Capability

Buy-Sell Mandate

The Issue

Whether you are seeking to grow by acquisition, execute a strategic sale or transition your business, buy-sell transactions demand significant time and energy. Identifying buyers or targets, managing confidentiality and progressing deals — all while continuing to run the business — can be overwhelming. Without clear support, opportunities may be lost and risks overlooked.

What we do for you

Maximise Value. Minimise Risk.

Our team takes the lead on your buy-sell transactions, guiding you through the process with independence, discretion and experience. We help you prepare, execute and achieve the best outcome by:

  1. Scoping the transaction – Workshopping with you to define objectives, prepare your business for sale and identify opportunities to enhance value.
  2. Valuation – Leveraging our Share & Business Valuation expertise to assess fair market value.
  3. Documentation – Preparing financial histories, sale documents and supporting information for buyers.
  4. Data room – Establishing and managing an online data room for the transaction.
  5. Target search – Identifying acquisition targets and making discreet enquiries on your behalf.
  6. Transaction modelling – Analysing financial outcomes based on assumptions and intentions.
  7. Due diligence – Providing financial and tax due diligence and working with legal advisers to cover contractual and regulatory risks.
  8. Transaction tax advisory – Structuring tax-efficient outcomes whether buying or selling.
  9. Contract support – Advising on financial clauses and ensuring terms are documented to your advantage in collaboration with your legal team.

The benefits to you

  1. Enhanced outcomes – Maximise value while managing risks effectively.
  2. Clarity – Complex financial and legal issues explained in plain business language.
  3. Efficiency – Experienced communication with advisers ensures smoother negotiations and fewer surprises.
  4. Bank-ready – We prepare the right information to secure finance support and ensure settlement readiness.

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