Thinking of selling your business?

Good question! I would be interested in hearing from anyone who has a business in the following sectors:

• Primary Sectors

• Manufacturing & Production

• Technology & Digital

• Professional Services

• Healthcare & Medical

• Education & Training

• Retail & Consumer Goods

• Transportation & Logistics

• Construction & Real Estate

• Financial Services

• Energy & Utilities

• Media & Entertainment

• Personal Services

• Agriculture & Food Services

I will want to understand exactly how your business makes money and what drives your success. Your primary revenue streams – whether that's recurring subscriptions, project-based work, product sales, or service contracts will all be important.

I’ll want to learn about your customer acquisition process, how you price your offerings, and what your typical customer journey looks like from first contact to repeat business.

Understanding your business model will help me see not just where the money comes from today, but where the biggest opportunities for growth and optimisation might be.

I’ll also want to know about any seasonal patterns, contract lengths, or unique aspects of how you operate that make your business special in the marketplace.

Your financial track record tells the story of your business's stability and growth trajectory. I'll want to review your profit and loss statements, cash flow patterns, and key financial metrics from the last three years to understand how your business has performed through different market conditions. This includes looking at revenue growth, profit margins, operating expenses, and any significant changes in your financial position.

I'm not just looking at the numbers – I want to understand the story behind them. What drove your best years? How did you navigate any challenging periods? What investments have you made in the business, and how have they paid off?

This financial foundation will help me determine fair market value and identify opportunities for future growth.

Your people are often your business's greatest asset, and I will want to understand the team you've built. I’ll need you to share with me your org structure, key roles, and the employees who are critical to your daily operations.

I’ll want to know about their skills, experience levels, and how long they've been with the company.

Are there key employees whose departure would significantly impact the business?

What's your company culture like, and how do you retain good people?

I’ll also want to understand your management systems – do you have documented processes, clear job descriptions, and succession plans for critical roles?

When I acquire a business, I'm committed to treating your team with respect and ensuring they have opportunities to grow within the transformed organisation.

I’ll need to understand where your business sits in the competitive landscape and what makes you different from alternatives in the market.

Why do your customers/clients choose you.

What's your reputation in the industry, and how do customers typically discover you?

Your competitive advantages can be multiple factors including superior customer service, unique technology, exclusive partnerships, prime location, specialised expertise, and even strong brand recognition.

I’ll want to know who your main competitors are and how you differentiate yourself from them.

It’s important for me to understand what barriers to entry exist in your market, and what would make it difficult for new competitors to replicate what you've built?

Understanding your market position will help me see how to strengthen and expand your competitive advantages while identifying new opportunities for market share growth.

Every business owner has different reasons for considering a sale, and it’s important for me to understand what's driving your decision and what success looks like for you.

Are you looking to retire and enjoy the fruits of your labour, or are you ready to start a new venture?

Do you have a specific timeline in mind, or are you exploring options to see what's possible?

It’s good to discuss your financial objectives – what do you need from the sale to achieve your personal goals?

Are there any conditions that are important to you, such as ensuring your employees are taken care of or maintaining certain aspects of the business culture?

Understanding your timeline and objectives will help me structure an offer and transition plan that works for both of us, ensuring you can move confidently into your next chapter while I take the business to new heights.

Business valuation is both an art and a science, and there are several methods I will use to determine fair market value. The most common approaches include revenue multiples, EBITDA multiples, and asset-based valuations. However, your business's true value will go beyond just the numbers.

I’ll take into consideration factors like customer retention rates, recurring revenue, market position, growth potential, and the strength of your team and systems.

Understanding industry trends, competitive advantages, and the current market environment will also play crucial roles.

Rather than trying to calculate this yourself, I’d prefer to have an honest conversation about your business and provide a comprehensive valuation based on my experience and current market conditions. This will ensure you get a realistic assessment that reflects what buyers are actually paying for businesses like yours in the current market.

Yes absolutely. Please don’t hesitate to get in touch if you’re interested in discussing your non-New Zealand-based business with me.