Our process

Understanding before deciding.

Three conversations to get to know your business. Then a clear decision: we buy it, or we help you make it sellable.

The journey

Three conversations before any offer.

01

Talking acquisition

Your reasons, your business in broad strokes, your expectations.

30 minutesVideo call
02

Understanding your business

An hour of questions to grasp the reality on the ground. No sales pitch.

1 hourConfidentiality signed
03

Our decision

A clear, well-argued answer, within a month. If it is a no, you know exactly why.

Within 1 monthOffer or recommendations

Outcome 1

We buy

We present our offer and how we built it.

  1. 1A well-argued offer
  2. 2Agreement in principle (letter of intent)
  3. 3Verifications (due diligence)
  4. 4Handover

Outcome 2

We help you become sellable

We explain why we are not buying. If you wish, our experts help you fix what is in the way.

  1. 1Well-argued recommendations
  2. 2Diagnosis and action plan in 4 weeks
  3. 3Support (3 months minimum), if you wish
  4. 4An SME ready to sell to whomever you choose
Discover the Valuation & Sale Programme

Buyer and adviser

Why would a buyer help you?

Because a ready SME sells better. To us, or to someone else.

Four rules, no exceptions

01

Our 'no' comes with reasons

You know exactly what is in the way, point by point.

02

Our analysis is yours

After the third conversation, we tell you what is in the way and where to start, whether or not you then work with us.

03

You sell to whomever you choose

No mandate, no exclusivity, no priority for us.

04

Our valuation is verifiable

Method and figures on the table. Have your fiduciary check it.

What we see

Most SMEs are not unsellable. They are simply not ready.

What is blocking a sale can often be fixed in under six months.

Month 1

Diagnosis & priorities

What is in the way, and what truly matters.

Months 2 to 5

Targeted corrections

A few projects, carried out with you.

Month 6

A sellable SME

Clear, solid, defensible in front of a buyer.

What we most often fix

Over-reliance on the owner

Everything still goes through you.

Unadjusted EBITDA

The real profit does not show.

Hard-to-read figures

A buyer cannot find their way through.

No sale file

Nothing ready to present.

Undocumented organisation

The know-how lives in people's heads.

Expected price not substantiated

No valuation to back it up.

Manual processes, no AI

Time wasted every day.

Communication and website in need of a revamp

The business looks less solid than it is.

A typical example

Three months to become sellable.

Technical services company · CHF 2.5 million in revenue · 14 employees · 62-year-old owner

At the outset

  • All clients and quotes go through the owner
  • Unadjusted accounts: the real profit is understated
  • Quotes and invoicing done by hand
  • A dated image, an outdated website
  • No documents to hand to a buyer

What we did together

1

Month 1

The figures

  • Three adjusted financial years
  • A well-argued valuation
  • Eight costed priorities
2

Month 2

The organisation

  • An operations manager appointed and trained
  • Key clients introduced to the team
  • Key processes documented
3

Month 3

The tools and the file

  • Quotes and reminders automated with AI
  • Website and presentation redone
  • Sale file and data room ready

After three months

  • The business runs day to day without the owner
  • An adjusted EBITDA of CHF 390,000, instead of the 280,000 shown
  • Six hours of admin saved every week
  • An image worthy of the business
  • A file ready to present to buyers

An illustrative example, built from common situations. The cases we support remain confidential.

Our areas of expertise

Three complementary areas of expertise. An acquirer's perspective.

Finance & transaction

20 years of M&A, investment and entrepreneurship

  • Valuation
  • Structuring & financing
  • Due diligence preparation
  • Negotiation

Strategy & marketing

Marketing director for a Fortune 500 group across 17 countries · 12 years at the helm of an agency for growing SMEs

  • Strategy & positioning
  • Business development
  • Marketing & image
  • Communication & website

Process & AI

More than six years of involvement in artificial intelligence applied to businesses

  • Process analysis
  • Task automation
  • AI in daily use: quotes, reminders, reporting
  • Tools & data

And the price?

Clear prices, fixed before we start.

Three steps. You always know what you are paying for, and why.

01

Our three conversations

We get to know your business, then give you our well-argued decision: an offer, or what stands in the way and where to start.

About 1 month

Free

Non-binding

02

Valuation & Sale Programme

A complete valuation, a costed action plan and the list of documents to prepare for a buyer.

4 weeks

From CHF 4,900 ex. VAT

A flat fee, depending on the size of your business

03

Support

Our experts put the plan into action with you, a few hours each month, until your SME is ready to be handed over.

3 months minimum

By quote

Depending on the work, fixed before we start

ConfidentialNon-bindingYou stay free

Let's start with 30 minutes.

One first conversation is enough to know how to move forward together.