Sell when you're
ready, to the right
buyer.
That might be a trade buyer, your management team, or your own employees via an EOT. We value the business, build and manage a data room and see you through completion, whichever route you take.
Ask your accountant what your agency is worth. Watch their face. That pause... that's the gap we fill.
Phase 1 · VALUATION
Start with a valuation report and add hands-on advisory to close the gap before you sell.
Phase 2 · ROAD MAP
Spend 12 to 24 months closing the gap between what it’s worth today and what it could be worth at exit.
Phase 3 · DATA ROOM
A buyer’s at the table. We build, host and defend the data room, manage the query log, and see it through.
WHO EXIT IS FOR
Built for three kinds of people.
Weighing up a sale in two years, or signing paperwork in two months.
01
Existing clients
We already hold your numbers, so your valuation starts from clean data. Ideal if you’re starting to wonder what the business is worth.
02
Solicitors & brokers
A client with a live deal who needs the financial side handled. Bring us in for a valuation test, a data room build, or both.
03
Founders new to us
Your own accountant may run your books, that’s fine. Start with a valuation report today, or bring us in purely for the data room.
PHASE 1 / VALUATION
Know your number, fast.
We know an AI tool can spit out a multiple times valuation “estimate” in ten seconds. Fine as a rough idea. But we also know a buyer’s accountant will spend three weeks taking that number apart. We ensure your valuation is defendable.
From £750
LITE REPORT*
The headline numbers, fast.
Normalised, maintainable earnings
Enterprise value range
Indicative equity value range
45-minute debrief call
> View sample report
From £2,500
FULL REPORT*
Everything in LITE*, evidenced.
Evidenced normalisation schedules
Top value drivers & detractors
Bridge from enterprise to equity value
Normalised working capital level
Client concentration & contract analysis
Net proceeds by exit route
90-minute debrief session
> View sample report
PHASE 2 / ROAD MAP
Spend 12 to 24 months growing the number.
A valuation report tells you where you stand. The real value comes from what happens next. We stay alongside you, quarter after quarter, closing the gap between what it’s worth today and what it could be worth at exit.
01.
Road Map Report
From £1,750
What to install, fix and improve over the next 12–24 months. A clear and prioritised plan, not just a number.
> View sample report
02.
Quarterly Review
From £850 /mo
A financial review and a F2F progress check-in every quarter. We hold you to the plan, and challenge you where you’re falling behind.
> View PDF brochure
PHASE 3 / DATA ROOM
Built, indexed and updated. From first upload to signing.
£8,000 set-up fee + 0.5% sucession fee only on completion.
Every sale needs one, whoever’s buying. We take ownership of the entire financial DD process. Building the data room, managing the query log, drafting responses, and sitting alongside the solicitor on the financial elements of the deal. You (or your client) approve. You don’t author.
01.
Data room build
Structured, populated and indexed. Three years of clean financials, tax papers and 100+ answers to the questions buyers always ask, ready and waiting.
02.
Query management
Every financial query comes to us first, answered in the buyers format and linked to our data room. No panicked emails and no gaps that become price chips.
03.
Completion support
Locked box or completion accounts, HMRC valuations agreed, funds flow, SPA financial schedules, tax warranties and covenant reviews so no surprises at signing.
04. Optional, for a trade sale.
Information memorandum (IM)
The document a serious buyer reads before making an offer. It tells the story of your business, backed by the same normalised numbers that sit in the data room, so nothing in it unravels under due diligence.
From £3,500
20-30 page IM document
Clients, team, market and strategy
Growth and financial summaries
Released only under an NDA
05. Optional, for a trade sale.
Buyer outreach
Many agency sales start with a buyer the founder already knows. If you don’t have one, we’ll find interest discreetly, without putting your name on the market.
From £2,500
Target list 20-40 agreed with you
Anonymous 1-page teaser built and sent
Buyers vetted and NDAs signed
Introductions to the serious buyers
Before you book the call
FAQs.
Completely. Nothing goes beyond your CORNEL team unless and until you decide to bring in a buyer, broker, or adviser… that timing is entirely yours.
Ideally 12 to 24 months out, since that’s how long most of the value-building work takes to land. But a LITE Report works at any stage – even if a sale is years away or simply for an ‘idea’ of your business value today.
Yes, always. Their solicitors and accountants will each send a request list, and we answer it in their format. Most of their questions will already be answered in the data room, so we can turn the list around quickly and consistently, and anything awkward has already been explained on your terms..
We can. Many agency sales start with a buyer the founder already knows, and then our IM and data room do most of the work. If you don’t have one, our buyer outreach approaches a targeted list of agency owners and groups, agreed with you, using an anonymous teaser. Nobody learns who you are until they’ve been vetted and signed an NDA. If you’d rather run a wide auction through a broker, we’ll work alongside them.
Yes. We handle the valuation(s), financial side, the data room, buyer queries, completion accounts and coordinate directly with your legal team, so nothing falls between the gaps.
Yes. We work directly with the seller under your process, on the financial elements of the deal. Freeing your team to focus on the legal work.
Typically within a week of the discovery call, faster if the deal timeline needs it. Existing CORNEL clients move faster still, since we already hold the numbers.
The fixed fee (from £8,000) covers the data room build and all buyer-side financial queries and is due regardless of outcome. The 0.5% completion fee covers the final accounts, warranties and covenant reviews as we work alongside your solicitor on the final-leg. The completion fee only applies if the deal reaches completion and means we’re pulling for the same outcome you are.
STAGE 01
← COMPLIANCE
Need the everyday bookkeeping & VAT filings with year end accounts and tax in place first? Start with COMPLIANCE and as you grow, so too can your finance function.
STAGE 02
← GROWTH
The value you build with GROWTH, the founder dependency removed and tight financial control is exactly what a buyer pays a premium for.