Options Review – Selling a Business

The Prism Options Review provides an invaluable external perspective on your business, allowing you to compare alternative strategies with realistic numbers attached. As well as evaluating your business, it explores your personal motivations, provides a market valuation of your business, and aims to deliver a roadmap to achieving your financial and other goals.

Led by one of our experienced Directors of Corporate Finance, the review is evidence led, but also explores future opportunities. It is much more than a financial review, looking closely at products & services, people & capabilities, customers, market opportunities and M&A potential.

There are no surprises with Prism, when you meet us you will hopefully realise that our approach is different and highly personal. With aligned goals we work towards these, keeping you up-to-date on progress every step of the way.  We feel it is our personal approach combined with years of experience that makes the Prism way appreciated by clients.

An Options Review delivers a comprehensive process to evaluate options and provide recommendations designed to achieve a successful and timely outcome.

An Options Review covers the following elements:

• A review of personal objectives, motivations and aspirations, including timing
• A review of financial performance – both historic and forecast
• A review of all operational aspects including products/services (including technology & IP), customer composition & relationships, sales & marketing, management & personnel, systems & processes etc
• A review of competition and market dynamics
• A review of recent M&A activity in your sector

The output of the Options Review includes:

• An assessment of the factors affecting saleability & value (both positive & negative) with specific recommendations on actions to enhance value
• An assessment of exit readiness
• Current market valuation
• Identification of options that best meet your personal objectives
• Considerations on timing

The Options Review helps to determine:

• If selling is the right thing to do and evaluates possible alternatives
• When the timing is right for a sale
• How much your business is currently worth
• If acquisition might provide a means to gain critical mass
• Whether a management buy-out or Employee Benefit Trust might provide an alternative route to exit
• Where you should focus your efforts to maximise value

For more information about the Prism Options Review please contact us or click below to arrange a virtual meeting.

The Prism team also provides a range of Additional Services.