HOW WE MATCH YOU TO THE RIGHT BROKER

  • 01

    ANALYSIS

    Our specialists conduct a detailed analysis and assessment of your business, including a financial valuation and growth trajectory. This helps to identify areas of opportunity and investment.

  • 02

    STRATEGY

    Once we understand how your business works and what your long-term goals are, we compile a detailed strategy. This includes set milestones with timescales and clear expectations.

  • 03

    MARKETING

    A detailed marketing strategy is crafted to effectively differentiate your business to potential buyers. We also introduce clients to tax, accounting and legal specialists for guidance.

  • 04

    OPTIONS

    We establish a panel of suitable businesses with mutually aligned values and cultures. Essential background information and data is provided to help clients select their preferred options.

  • 05

    FEEDBACK

    Dedicated support is provided to help our clients carefully assess options. Our specialists then work with clients to progress next steps and secure any offers from compatible businesses.

  • 06

    SUPPORT

    IDEX provide dedicated support throughout the process, offering guidance on all due diligence. We ensure issues are dealt with promptly, acting as an intermediary until contracts are signed.