Sale Readiness Assessment

Find what a buyer's team would find, before they find it.

The due diligence process a buyer runs is not a formality. It is designed to find problems — and it usually does. When those problems surface during a live sale process, they are used to renegotiate price, extend timelines, or walk away from the deal entirely. The Sale Readiness Assessment finds them first, so you control what happens when they come up.

We review the business the way a buyer's advisers would. We look at the financials, the legal position, the commercial structure, the customer base, the team, and the operational dependencies — and we identify every material issue that a buyer's due diligence process is likely to surface. We then tell you what needs to be addressed and in what order.

A business that arrives at a sale process in clean, well-documented condition commands a different conversation from a buyer than one that needs to be explained throughout. We help you arrive in the right condition.

What we review

• Financial statements and management accounts — quality, consistency, and how they will be read by a buyer
• Revenue structure — customer concentration, contract terms, renewal rates, and dependency risks
• Legal and corporate — cap table, shareholder agreements, IP ownership, and any outstanding disputes
• Management team — depth, succession, and key-person dependency
• Operational structure — the systems and processes that will need to be explained in due diligence
• Commercial position — market share claims, competitive differentiation, and the defensibility of the moat
• Documentation — whether the right materials exist in a form a buyer can rely on

The output is a direct written assessment of the business's current sale readiness, with a prioritised list of actions. We follow up with a session to discuss findings and agree a programme of work before any sale process begins.

Everything discussed is held in strict confidence.