About
Who does the work
William Potter prepares the packs while studying for a Finance BSc at Durham University.
He is in the first year of the degree and does this alongside it, so the work is a defined pack prepared from documents the client supplies, rather than a retained advisory team.
He has no completed sale mandates, professional qualifications or transaction record to cite, and there are no client testimonials yet. The founding client programme is in exchange for feedback and, if the client agrees, a short testimonial.
The longer aim is to understand how small UK service businesses with recurring revenue are prepared for a sale, including earnings quality and debt capacity. Sectors of first interest are fire and life-safety, security, and compliance inspection and maintenance.
Contact: hello@entrostrategy.com.