Founding client programme
£0
A buyer pack ready to send, a seller note that you keep, and one confidentiality agreement, in exchange for a short testimonial and structured feedback.
Sale-readiness packs
Sale-readiness data packs for UK owner-managed service businesses.
EntroStrategy prepares a buyer pack you can forward, a seller note that stays with you, and the confidentiality agreement you send before either document leaves you.
The problem
- The listing is missing the figures that decide finance. Small-business listings often leave out how much revenue is recurring and contracted, how concentrated the clients are, how much the owner does, how earnings were adjusted, and whether the debt can be serviced.
- Sellers are not set up to produce those figures. Owners lack the time or the finance practice. On deals below about £1 million, an accountant’s fee often does not fit the work.
- Buyers and lenders then hesitate. Where the earnings are lumpy or poorly evidenced, a buyer or a lender may discount the price or walk away.
What you receive
You receive three documents.
Confidentiality agreement
This is completed with the buyer’s name and the purpose of the discussions. You send it first. Once it is signed, you can forward the buyer pack.
Buyer pack
A report of about 8 to 12 pages and an Excel workbook, written so you can send it as it stands. It covers:
- Business snapshot: history, services, headcount, accreditations and sites.
- Revenue quality: recurring and contracted revenue against one-off revenue, with renewal and retention.
- Client concentration: largest client, top five and top ten, as a share of revenue.
- Earnings: reported profit to adjusted EBITDA, with every adjustment and the evidence for it, and a market-rate management cost.
- Owner dependence, workforce and key-person exposure.
- Indicative debt capacity at a 1.5× coverage ratio, with a sensitivity table.
- An indicative valuation range.
Seller note
This stays with you. It lists what a buyer or lender is likely to question, and what could be tightened before you send the pack.
Documented, recurring and well-supported earnings generally attract stronger valuations than the same nominal earnings when they are lumpy or poorly evidenced. The buyer pack is there so you can show the first case without assembling the figures yourself.
The illustrative sample shows the buyer pack and the seller note for a fictional firm, Northfield Fire & Security Ltd.
Packages
Standard
from £750
Sale-readiness pack, one confidentiality agreement, and one revision round.
Premium
from £1,500
Standard, plus a two-year trend, a buyer question sheet, and up to three confidentiality agreements.
Before the work starts, you agree short terms covering how the documents are prepared and how they may be used.