Industry:
Audio Technology, Product Development
Service:
M&A Coaching, Business Exit, Succession Planning
The Challenge:
Dave and Robin had built a successful 7-figure business over 20 years, run entirely with freelance support and no internal succession plan. Approaching retirement, they needed to sell the business for optimal value - but had no experience with the M&A process or how to position their business for sale.
Approach
Alan led them through his M&A coaching process, including valuation guidance, storytelling techniques (equity storyboard), and buyer analysis. He helped them present the business from a buyer’s perspective, including how it could succeed without them. They prepared a pitch deck using Alan’s framework and presented confidently to their chosen acquirer. Alan supported negotiations as a passive observer, offering guidance during key points.
Result
The business was sold within 11 months to their top-choice buyer. They secured a strong initial sum with a high-potential 12-month earn-out. The buyer committed to growing the business, and the founders transitioned smoothly into their new roles. The outcome exceeded their expectations across the board.
If I ever launch another business, Alan'll be my only call when it’s time to sell!
"We sold to our target company in 11 months. Every aspect of our business sale exceeded my expectations. If I ever launch another business, Alan'll be my only call when it’s time to sell!"
Dave Haydon & Robin Whittaker, Directors