Helping leaders navigate the path to value realisation

In professional services, creating a valuable and sustainable business takes years of skill, judgement and hard work. But when the time comes to prepare for a future equity event, seek external investment or sell your firm, many leaders find the path ahead less clear.

That’s why we wrote “Unlocking Value” – a practical guide to help founders, owners, boards and investors navigate the key decisions that shape value and drive deal success.

“Unlocking Value” is written to help leaders build firms that are not only valuable, but ready for the opportunities and challenges that come with investment or exit.

What’s inside ‘Unlocking Value’?

This guide combines practical experience with insights from research with more than 25 investors, advisors and founder-operators in the sector. Here’s what you’ll learn about:

✅ The key players, terms and structures involved in an equity transaction
✅ How to strengthen both EBITDA and multiple – and why both matter
✅ The importance of shareholder alignment (and how to build it)
✅ What makes deals succeed – or fall apart
✅ How to prepare your firm, even if a deal is years away
✅ The emotional and leadership challenges that come with stepping back

Who is it for?

🔹 Founders and owners of professional services firms considering future investment or exit
🔹 Boards and leadership teams preparing for a potential equity event
🔹 Investors and advisors supporting professional services firms on the path to value realisation

Why download this eBook?

When thinking about value realisation, it’s easy for leadership teams to focus mainly on the technical aspects of a transaction. “Unlocking Value” helps broaden the lens – giving leaders the clarity and perspective to prepare their firm, their team and their shareholders for the full journey ahead.

Get your free copy now

As with all our publications, “Unlocking Value” is freely available for you to use and share. We hope you find it helpful, and we’d welcome your feedback once you’ve had a chance to read it.

Simply fill out the short form below to get instant access to “Unlocking Value”.

 

 

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