Owner options
Your options, in plain terms.
Four common starting points, what each usually involves, and what a first conversation would cover.
Considering a sale.
Selling all or part of the business to a trade buyer, an investor or your management team. It usually starts with what you want from a sale, and when.
What a first conversation covers
- What you want from a sale. Price matters, and so do timing, your people and your role afterwards.
- Who else you would want involved, such as your accountant or solicitor.
- What Kingsway M&A does not do, and where your own advisers come in.
Planning to step back.
Reducing your day-to-day role without necessarily selling: building management depth, handing over client relationships and making the business less dependent on you. It can come before a sale, or instead of one.
What a first conversation covers
- The part you want to keep, and the part you want to hand over.
- Where the business depends on you personally.
- The timing that would suit you and the business.
Bringing in a partner or investor.
Selling a share to someone who brings capital, experience or both, while you stay involved. It changes who you answer to, so fit matters as much as money.
What a first conversation covers
- What you want a partner or investor to bring.
- How involved you want to stay, and for how long.
- Who else you would want involved before deciding anything.
Not sure yet.
You may simply want to understand the routes before deciding whether to change anything. Doing nothing is a reasonable answer.
A first conversation can cover what is prompting the question now and what matters most to you.
Whichever option fits,
the first step is the same.
A private conversation about what you want to happen.