The playbook

The M&A process — without the mystery.

We run the same playbook boutique M&A firms have used for decades, just faster, more transparent, and priced for South African SMEs.

  1. 1

    Discovery call

    30 min · Free

    A frank conversation about your business, your timing and your goals. If we're not a fit, we'll say so and point you elsewhere.

    • Indicative valuation range
    • Honest read on saleability
    • Overview of process and fees
  2. 2

    Engagement

    Week 1 · R7 500/mo retainer

    You sign a short, plain-English engagement letter. We kick off the workstream and assign your lead advisor.

    • NDA in both directions
    • Data room set up
    • Kick-off meeting with your team
  3. 3

    Preparation

    Weeks 2–5

    We package your business the way buyers actually evaluate deals — not the way ads are written.

    • Blind teaser (1-pager, no name)
    • Confidential Information Memorandum (IM)
    • Normalised financials and add-back schedule
  4. 4

    Confidential go-to-market

    Weeks 4–14

    Your business goes live to our vetted buyer network and — where appropriate — a curated public listing on SellBiz.

    • Direct outreach to strategic and financial buyers
    • NDA gating on the full IM
    • Weekly progress report to you
  5. 5

    Offers & negotiation

    Weeks 8–18

    We collect indicative offers, coach you through the trade-offs, and negotiate the LOI on your behalf.

    • Side-by-side offer comparison
    • Structure, earn-out and tax guidance
    • Selected buyer signs Letter of Intent
  6. 6

    Due diligence & close

    Weeks 14–24

    We project-manage due diligence, warranties and legals to keep the deal on the rails until funds flow.

    • Working capital and NAV mechanics
    • SPA negotiation with your lawyer
    • Success fee paid only at close

Ready to start at step one?

Book your discovery call