Make the value visible
Build a clear buyer proposition around earnings, strengths, opportunity and transferability.
Prepare the business, reach suitable buyers and move through negotiation and due diligence with Barry Western, FINN National M&A Partner and leader of the official WA branch.
A well-prepared business is easier for a serious buyer to assess and easier for an owner to represent with confidence.
Before entering the market, we look at the earnings story, operating strengths, transferable systems, customer and supplier relationships, key staff, growth opportunities and the owner’s role. The aim is to present the business clearly and address avoidable uncertainty before it slows a transaction.
Barry also considers the likely buyer profile. A local owner-operator may assess an opportunity differently from an interstate group or strategic acquirer. The campaign, information memorandum and disclosure sequence should reflect the people most likely to see value in the business.
Once interest is generated, qualification matters. Time is focused on credible buyers while confidential information is released in stages. Offers, questions and due diligence are coordinated so the owner remains informed and the business can continue operating.
Build a clear buyer proposition around earnings, strengths, opportunity and transferability.
Use qualification and staged information release to support confidentiality.
Coordinate questions, offers, negotiation and due diligence with a clear next step.
Discuss timing, priorities and fit.
Organise information and value drivers.
Create positioning and buyer strategy.
Qualify interest and manage disclosure.
Work through offers and conditions.
Support due diligence, settlement and handover.
Timing varies with readiness, price expectations, buyer demand, due diligence and transaction complexity. Preparing information early can help qualified buyers assess the opportunity efficiently.
An appraisal discussion can help frame market expectations and identify value drivers or presentation issues before a campaign begins.
Yes. A confidential process can limit identifying information, qualify buyer interest and use staged disclosure appropriate to the business.