Why Choose Caldey
At some point in their careers, most entrepreneurs like you need specialist advice when faced with particularly momentous decisions.
Who you choose to help you make those decisions has to be based on trust – that they will be able to help you achieve the best possible outcome.
That trust takes time to earn.
Why Choose Caldey
At some point in their careers, most entrepreneurs like you need specialist advice when faced with particularly momentous decisions.
Who you choose to help you make those decisions has to be based on trust – that they will be able to help you achieve the best possible outcome.
That trust takes time to earn.
At Caldey, we understand that when selling or buying a business, or looking to attract funding, you will benefit from working with people who are totally focussed on your objectives, who don’t simply present you with a quick, out-of-the-box solution.
That’s why we invest as much time as necessary working alongside you to understand your unique situation and objectives. We then apply our experience and knowledge to provide you with clear advice on the options available to achieve your objectives.
We can also arrange access to third parties who are able to turn those options into a reality – buyers, business sellers, funders – as well as other specialist advisors you will need during the process, such as lawyers and tax advisors.
Like many entrepreneurs, you are probably very accustomed to making things happen by yourself. But your journey to value does not have to be one that you make on your own. At Caldey, our role is to accompany you every step of the way. You can draw on our experience, values and approach to make sure your journey is a successful one.
The Journey
Why Corporate Finance?
In our experience, many entrepreneurs are reluctant to describe their business as ‘corporate’. So they might well question why they would need corporate finance.
The fact is, in order to achieve the best outcome when selling their business, or the most trustworthy advice when buying one, or to attract resources to fund growth, they need the expertise from a corporate advisor.
Ideally, you will want someone working alongside you that has corporate experience and contacts, yet has an entrepreneur’s mindset. A company that understands how it takes time to build a relationship and earn trust, and that believes it is essential to invest that time in doing so.
Sourcing – finding a party that believes in your business
Buyers – if you want to sell your business, you need to find a buyer. Caldey will help you to do exactly that, using a multi-channel approach that includes making use of the direct and indirect networks we have built up over many years.
Funders – a bank or lender that will lend to your business to allow you to achieve your aims, or an investor who will invest for a share of the business and help you to grow it. In sourcing funding, Caldey helps you to clarify your objectives, formulate clear messages and information about what you want to do, finds the right funders and explains how supporting your plans is a good business proposition for them. explains your plans and how supporting them is a good business proposition for them.
Marketing and Selling
Broadly speaking, this encompasses two elements:
Firstly, Potential buyers need to understand your business: What is special or unique about it? Why do customers buy from you? How does it generate the profits it does? Why will it be a success in the future? Caldey builds a strong story about how you have developed the business to where it is now, and where it can go in the future. This story is told through key messages that are presented to the buyer during all interactions.
Secondly, This story is told through the careful crafting and creation by Caldey of Marketing material intrinsic to the success of the process and that focusses on the key messages of your business.
Ultimately, our role is to present a compelling argument to persuade the buyer that they need your business.
Negotiations
In simple terms, how much a buyer is willing to pay for your business depends on how much they want or need it. The role of Caldey is to establish a strong rapport with the potential buyers, and demonstrate to them why it is worth paying more for your business. Drawing on Caldey’s many years of experience, Caldey will also create competitive tension amongst the interested parties and capitalise on this, and advise you when we believe the buyer has reached their limit. In essence, value is optimised in both the eyes of the seller and the buyer.
Due Diligence and Legal Completion
The Journey
Why Corporate Finance?
But the fact is, in order to get the greatest return when selling their business, or the most trustworthy advice when buying one, or to attract resources to fund growth, they need the expertise from a corporate advisor.
Ideally, you will want someone working alongside you that has corporate experience and contacts, yet has an entrepreneur’s mindset. A company that understands how it takes time to build a relationship and earn trust, and that believes it is essential to invest that time in doing so.
Sourcing – finding a party that believes in your business
Buyers – if you want to sell your business, you need to find a buyer. Caldey will help you to do exactly that, using a multi-channel approach that includes making use of the direct and indirect networks we have built up over many years.
Funders – a bank or lender that will lend to your business to allow you to achieve your aims, or an investor who will invest for a share of the business and help you to grow it. In sourcing funding, Caldey helps you to clarify your objectives, formulate clear messages and information about what you want to do, finds the right funders and explains how supporting your plans is a good business proposition for them. explains your plans and how supporting them is a good business proposition for them.
Marketing and Selling
Broadly speaking, this encompasses two elements:
Firstly, Potential buyers need to understand your business: What is special or unique about it? Why do customers buy from you? How does it generate the profits it does? Why will it be a success in the future? Caldey builds a strong story about how you have developed the business to where it is now, and where it can go in the future. This story is told through key messages that are presented to the buyer during all interactions.
Secondly, This story is told through the careful crafting and creation by Caldey of Marketing material intrinsic to the success of the process and that focusses on the key messages of your business.
Ultimately, our role is to present a compelling argument to persuade the buyer that they need your business.
Negotiations
In simple terms, how much a buyer is willing to pay for your business depends on how much they want or need it. The role of Caldey is to establish a strong rapport with the potential buyers, and demonstrate to them why it is worth paying more for your business. Drawing on Caldey’s many years of experience, Caldey will also create competitive tension amongst the interested parties and capitalise on this, and advise you when we believe the buyer has reached their limit. In essence, value is optimised in both the eyes of the seller and the buyer.
Due Diligence and Legal Completion
To discuss your aspirations and dreams for your business in confidence.