Selling your business

Preparation of information

Throughout the process, potential acquirers will need access to a range of information on your business. It is best to begin gathering the information from the start of your process.

You will need to gather a significant amount of information at the beginning of a potential company sale. This is critical for developing an attractive equity story, refining projections and preparing due diligence later in process.

The collection, analysis and presentation of data is a time-consuming process. It involves working closely with your colleagues from key business functions as well as advisors to identify relevant information that best depicts the company’s performance.

Develop an information strategy

It’s important to have a clear idea on what buyers are looking for at the beginning. Once you are in the full swing of a process, your time for information gathering will be limited! Moreover, you should be bale to present the information in an attractive light, while keeping to the facts and making sure that the information is accurate and truthful.

Not all information is created equal and here are some considerations you might want to bear in mind during your information-gathering mode:

  • Not everything will be relevant to buyers - knowing what to share will avoid the time-consuming process of finding information that buyers will not be interested in seeing
  • You may need to overlay analysis on some information, to tell the full story (for instance your business might be highly seasonal)
  • You might want to disclose information that could attract additional questions from buyers  towards the end of the process, with high-likelihood buyers only
  • Especially when dealing with trade buyers who might have competing interests, some information will be confidential and will need to be shared only towards the end of the process

Everything should be scrutinised and planned to present an attractive and accurate picture of the business. By doing this, you will create a positive first impression and increase your chances of securing a transaction at the best possible valuation.

Information as a tool

When gathering and preparing information for potential buyers, it is important to remember that a data dump is not the best way to share information. Being on the front foot and sharing buyer-ready information, will not only help speed up the pace of the diligence and reduce drop-out rate amongst buyers. It will allow you to better control the narrative and ensure that buyers are looking into your business in the right way.

While this exercise is very important, it is also extremely time-consuming. Our specialists can help you in:

  • Discerning the information that buyers will want to see, from less relevant one
  • Prepare and overlay analysis and narrative when sharing information with buyers
  • Redact confidential information
  • Stage the timing and release of data with your counterparties

But, perhaps most importantly, our specialists will help you save a considerable amount of time, so you can focus on running and growing your company!

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Arun K.
Jewellery business, Founder

Ithaca was able to provide hands-on support to put together a financing plan in very little time.

Through the platform, we were connected to a handful of freelancers based on their affinity for our business model and their backgrounds (it was great to see all had blue-chip financial institutions backgrounds).

Our specialist was pragmatic and results-oriented – she understood our business inside out and was able to deliver with minimal oversight.

The app was user-friendly, intuitive and real added value, as it helped us navigate all the steps of the project, from matching and outline, to delivery, to payment and completion.

Tomás L.
Hardware technology company, Founder

We wanted to update our internal operating model and perform a valuation analysis on our business.

Our specialist did a great job of pinning down the key drivers of our company and remodelling projections using a more realistic, simpler framework.

The valuation analysis was extremely detailed and touched on all the key valuation methodologies.

It is not our first time using freelancers or freelance platforms in the past, but the end-to-end focus on project delivery made Ithaca a fundamentally different, superior experience.