A structured way to buy the right business.
The steps we walk clients through, from clarifying goals to planning growth after settlement.
- 01
Goals & Readiness
Understand income goals, capital, experience, involvement, risk tolerance, lifestyle needs and long-term plans.
- 02
Budget & Buying Strategy
Determine the appropriate purchase budget, working capital, funding considerations and preferred business models.
- 03
Business & Industry Selection
Identify suitable industries, business types, locations, operating models and ownership structures.
- 04
Opportunity Assessment
Review opportunities based on financial performance, market demand, competition, owner dependency, staff, lease and growth potential.
- 05
Due Diligence
Coordinate a structured review of financial, legal, operational, commercial, staffing, lease, supplier, customer and compliance information.
- 06
Offer & Negotiation
Develop an offer strategy, purchase conditions, negotiation position, handover expectations and risk protections.
- 07
Settlement & Transition
Prepare for ownership transfer, seller training, staff communication, supplier transition and the first 90 days.
- 08
Growth Planning
Develop a post-purchase strategy focused on stability, cash flow, marketing, systems and growth.