GUIDE

We know what investors and potential buyers expect of your business plan – let us optimise it for you to create value

The value of a business is strongly linked to the future performance and potential of the business.

Having a business plan that aligns with investor expectations and tolerates scrutiny is of paramount importance for a successful transaction.

Crafting such a plan requires more than just outlining your company's goals and projections; it demands a thorough understanding of what investors and strategic buyers seek, what they value and how to optimize your strategy to create tangible value.

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Having a business plan that aligns with investor expectations and tolerates scrutiny is of paramount importance for a successful transaction.

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We have the experience and expertise to assist you in optimising the business plan to allow investors to feel comfort in the future performance of and see the true value of the business.

This will in turn result in increased value, better terms, and certainty of getting the deal done.

In an M&A process, buyers will scrutinize business plans with a discerning eye, evaluating various factors to assess the feasibility and attractiveness of an investment opportunity. As such, the business plan needs to reflect the future potential and hold up for scrutiny from potential acquirers.

If it doesn’t, the uncertainty from the potential buyers will be reflected in value and legal terms of the transaction, or even worse, potential buyers might pull the plug.

We have extensive experience of buyer dialogues that we leverage to optimise your business plan. What we bring to the table:

Market intelligence – We offer valuable market insights derived from their extensive industry experience and network. We know what investors and potential buyers value.

Strategic guidance – We help to refine your business plan, including business model, identifying growth opportunities and strategic that caters to the potential buyers expectations.

Financial modelling – Crafting a robust financial model with sound assumptions and tailored KPIs to support the storytelling of the numbers. We help you to model the business plan to allow investors to scrutinise the plan and evaluate financial feasibility and potential returns.

Storytelling – A tangible business plan sits as much in the storytelling behind it as the figures behind it. We help you articulate a compelling narrative that highlights the strengths of your business and addresses potential concerns.

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Knowledge

We don't hide behind jargon and complexity. Instead, we aim to open up the black box of M&A, illuminating the path with clear insight, simplifying the process, and delivering valuable information.

Knowledge

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