Succession, sale and investment: working on the business

Selling a business can take three years from the moment an adviser is appointed. Investment can take longer if the board is still performing rather than governing. Owners who are still working in the business discover too late that buyers pay for a firm that runs without the founder in every meeting.

The independent view before you commit

Diversification, acquisition, exit, PE, refinance. These are expensive things to get almost right. A Strategic Board Advisor brief exists for the owner who wants a second opinion from someone who does not take the transaction fee and will not chase after the meeting.

When the seat should be a Chair

If the event is real — a sale process, a PE conversation, a successor who is not ready, a finance function that wobbles — appoint. Twenty-four days a year is cheaper than a failed diligence or a deal that collapses on lock-in.

When the horizon is five years

That is IPO in 5: a ready-made board, monthly pace, specialists in finance, sales, marketing and growth, chaired by Jayesh. The owner keeps choices. The accountant keeps the client.