Sell Your Business with Clarity, Confidence & Intention.
Learn how to navigate the complexities of a Business Sale, before you begin, from a team who has personally been through the process.
Your trusted, impartial guide, acting in your interests, empowering your decisions.
The truth is, selling a business is hard. Statistics suggest, only 30% of small & mid-market business who go market, actually sell, despite thousands being listed for sale each year.
Selling your business through a business broker or M&A intermediary can be a great way to maximize value and streamline the process, but there are several challenges, pitfalls, and key areas to be aware of, read more here.
We believe the model is broken but our Insights & experience from multiple perspectives of business sales, will empower & refine your strategies, to improve your chances of success.
Maximise Your Business Sale Outcome
With Comprehensive Due Diligence & Oversight.
Education
We take the time to learn about your business so we can understand how to position it for sale, source & assess the most suitable intermediary to engage on the process, alongside the best buyer pool.
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Educate clients about the process
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Workshop different buyer options, including industry trade buyers, private equity firms, family offices and high net worth individuals
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Discuss the valuation process, methods & professionals to engage
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Create a score card on the business and areas where it may need improvement
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Growth Value Drivers. Our deep experience in strategic Growth activities will assist you identify the exisitng growth value building opportunities, continuing to maximize value until the exit point.
From Insights to Impact
Matt’s Expertise in Deal Tactics & Negotiation Made Our Merger a Success
Matt played a key advisory role in ensuring my company was as prepared as possible for the merger in 2023, including adding insightful tactics re deal structures & negotiation. Being able to talk openly in confidence about my 1 to 5 year exit goals, both professionally & personally, were invaluable.
Karsen Wong, Founder, Reign.
Acquired by Sites at Scale.
The unpopular truths about Business Valuations
Whilst a valuation is a critical part of a sale process, it is highly subjective & often costly.
The wide variety of valuation models & professionals to assess, add additional confusion for business owners, who often incur unnecessary costs in valuation work but we can guide you in this process
Read our further Insights on the challenges related to business valuations here.
Considering selling your business but need an impartial opinion ?
Looking to sell your business, now or in the future but see value in taking a independent view of your unique & key considerations? Or need support to navigate then assess the M&A, Business Broker scene, fees or services?
Our Insights come from both direct experience, building our own business to a sale, with experience on the other side of the fence, working inside M&A, Exit advisory, Valuations & Business broking.
"Having personally experienced the exit planning & trade sale of my own business, I truly appreciate how complex the process is for business owners. Since, moving into Professional Exit Planning advisory, we have observed a broad range of sale scenarios, challenges, tactics & solutions, across a diverse range of businesses".
Straight talking business sales expertise
Navigating the challenges associated with working through a full business sale, can be overwhelming. Before you commit, get advice backed by real experience.
Your partner to sell your business with a well executed plan.
You’ve invested valuable time and effort into building your business. Now that it’s time to sell it, Insights Advisory will help you maximise leverage to net a sales price that reflects your investment of blood, sweat & tears.
Having been there ourselves personally, as business owners going through our own business exit /sale situation, you can be sure of our genuine empathy, understanding & insights into, what is often, a very sensitive & complex process.
Maximising the sales price of a business is a balancing act between the needs of the seller and the demands of the buyer. We know how to optimise businesses for sale, whilst assist you in any negotiation with players in the process, so that all parties feel confident they’ve made the best deal possible.
Sitting alongside your management team, we can ensure any intermediaries are thoroughly assessed, vetted & negotiated with before you commit.
Before you sell your business, our advisors will help to educate you on the Business Sale process, streamline your business and present yourself as a high-value opportunity for intermediaries' & buyers.
We are able to provide comprehensive oversight of the process, end to end, supporting & guiding you as a trusted partner. This may also include vetting, intermediaries, opportunities, connect you to buyers, networks & assist in the negotiation tactics.
The Journey of Business Sale readiness
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Owner/s &/or Leadership Goals
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Timing & possible scenario feasibility
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Ownership structures of business
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Industry Benchmarking
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Valuation eg current if any, models & options
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Post Exit Vision / Plan (financial & non-financial)
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Agree next steps (Now, Next, Later)
Goals Discovery
Recommendations
Business Assessment
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Business model review
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Analysis (Financial & Non-Financial)
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Systems, Process & Technology
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Sales & Marketing
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Talent & Organisational Structure
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Strategic planning & Operational execution
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Growth & Value building opportunities
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Competitor analysis & strategic acquirer opportunties
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Business Assessment debrief, critique & suggestions
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Growth & Value building opportunities
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The Exit Options & possible scenarios
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Valuation &/Transaction range/s
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Corporate governance
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Business Sale Priorities
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Broker, M&A, Intermediary orientation
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S.M.A.R.T* Goals agreed *Simple Measurable Achievable Relevant Time Bound*
Execution
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Exit plan options & plan confirmed
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Valuation decisions (method, practioner, pricing, selection)
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Broker, M&A, Intermediary sourcing & assessment/s
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Accountabilities & KPIs appointed
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Tax & Estate planning
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Broker, M&A, Intermediary appointment
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On-going observation, support & advisory
Selecting the right business broker or M&A intermediary is a critical decision that can significantly impact the success of your business sale. Unfortunately, there are literally hundreds to choose from, with varying levels of expertise, industry knowledge, professional networks & fees, making it time consuming & challenging to select.
Statistics suggest, only 30% of small & mid-market business who go market, actually sell, despite thousands being listed for sale each year, the majority through brokers. The trouble is, often as a Business Owner, particularly one who is engaged in their first Business Sale process, it can often be a case of 'I don't know, what I don't know.'
Therefore, utilising a thorough vetting process & partner / advisor, will help you first identify a broker who possesses the right expertise, industry knowledge and professional network, whilst providing you support with conversations, negotiations & due diligence. To facilitate a smoother transaction maximizing your outcomes.
Book a free call with us to learn about our Business Broker Assessment service.
We have also written a longer piece on how to approach this challenge here.
Growth Strategists
Certified Exit Advisors
Business Sale Experts