01
Understand the business.
Start with how you make money, what keeps customers coming back, who runs the operation, and what you want from a sale. Identify the strengths to prove and the questions to resolve.
SERVICES / SELL-SIDE M&A ADVISORYYou built the business.
You built the business.
Let’s find its next owner.
Caldecott helps founders sell their businesses—from understanding what makes the company valuable to finding the right buyers, negotiating the deal, and working through the transition.
We start by learning what buyers want. Then we connect those priorities to what makes your business exceptional.
Talk about selling your business
A list of buyers is a starting point.
A reason to buy is the work.
A buyer may want the geography you serve, the capabilities your team has built, or the customers who trust you. We research those possibilities, test them in conversations, and build the case around evidence. That gives outreach a purpose—and gives the buyer a clearer reason to take the next meeting.
A strategy you can see.
A process you can follow.
You should be able to understand who we are approaching, why they belong in the process, and what we are learning.
Every name earns its place.
A working list of potential acquirers, with the rationale for fit, relevant acquisitions, geography, capabilities, and questions to confirm. We distinguish public research from criteria confirmed in conversation and track the source and date.
The story has receipts.
A clear narrative supported by financials, customer evidence, operating performance, and management depth. Buyer feedback helps us decide what to emphasize and where the business needs more preparation.
Know what happens next.
An agreed outreach plan, buyer updates, meeting preparation, and an offer comparison. Once you choose a path, we help coordinate the diligence requests, commercial discussions, and milestones that keep the transaction moving.
POSITIONING WITH SUBSTANCEShow the opportunity.
Show the opportunity.
Prove the foundation.
If a buyer wants to expand into your market, we show the local relationships, team, and operating capacity that make that possible. If the attraction is your service revenue, we examine the contracts, retention, margins, and work required to deliver it.
We help you make the strongest truthful case for what exists today and explain what a new owner could build on.
Explore how we research buyer fitOne engagement.
Connected capabilities.
These services support a sale and can also be scoped individually. We agree which work is needed and who will deliver it.
Valuation Services
Understand a supportable range and the factors that could move it.
CIM Creation
Give qualified buyers a clear, evidence-backed case for the business.
Quality of Earnings
Prepare the earnings story and coordinate specialist financial diligence.
Succession Planning
Show how the business and its relationships continue after you step back.
Questions worth asking.
What does a sell-side M&A advisor actually do?
We help a business owner prepare for a sale, identify and engage suitable buyers, present the investment case, compare offers, and move a chosen transaction toward closing. Caldecott coordinates the commercial process with you and your other advisors. The engagement defines the work, responsibilities, and fees before it begins.
Do you already know the buyers in my industry?
Sometimes we have relevant relationships; sometimes the work starts with fresh research. We tell you which is which. In either case, we investigate the buyer universe for your business and speak with potential acquirers to understand fit. An existing relationship is a starting point, and a researched name still needs to become a qualified conversation.
How do you protect the business while researching buyers?
We can discuss acquisition criteria without identifying your company. We agree the outreach list and release process with you, use an anonymous introduction where appropriate, and coordinate confidentiality agreements before sharing sensitive materials. You stay involved in decisions about who receives information and when.
Can you help if I am not ready to sell yet?
Yes. We can begin with a defined preparation engagement: clarifying earnings, developing management independence, understanding value, or building sale materials. Together we decide what needs to be ready before approaching buyers and whether a full sale engagement makes sense.
How will we decide which offer is best?
We compare the economics and the obligations together: cash at closing, rollover equity, contingent payments, working-capital assumptions, your future role, the team’s transition, financing, and diligence conditions. The right choice depends on your priorities and the strength of the proposed path to closing.
How are your fees structured?
We agree the scope, any upfront charges, and any success fee in writing before work begins. If compensation from a buyer or another party is proposed, we explain who pays, how it affects your fee, and any associated conflicts so you can evaluate the arrangement. There is no obligation to choose a particular buyer.
Tell us what you’ve built—and what you want next.
We’ll start with the business, your priorities, and what it would take to explore a sale thoughtfully.
Start a conversation