How Prepared is Your Company for Institutional Investors?

Take our 2-minute free assessment and see how your business compares with the standards of institutional investors.

Get your Investor Readiness Score, along with instant, practical advice, powered by over £1 billion in M&A transactions.

Not planning on selling yet? You still get valuable insights to help future-proof and strengthen your business when the time comes.

Most business owners believe their company could be sold tomorrow.

In reality, very few are prepared to meet the high standards of institutional investors. Many failed company sales are often the result of avoidable weaknesses.

Our Investor Readiness Assessment shows you exactly where you stand. We evaluate your company across the areas investors review most closely, including:

  • Dependence on the founder or owner.
  • Financial controls and reporting quality.
  • Strength and depth of the management team.
  • Documented systems and operational processes.
  • Exit planning and transaction strategy.
  • Client concentration or over-reliance on a few major clients.
  • Valuation expectations.
  • Due diligence readiness.

Client Success Stories

Over 37 businesses have trusted us to sell or raise capital, helping entrepreneurs and business owners reach their goals. Here’s what a few of them they say about working with us.

“We have been working with Theo for a few months now. Through his network he managed to connect us with 2 funders who we quickly established synergy with. We previously found it very challenging to secure the required growth capital”.

Finance Director, Real Estate Developer

“We worked with Theo to broaden the reach of buyers for our manufacturing business. It was a great learning experience for us, and Theo guided us through the entire process. We are very satisfied with the services we received”.

CEO, Consumer Goods Manufacturing


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