Selling, succession or a partner for the next stage.
A route for owners who care what happens to the business, the management team and the people after the deal.
Most owners have no plan
The UK economy runs on owner-managed businesses, yet most owners reach the point of sale without a plan, a prepared business or enough time to fix either.
Of UK private-sector businesses are small or medium-sized enterprises.
Federation of Small Businesses and Department for Business and Trade, via Price MannOf UK business owners still need a succession plan.
Federation of Small Businesses and Department for Business and Trade, via Price MannOf owners surveyed have no long-term plan for what happens after they leave.
Gallup, small business owner succession survey 2024Fill in: check the figures from Federation of Small Businesses and Department for Business and Trade, via Price Mann against the original before launch
Five ways we can work together
Not every owner wants to sell, and not every sale should be complete.
Full acquisition
A clean exit, with the business continued rather than broken up.
Partial investment
You keep a stake and stay involved, with capital and capability alongside you.
Growth partnership
Investment for a defined growth plan, with operators to help deliver it.
Succession
A structured handover where no family or management successor exists.
Carve-out
Selling a division or site that no longer fits, cleanly separated.
What happens after investment
The questions owners actually ask.
Management
We back management teams. Where a team needs strengthening, we say so before completion, not after.
Employees
Change is planned and explained. Automation is used to remove constrained and repetitive work, and that is set out honestly.
Customers and suppliers
Relationships are protected through the transition. Integration is planned around trading, not against it.
Confidentiality
Approaches are confidential. Nothing is disclosed to staff, customers or competitors without your agreement.
How the process runs
Typically three to six months from first conversation to completion. Fill in: confirm the timescale you want to commit to
Before this page goes live
This page describes investment activity and must be reviewed against FCA rules on financial promotions.
- Fill in: FCA positionWhether the firm is authorised, exempt or needs an approver
- Fill in: Investment criteriaSize, sector and geography you will consider
- Fill in: Deal timescaleHow long the process actually takes
- Fill in: Legal sign-offName of the adviser who approved this page
Discuss your business in confidence
A first conversation commits you to nothing.
Information on this website is provided for general information only and does not constitute investment, legal, tax or accounting advice.
Nothing on this website is intended to constitute, and should not be relied upon as, an offer, invitation, recommendation or inducement to engage in investment activity. Any investment-related communication is subject to applicable law, investor eligibility and any required approval or exemption.
Forward-looking statements, scenarios and estimates involve uncertainty. Actual outcomes may differ materially from those described.
