This was an excellent example of the many years of experience and expertise in our corporate advisory team. To handle the entire process, from preparation for business exit to marketing, negotiations and achieving an excellent sale price was extremely satisfying for the entire team.

After 30 years heading up a highly successful roof truss business, the owners were planning their business exit and retirement. To achieve their retirement goals, the owners needed to maximise the value of their business for sale.

A full assessment of the business was conducted including a review of systems, processes, contracts, and financial performance. After identifying the key business strengths a details information memorandum and marketing teaser was prepared. We then conducted market research to identify potential purchasers and prepared confidentiality agreements.

A comprehensive marketing campaign was put in place including discrete advertisements in suitable publications and direct approaches to potential buyers. AS Advisory managed the entire sales process, from negotiations with interested parties to communication, due diligence, and contract settlement. The owners were extremely happy with the ultimate result and were able to oversee the smooth transfer of business ownership and achieve their retirement lifestyle goals.