M&A and Exit Advisory

Build value in your business, and be ready when it’s time to sell or buy.

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Preparing for a sale or an acquisition

Whether you’re planning to sell your business or buy another one, clear financial information makes the process smoother and gives you a stronger position. Exit and acquisition preparation is about getting your numbers, reporting and plans ready well before you need them.

Experience from the owner’s side

English Oak Financial’s founder, Jake McKenna, also founded ATP Accounting Ltd and later sold the firm. He has been through a sale as the owner. Read more about Jake and the firm.

What we offer

As part of our Fractional CFO & Advisory service, support can include exit or acquisition preparation, M&A and exit advisory, strategic financial planning and board and investor reporting.

Cost and what we don’t do

Fractional CFO & Advisory starts from $2,500 a month. Pricing is custom to your business and charged as one fixed monthly fee that includes all the work required. See pricing.

We don’t prepare tax returns, perform audits or give investment advice. Where tax work is needed, we work alongside your CPA or tax professional.

What sale readiness involves

We help owners get their business ready to sell. That includes:

  • cleaning up and normalizing the financials
  • a quality-of-earnings-style analysis with add-backs
  • building the financial model
  • assembling the data room
  • supporting you through buyer due diligence

We work alongside your broker, lawyer and tax adviser.

What is out of scope

  • formal valuations
  • negotiating the deal
  • legal advice
  • tax advice
  • investment advice

We can refer you to trusted specialists for these.

Common questions

Do you offer M&A and exit advisory?

Yes. Exit or acquisition preparation, and M&A and exit advisory, are part of our Fractional CFO & Advisory service.

Has English Oak’s founder sold a business?

Yes. Jake McKenna also founded ATP Accounting Ltd and later sold the firm.

Do you give investment advice?

No. Investment advice is outside our services.

What is out of scope?

Formal valuations, negotiating the deal, legal advice, tax advice and investment advice. We can refer you to trusted specialists for these.

Related services

Planning an exit or an acquisition?

Schedule a free introductory consultation and tell us what you’re planning.

Schedule Consultation