Clients · Business owners

From financial diagnosis to successful exit

We help business owners understand, improve and maximise the value of their company, from evidence-based valuation to structured sell-side M&A execution.

Complimentary preliminary financial diagnostic

Based on your latest publicly available financial information, we provide a confidential preliminary diagnostic of your company's valuation, key value drivers, main risks, and transaction readiness.

Request your diagnostic

What we do for you

01

Company Value

Understand what your company is worth and what drives that value.

Whether you are considering a future sale, succession, financing, capital gains tax planning, or simply want a clearer view of your shareholder wealth, an evidence-based valuation provides an objective starting point.

We assess your company using recognised valuation methodologies and identify the financial, operational, market, and risk-related factors that influence its value.

Typical deliverables

  • Evidence-based valuation range
  • Value driver and riskiness analysis
  • Peer and market benchmarking
  • Identification of value risks
  • Executive summary for shareholders
02

Value Creation

Increase the value and attractiveness of your business before a transaction.

Company value is not determined by financial performance alone. Growth profile, profitability, cash generation, resilience, governance, financing structure, and perceived riskiness all shape how investors, lenders, and potential buyers assess your business.

We help identify the initiatives that are most likely to improve shareholder value, strengthen buyer confidence, and increase the probability of a successful transaction.

Typical deliverables

  • Value enhancement assessment
  • Profitability and cash generation review
  • Risk and resilience review
  • Key value creation initiatives
  • Prioritised action roadmap
03

Transaction Readiness

Prepare your company for financing, succession, or a future sale.

The best transactions are prepared long before discussions with investors, lenders, or buyers begin.

We help business owners understand how their company will be perceived by external parties, identify potential red flags, and address the issues that could affect valuation, negotiation leverage, deal certainty, or tax outcomes.

Typical deliverables

  • Transaction readiness assessment
  • Investor and buyer perspective review
  • Documentation gap analysis
  • Risk identification and mitigation
  • Capital gains tax considerations
  • Negotiation preparation support
04

Sell-Side M&A Support

Maximise value through a structured sale process.

When the time comes to sell, preparation, positioning, and execution make a material difference to the outcome.

We help business owners define the right exit strategy, prepare the company for market, approach selected buyers, manage the transaction process, and negotiate with the objective of maximising shareholder value.

Typical deliverables

  • Exit strategy definition
  • Buyer universe mapping
  • Preparation of marketing materials
  • Process management and buyer coordination
  • Support in valuation, negotiation, and deal structuring

Beyond owner-managed businesses

Additional Corporate Valuation Expertise

Independent valuation and financial advisory services for more complex situations.

Our experience also extends beyond owner-managed businesses to listed companies, private equity investors, public institutions and professional advisors.

Financial Reporting

Independent valuations prepared for accounting and reporting purposes in accordance with applicable standards.

Examples

  • Purchase price allocation (PPA)
  • Impairment testing
  • Fair value assessments
  • Intangible asset valuation
  • Financial reporting support

Tax & Incentive Plans

Valuation support in the context of tax matters, management participation schemes and complex securities.

Examples

  • Tax valuations
  • Management incentive plans
  • Stock options and warrants
  • Shareholder arrangements
  • Complex securities valuation

Disputes & Litigation

Independent expert analysis in situations where value is contested or requires objective assessment.

Examples

  • Shareholder disputes
  • Commercial litigation
  • Damages assessment
  • Independent expert opinions
  • Court and arbitration support

Where does your company stand?

Get an independent view of your company's value, risks and options — confidentially and without commitment.

Request a confidential diagnostic