The Legal Process

Our legal process is straightforward, supportive, and built around you! Selling your business isn’t just a transaction, it’s a personal milestone. Whether you’re the founder or have taken the reins from a previous generation, we understand the time, energy, and commitment to building what you have today. Our legal process is designed to be straightforward, transparent, and respectful of everything you’ve achieved.

Step 1 – Starting the conversation

The process usually begins with an Information Memorandum – a document typically prepared by you or your advisers. It provides us with an initial overview of your business, helping us understand whether there’s a good fit without requiring you to share anything sensitive too early.

If there’s mutual interest, we’ll sign a Non-Disclosure Agreement (NDA) to make sure everything shared is kept completely confidential.

Step 2 – Early alignment

Before diving into the details, we’ll have open conversations about key considerations -things like employment matters, tax, licenses, and any competition implications.

We’ll also put together a Letter of Intent (LOI) to outline the proposed terms of the deal. While usually not legally binding, it helps set expectations and ensures everyone’s on the same page.

Step 3 – Getting to know the business

This is where due diligence comes in – a closer look at the business to understand its structure, contracts, finances, and other important areas like data protection and compliance.

Some owners choose to carry out their own due diligence in advance, which can help spot potential issues early and make the process more efficient.

Step 4 – Agreeing the deal

Once due diligence is complete, we’ll work with you to finalise the transaction documents – usually a Share Purchase Agreement (SPA) or Asset Purchase Agreement (APA), depending on the structure of the deal.

This is where we agree on things like the price, warranties, and any specific terms. You’ll be supported throughout by both our team and your own advisers.

Step 5 – Moving forward together

After completion, we stay in close contact. Some agreements include post-completion steps like asset transfers or price adjustments, but we’re also here to support integration – bringing your business into the group in a way that protects what makes it special and helps it thrive.

We’re committed to giving owners peace of mind that their business, and their people, are in good hands for the future.