
EBITDA
5.0
Multiple
£5m
Value
We work on improving both sides of the equation. Increasing profitability (EBITDA) and improving the quality of earnings (Multiple).
"50% of deals fail during due diligence. Usually because the seller's data couldn't stand up to scrutiny."
Selling is a Brutal Process
Buyers are professional cynics. They will look for reasons to reduce the price or walk away. Preparation is your only defence. We ensure your house is in order before they knock.
Due Diligence Failure
The buyer's accountants will tear your books apart. If they find holes, the price drops or the deal dies.
Low Multiples
Not all £1m profit is equal. Low quality earnings get a 3x multiple. High quality earnings get 10x.
Tax Leakage on Exit
Selling incorrectly can mean paying 20% Capital Gains Tax instead of 10% (BADR), or missing out on tax-free EOTs.
The Exit Roadmap
Valuation Benchmark
What is the business worth today? We use industry multiples to give you a cold, hard number. This is your starting point.
Gap Analysis
You want £10m. It's worth £4m. We identify the "Value Gap" and build a strategic roadmap to bridge it over 2-3 years.
EBITDA Normalisation
We clean up your P&L. Removing one-off costs, owner perks, and market-rate adjustments to show the true "Maintainable Earnings" to buyers.
Data Room Prep
We build your "Virtual Data Room". Contracts, accounts, tax clearances, and IP documentation are organised and ready for inspection.
Deal Support
When the offer comes, we sit beside you. We handle the financial queries from the buyer's team so you can focus on the negotiation.
What You Receive
Valuation Report
Current market value estimate.
Quality of Earnings
Analysis of revenue reliability.
Vendor DD Pack
Pre-sale financial audit.
Information Memo
Financials for the sales deck.
Exit Tax Plan
Structuring for BADR/EOT.
Cap Table Model
Shareholder proceeds calculator.
The Perceptive Difference
Service Levels
Selling to a trade buyer is different to raising VC funding. We adapt to your goal.
Trade Sale Preparation
Best for: Selling to 3rd Party
Highest Multiple
Optimising the business for a third-party buyer. Focus is on EBITDA growth, reducing reliance on the founder, and cleaning up the balance sheet to remove risky assets.
Investment Readiness
Best for: Raising Capital
Credibility
Preparing for Series A or Debt Finance. Focus is on the Financial Model (Forecast), Unit Economics (CAC/LTV), and ensuring your IP ownership is legally watertight.
Pricing Clarity
Strategic finance is high-value work. We quote fixed fees or success-based percentages for transaction support.
Project Fees
Valuation Project Fees
Packages
Valuation Review
Project Fee
Snapshot of current worth & gap analysis.
- Market Multiple Analysis
- EBITDA Normalisation
- Strategic Roadmap
Exit Readiness
Monthly Retainer
12-month programme to groom for sale.
- Quarterly Board Packs
- Risk Removal Projects
- Data Room Build
Deal Transaction
Success Fee
Support during the live deal process.
- Negotiation Support
- Due Diligence Handling
- Completion Mechanics
Common Questions
Value is a function of EBITDA and Multiple. A typical SME might sell for 3-5x EBITDA. A scalable tech firm might sell for 10x+. We calculate this precisely.
It's the process of adding back costs that a new owner wouldn't incur (e.g. your high salary, personal car, one-off legal fees) to show the true underlying profit.
It's when we audit your own business *before* the buyer does. We find the skeletons in the closet and fix them so they don't devalue the deal.
Yes. An Employee Ownership Trust (EOT) allows you to sell to staff at 0% Capital Gains Tax. It is complex to set up but highly tax efficient.
Maximise your exit value.
Don't wait until you're ready to sell to start planning. Book a valuation review to understand what your business is worth today and how to increase it tomorrow.
- Identify value gaps early
- Prepare for due diligence
