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Owner's Option reviews

An Owner's Option Review kicks off with a confidential meeting where you share your background, ambitions and concerns, and provide information on your businesses historical, current and projected performance.

Of course, detailed financial information will be required, but most importantly we are interested in:

  • What makes your business special and differentiates you from the rest?
  • Who are the key people and why?
  • Who are your customers and why do they buy from you?
  • What are your goals and timescales?

Following this meeting and us conducting further analysis on your sector and your niche, we will produce a pithy report giving you:

  • The options available to you
  • Key shareholder value metrics for each option
  • Market Value ranges for your business for each option
  • The deliverability, timing and risks of each option
  • Our view on what option is right for you

We will discuss our findings with you.

The Owner's Option review is a cost effective first step when assessing your possible exit routes. It delivers practical advice which can change your daily business decision making and actions, as well as your strategic aims.

As a result of this review you will know your plan and how you are going to make it happen. In many cases, we add further value, and it should be the start of a profitable and mutually rewarding relationship with Hollis Gore Associates.

Bob Hollis: 0117 973 9373      Patrick Gore: 02920 757 047

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