How We Do It
MORE THAN A TRANSACTION
We know that selling a company is more than a transaction.
If you’ve built a successful business, chances are you’ve invested years in getting it right – it’s emotional, personal and it’s future matters.
That’s why we focus on you. We want to learn more about you and what you want to achieve.
Are you looking for a full sale with a staggered departure? Perhaps you need an external investor to help grow further and faster? Whatever your goals, we’ll help you explore the options through a simple and supportive process that considers your needs at every stage.
Realising your potential
We invest in great people – it’s that simple!
Your business may already be profitable, with a history of growth. Maybe it isn’t.
What matters most is your character. We choose to work with ambitious and industrious people who share our vision and values, and with whom we can build long lasting relationships.
Typically our transactions are focused on the outright purchase of a growing firm, with a strong management team that will remain in place once the primary shareholder has exited.
However, we’re also keen to explore part ownership options, where some or all of the existing shareholders wish to stay with the business for the foreseeable future.
The deep dive
Our next conversations will all be about your business – from its frustrations and opportunities, to its current financial position.
We don’t expect the finished article but we do want to know more about your strategy for growth.
We’ll follow up by giving you a high level overview of the purchase. And, once we’ve agreed heads of terms and carried out due diligence, we’ll get to work on the legal exchange and complete the deal.
100 steps to success
Here’s the exciting bit. We want to offer you all the help you need to get our new relationship off to the best possible start.
So together, we’ll prepare an energetic 100-day plan, packed full of business critical milestones that we’ll all live by. What’s in store? Think of weekly goals/ targets, monthly meetings and agreed measures of success.
It’s all backed up by strategic support from our talented and experienced team.
Get ready for launch
Our next conversations will all be about your business – from its frustrations and opportunities, to its current financial position.
We don’t expect the finished article but we do want to know more about your strategy for growth.
We’ll follow up by giving you a high level overview of the purchase. And, once we’ve agreed heads of terms and carried out due diligence, we’ll get to work on the legal exchange and complete the deal.
YOUR ACQUISITION ROADMAP
We know that selling part or all of your business might seem daunting,
which is why we make it as simple as possible – with a process built around you.
Step 1.
Meeting
The journey begins with a meeting – online or on the phone – to get to know each other and understand your goals.
Step 2.
Opportunity
We’ll meet in person, building our relationship as we explore the opportunity to invest in your business.
Step 3.
Proposal
At this stage, we’ll outline a proposal, giving you more information about how we’d like to proceed.
Step 4.
Agreement
We’ll exchange ‘heads of terms’ – a legal document setting out the agreement in principle.
Step 5.
Detail
Full due diligence will be carried out on your business to make sure our agreement in principle can be fulfilled.
Step 6.
Exchange
The agreement will be finalised following a legal exchange and execution of the paperwork
Step 7.
Completion
We made it! The execution of the documents means you’re officially a partner of Freedom Investment Group.
Step 8.
100-day plan
The exciting bit: we’ll collaborate with key stakeholders to create a bespoke, 100-day plan for your business.
Step 9.
Launch
It’s time to celebrate and officially welcome you and your team to the Group with the launch of the 100- day plan.