Business sale · Valuation · Transfer to third parties
The Sale Readiness Assessment is a dossier with the value of your company calculated with three methods, the realistic price range, what can make it worth more and the best tax route to cash in. Fixed fee, 2-3 weeks, strict confidentiality. Credited in full if you then entrust the sale to us.
Video call or at our office in Erba (Como) · Confidentiality agreement before any document
Three situations we see every month
You want to exit well, realise the value of thirty years' work and protect the people who work there. But you don't know what it is worth, who might buy it, or where to start without anyone finding out.
A competitor, a group or a fund has put a number to you. It seems a lot — or too little. Without an independent valuation you are negotiating in the dark, and the buyer knows it.
You need a value that holds up on both sides of the table, a tax structure that doesn't burn half the price, and an agreement that leaves no loose ends.
The product
Not a rough guess, nor a quote in the dark: a defined piece of work, with a price and a deadline, that brings you to the table with the numbers in hand — even to decide not to sell.
How it works
Free and confidential. You tell us about the company and what you would like; we tell you honestly whether and how it makes sense to proceed.
Video call or officeWe sign the confidentiality agreement. An hour on history and goals, then financial statements, tax returns and main contracts in a dedicated data room.
60 minYou receive the Assessment. We go through it together: the value, its reasons, what to fix, how much you would cash in and how.
90 minSell with us (fee credited), with others, or wait. The dossier is yours and is also useful for the bank, your partners, your heirs.
Within 60 days for the creditHonesty first
The firm
A tax, accounting and corporate advisory firm for businesses. We advise entrepreneurs and family groups on extraordinary transactions — sales and acquisitions of businesses, contributions, reorganisations — from pre-deal to post-closing, with a single point of contact for tax, accounting and contractual matters.
We carry out the transactions we propose on our own account too: we know what buyers look at, because we buy as well.
We work from Erba with clients throughout Italy, by video call and with a confidential data room. We work alongside the accountant and the notary who already look after the company.
Frequently asked questions
No, and be wary of anyone who does: a number given in half an hour without financial statements is a feeling, not a valuation. In the call we understand the situation and tell you whether the Sale Readiness Assessment makes sense. The value, with its range and its reasons, comes in the dossier.
It is the first concern of anyone selling, and we treat it as such: a confidentiality agreement signed before we receive any document, a dedicated data room, no contact with third parties without your written approval. Employees, customers and suppliers know nothing until you decide.
A 10-20 page dossier: value with three methods (asset-based, income/cash-flow, market multiples) and a realistic price range; what raises and what lowers the value; the points a buyer will challenge in due diligence; the most tax-efficient route to cash in (sale of shares or of the business, holding company before the sale, PEX participation exemption regime); a 6-12 month roadmap.
If after the dossier you decide to sell, yes: we prepare the memorandum, identify and contact potential buyers anonymously (competitors, groups, funds, managers), and manage the negotiation, due diligence and contracts through to closing. This is the sale mandate, with a retainer and a success fee: the Assessment is credited in full.
From dossier to closing, between 6 and 12 months in most cases. Timing depends above all on how "ready" the company is: clean accounts, contracts in order, less dependence on the owner. The dossier tells you what to fix first, and that is often what makes the difference on price.
The first step
You tell us about the company and what you have in mind. You leave with an honest answer: whether an Assessment makes sense, what it would tell you, and whether it makes sense to work together. On the other side of the table? Want to buy a company →
Choose a day and time
The calendar is loading. If it doesn't appear, book from the dedicated page or write to us: we will propose three time slots within one working day.
Open the full-page calendarPrefer the full page? Book on /en/book/ · Confirmation and video call link by e-mail
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