Choosing an M&A adviser

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You need to get along!

Sellers will work closely with an adviser for many months – it is therefore very important that you feel comfortable with the person or team. You must communicate effectively and share a common vision for the deal. Personal chemistry cannot be underestimated when it comes to difficult decisions and deal negotiations.

Your M&A adviser should be free from any external agendas

It’s fair to say that this can be reflected in the amount of time an adviser invests in preparing for your initial meeting and as part of the sale process itself. The effort can range dramatically, directly influencing the sale value for your business.

While the experience and knowledge of an adviser are important, their commitment to engaging with you and catering for your specific requirements is vital. By choosing a partner ready to invest significant time and effort, you ensure your business is presented in the best light, maximising its potential value.

Ensure the adviser is independent

Your M&A adviser should work solely in your interest and be free from any external distractions or agendas. An adviser should have no conflicts of interest and must provide you with unbiased and honest guidance throughout the process.