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Selling A Company

Selling a Business: A guide to using Brokers and Sale Agents

Selling a business is often the most effective exit strategy for shareholders of owner-managed companies, offering a way to realise their investments. Whether you're retiring, shifting focus to other ventures, or seeking an alternative to liquidation, early planning can help maximise the value of your business and attract the right buyer.

Key considerations in the sale process

Several factors influence a business’s sale value, including:

Net assets and commercial property values

Market position and future profit trends

Historical performance and growth potential

The role of Business Brokers and Transfer Agents

Partnering with professional business brokers can streamline the selling process. These experts provide access to a vast network of verified buyers, focusing on identifying candidates with the necessary skills and experience to maintain the business’s profitability.

At Casa we specialise in guiding owner-managed businesses through transactions, including exit strategies and sales. With a proven track record, we handle negotiations, liaise with stakeholders, and ensure the true value of your investment is realised.

Business Meeting

Preparing your business for a sale

Common options for selling a business include:

- Selling to a competitor or new market entrant
- Management buyout by the current team
- Equity release, allowing partial value realisation while retaining a stake
- Flotation, though this option is less common

Exploring these routes thoroughly ensures shareholders' goals are met. We provide transparent advice on the advantages and drawbacks of each approach, timing the sale to maximise returns.

To position your business as attractive to buyers, consider:

- Demonstrating sustained growth
- Providing a clear picture of assets, liabilities, and financial health
- Showcasing growth potential
- Minimizing reliance on the current owner

Update financial reports, streamline operations, and conduct a financial health check to enhance your business’s appeal.
 

Finding Buyers and Conducting Due Diligence


Transferring a business involves significant financial and emotional stakes, making due diligence critical for both parties. This process includes verifying the buyer’s:

Reputation
Legal History
Commercial Interests
Financial Standing

Thorough due diligence minimises risks, protects your position, and ensures a smoother sale process. At Casa, our database of registered buyers supports a robust marketing strategy to facilitate timely sales.
 

Negotiating the Sale

Negotiations start with your business valuation and involve identifying serious buyers versus those still securing financing. If a buyer disputes the valuation, consider an earnout agreement, where additional payments are tied to future performance.

Once a price is agreed upon, our brokers finalise the contract and guide you through the closing process, minimizing transaction disruptions.

Tailored Industry Advice

For sector-specific guidance, explore our resources covering over 15 industries to better navigate the unique challenges and opportunities of selling a business in your field.

 

Selling your business is a significant milestone. With expert advice and comprehensive support, you can secure the best outcome for yourself, your employees, and your legacy.


 

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