Grow
It works, and now it needs to work differently.
- Strategy and business modelling
- Market entry and globalisation
- Mergers and acquisitions
- Franchise models
- Employee share schemes
- AI and automation
You've built something that works. What's coming next, you've never done.
A new market. An offer on the table. An investor conversation. A partner who wants out. None of it looks like the work you've been doing for fifteen years.
Trusted by owners across
Three moments, and none of them give you a second go
Raise
You need capital and have never had to ask for it like this.
- Capital strategy
- Venture debt or equity
- The model behind the ask
- The story, built from the business
Exit
You're working out what the next chapter looks like.
- Succession planning
- Exit strategy and timing
- Valuations
- Deal management through to close
Where you are on the clock changes what is still possible
TodayThe day it happens
The questions nobody has answered yet
Not the ones about running the business. You've had those covered for years. The other ones.
If you want to be out of your business in three years, which decisions have to come first?
How do you give the people who built it with you a real share, and where does that leave everything else?
The day an investor comes in, how much of the strategic direction stays yours, and where does that leave your family's legacy?
In every case, the good version of the answer starts years before anyone thinks it should.
Structure is the least visible part of the job, and it decides the most
Which entity owns which assets, where the value has been accumulating, how you're paid, and which parts sit inside the business rather than beside it.
It's also where the business and the personal side stop being separate questions. When money finally moves, structure decides how much of it reaches you and your family.
Years out, it's planning. Six months out, it's damage control.
What it looks like when it has gone well
It runs without you
You took three weeks off and nobody needed to call you.
The numbers hold up
Someone not on your side went through the numbers, and they survived the scrutiny.
Your people are looked after
The people who built it with you, feel valued at the end.
The timing was yours
You chose the moment. It did not arrive and have to be answered in a fortnight.
A few of the moments we've helped get right
Premium wine
Built through a pandemic, merged five years later
The Standard Wine Co, an importer of Italian wine, merged into a global group after five years.
Identity technology
Sold without taking the founders off the business
IDVerse was acquired by LexisNexis Risk Solutions and is now part of RELX.
Vehicle cover
A scaled mutual, without additional headcount, live in eleven weeks
SharedFare launched a member-funded vehicle cover running on 147 automated processes.
Questions owners ask us
Three to five years if you want the choice of when. How much depends on you, how the group is structured, and how the numbers hold up under someone else's scrutiny, are the three things that set the price, and all of them take years rather than months to change.
Come and talk about it before you have to.
A first conversation has nothing attached to it. No decision, no proposal, and no follow-up you didn't ask for.
Start a conversation