Selling your business is one of the most important decisions you will make
AThe businesses we work with have typically taken years, sometimes decades, to build to their current state. The decision to sell involves far more than financial considerations. It affects your staff, your clients, and your own sense of what comes next. Capital and Trust treats that responsibility seriously.
We manage the full sale process on your behalf, from initial market assessment to final completion with complete discretion, and a fee structure that means we share your commitment to a successful outcome.
Understanding what your business is worth
Value in a professional services or financial services business is rarely straightforward. Recurring income, client tenure and concentration, regulatory standing, staff stability, and growth trajectory all play a role as does the appetite of acquirers at the time you come to market. We give you an honest assessment of what your business is likely to achieve, and the factors that will influence that outcome.
We do not tell sellers what they want to hear. We tell them what they need to know because decisions made on accurate information lead to better outcomes than decisions made on optimistic projections.
Managing the sale process
Once you decide to proceed, we manage the process on your behalf. We prepare your business for market, identify the most appropriate buyers, and approach them selectively and confidentially. We do not circulate your information broadly instead we target the acquirers most likely to be the right fit and manage competitive tension to protect your position throughout.
We handle all initial discussions, manage information flow, and support you through due diligence, heads of terms, and into the legal process. Our network of compliance, legal, and tax specialists, whose costs are covered by the buyer, is available to you throughout.
The headline price is not the whole story
Many sellers are tempted by the highest offer. It is not always the right one. Earn-out structures, payment caveats, client retention conditions, and liability terms for pre-sale advice can vary enormously between buyers and the difference can be material to what you ultimately receive. We help you evaluate the full picture of every offer before you make a decision.
Cultural fit also matters. A buyer who understands your business, values your team, and has a credible plan for your clients is worth more than a high number with uncertain conditions. We help you identify which.
What sellers can expect from us
A confidential, no-obligation assessment of your business and its current market value
A selective, strategic approach to buyer identification, not a broad marketing exercise
Full management of the sale process from first approach to completion
Independent advice on every offer, including structure, terms, and buyer track record
Access to our specialist network in compliance, legal, and tax at no cost to you
A success-only fee structure, so we are paid only when you complete.
Take the first step
A conversation with us does not commit you to anything. It gives you the information you need to decide whether now is the right time and what a sale might realistically look like