For business owners
Sale or Continued Growth – Business Analysis Processes
Business owners often face a crucial decision: sell the company or continue its development. To make an informed decision, it is essential to conduct a comprehensive strategic, financial, and operational analysis of the business. This process includes an assessment of market position, cost effectiveness, competitive advantages, financial performance, customer portfolio, and scaling potential.
The analysis should also consider the owner’s perspective—the level of commitment to the company, the risks associated with continuing operations, required investments, and realistic growth opportunities. It is also important to assess the current market situation, sector attractiveness, and investor activity. Only by combining these elements can we determine whether a sale is the optimal scenario or whether greater value can be achieved through further development.
Our task is to guide owners through the entire analysis process, presenting various options and the financial consequences of each scenario.
Selling a Company Step by Step
The process of selling a company is a complex undertaking that requires preparation, discipline, and professional management. We guide the owner through the entire process:
- Analysis and sale decision – assessment of the company, market, risks, and owner’s goals.
- Company preparation – organizing finances, processes, and areas of value creation.
- Documentation – preparing a teaser, IM, financial model, and data room.
- Investor identification – creating a list of potential industry and financial investors.
- Contact and preliminary discussions – NDAs, presentations, preliminary offers.
- Non-binding offers (NBOs) – analysis of terms and value.
- Due diligence – coordination of DD processes: financial, legal, technological, and tax.
- Negotiations – agreeing on the terms of the SPA, TSA, earnouts, and security.
- Closing – transaction finalization and implementation support.
The goal is to maximize valuation and ensure the safety of the entire process.
How to prepare a company for sale
A well-prepared company achieves a higher valuation, completes due diligence more quickly, and attracts better investors. Company preparation includes:
- Operational processes – standardization and elimination of bottlenecks.
- HR – a stable team, clear roles, and key individuals secured by contracts.
- Technology – efficient IT systems, cybersecurity, and streamlined licensing.
- Documentation – complete contracts, regulations, and no legal or tax risks.
We recommend this step for owners planning to sell within 2–36 months.
Common Mistakes
The sales process can be slowed or stalled by mistakes that reduce the value of the business. The most common include:
- Lack of preparation – unstructured financials, processes, or documentation.
- Unrealistic pricing expectations – valuations not supported by data or benchmarks.
- Poor investor outreach strategy – too broad or too narrow a list of potential buyers.
- Premature disclosure – operational and competitive risks.
- Organizational overload – attempting to manage the process independently reduces operational performance and creates chaos.
- Owner unpreparedness for the discussions – lack of a coherent narrative and response.
Avoiding these mistakes increases the chances of obtaining an attractive valuation and a smooth transaction closure.
We help minimize risks and avoid as many possible errors as possible. Each process is individual, unique, and requires a different approach – together with the company’s owners, management, and employees, we help prepare the entire enterprise at every stage for the most efficient process possible.
Do you have any questions?