The process of how deals work
Talking to Daniel is 100% confidential
He is friendly and approachable, and not interested in a long negotiation, and will look to give you an indication as to whether he is interested in a matter of days.
Deals have been completed in a matter of weeks for minority investments, in three to four months for full shareholding purchases.
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Contact Daniel by phone or text at 07488356373 or by email at daniel@dbpi.co.uk
Five steps to a successful deal
1
Confidential discovery meeting
A completely confidential fact-finding meeting can help us establish whether a deal is likely. At this meeting we will seek to establish the business’ current and potential future profitability and consider factors such as market demand, competition, industry trends, and the company's unique value proposition.
2
Identifying obstacles to sale
No deal goes through to a sale without having to overcome some obstacles. Details such as financial statements, customer base, and growth prospects will be considered, but issues such lack of management to step in, or a lack of detailed financial records and systems are all hurdles which have been overcome by Daniel in previous deals.
3
Agreeing a fair value and deal
A fair and reasonable valuation will be agreed based upon financial performance, market conditions, asset value, intellectual property, and goodwill. A deal structure and Heads of Terms will be agreed. Previous deals have been agreed and structured to ensure owners have been able to enjoy a comfortable retirement, with sellers receive a lump sum payment and further structured payments.
4
Post-Acquisition planning
Business owners want to know what the future will hold for their company and Daniel always sets out a clear strategy for managing and growing a business after purchase, identifying areas for improvement, investment, and implementing new systems or processes, including sales and marketing plans. Existing teams are always considered in future planning.
5
5 Ensuring a smooth transition
A smooth transition is crucial so Daniel always ensures a well-defined plan is in place to transfer ownership, knowledge, and relationships. He always collaborates with the existing owner during the transition period to ensure the business maintains customer loyalty and any disruption is minimised.