Selling your business is more than a financial decision, it is a personal milestone. After years of building something from the ground up, deciding to move on can feel like a daunting step.
At The Mortoo Group, we keep things straightforward and respectful. We understand that your expertise lies in growing and managing your business, our role is to guide you through the sale process with clarity and confidence. That is why we have created a clear, confidential, and owner-first approach that supports you from the first conversation to completion.
Our Step-by-Step Process
Step 1: Introductory Call (Week 1)
Everything starts with a private, no-pressure conversation. We will ask:
- Why you are considering a sale
- What your personal and financial goals are
- An overview of your business, your team, customers, and services
If we are not the right fit, we will let you know. We believe in honest, open conversations from day one.
Step 2: NDA and Information Sharing (Weeks 1 to 2)
If there is mutual interest, we will sign a Non-Disclosure Agreement (NDA) to keep everything you share completely confidential.
We will then request a few key items:
- Recent financial results
- Team structure and client relationships
- Details on contracts, obligations, and compliance matters
This stage is not about finding faults. It is about gaining a clear understanding so we can make you a fair and realistic proposal.
Step 3: The Offer (Weeks 2 to 3)
After reviewing the information, we will present you with an initial offer. This will reflect a balanced and realistic view of your business based on what you have shared.
We aim to be straightforward and fair. If any points need further discussion, we are happy to talk through the details.
Step 4: Heads of Terms (Weeks 3 to 4)
If the offer is accepted in principle, we will prepare a Heads of Terms document. This outlines the core terms of the deal, including:
- Purchase price and payment structure
- Any deferred or earn-out arrangements
- Your role following the sale, if any
- Timeline for completing the transaction
This document represents a formal commitment to move forward, ensuring both parties are aligned before entering the legal and due diligence stages.
Step 5: Due Diligence (Weeks 4 to 8)
Next is due diligence, where we take a closer look at the detail. This usually includes:
- Financial accounts and tax submissions
- Employee contracts and benefits
- Client agreements and renewal terms
- Any outstanding debt, disputes, or compliance issues
We manage this stage with care and discretion. If your team is not yet aware of the sale, we will keep it confidential throughout.
Step 6: Legal Completion (Weeks 8 to 12)
Once due diligence is complete, we move to legal completion. Solicitors on both sides prepare the Sale and Purchase Agreement and any related documents.
Our aim is to make this process smooth and collaborative. Once signed, the deal is complete and the agreed funds are transferred to you.
Step 7: Handover and Integration (Week 12 onwards)
This final stage is focused on a seamless transition. Depending on what we agree, you may:
- Stay involved part-time during the handover
- Continue as an adviser or consultant to ensure a smooth transition
Our goal is to protect everything you have built ensuring staff, clients, and systems continue to run smoothly.
Why Choose The Mortoo Group?
- Direct conversations with decision-makers, no brokers or intermediaries
- Practical deal structures that work for everyone involved
- Complete confidentiality from first contact to completion
- A clear process that often finishes in just 8 to 12 weeks
In Summary
Selling your business does not need to be stressful. With The Mortoo Group, you get a trusted, experienced buyer who respects your legacy and works with you to secure a successful outcome.
You have already done the hard part, building a business worth acquiring. Let us help you complete the journey with clarity and confidence.