Raise profit and make the business run without you.
In half a day we agree what would make your FM business worth more to a buyer, and write down what to do first.
For owners two to five years from a sale, with time to act on what the workshop finds.
£2,120 + VAT, a fixed fee.
Led by Nick Hunt, Strategic Growth & Exit Adviser.

What you get
- A clear picture of the business a buyer would want to buy.
- A plan for the next 12 to 36 months, priorities in order.
- A first view of how buyers are likely to value the business, and what they will expect.
- Agreed actions that make the business easier to sell and strengthen your hand in a negotiation.
How it works
A free first conversation
Tell us about the business and who owns it.
Before the day
We read your figures and send a few questions.
The workshop
Half a day with the shareholders: value, buyers and what to change.
The plan
The priorities and agreed actions: who does what, and by when.
What we look at
What you want from a sale
We start with you rather than the business: when you would like to sell, the sum you need, and what matters to you personally, such as the future of your staff or a role after the sale.
Where there is more than one shareholder, the workshop is often the first time everyone says this out loud in the same room. Agreeing it early matters, because it decides which buyers suit you and how much time there is to work on the value.
What drives the value
Buyers price on what a business earns, and on how steady those earnings look. A firm that earns more from the same contracts is worth more to them than one that is simply busier.
So we look at how good and how steady your profit is, how much of your income comes from contracts and how long they run, and how your work is mixed between hard FM, soft FM and the sectors you serve. Each of these moves what a buyer will pay, and each can be changed over two to five years.
What buyers will look at first
Different buyers want different things. A regional competitor may want your contracts and your site teams. An investor-backed group building a larger business may be buying for geography, a service line it lacks, or self-delivered hard FM.
We go through what trade buyers, firms already in the same line of work, and investors building larger groups, tend to examine first, so the plan works on the things the likely buyers of your business will actually test, rather than on everything at once.
Reliance on you
If you hold the key client relationships, price the tenders and sign off every contract renewal, a buyer is really buying your time.
The workshop looks at how to make the business less dependent on the owners and on one or two key people: a contracts or operations manager who holds client relationships, someone other than you who can deal with reactive calls and escalations, and routines written down so they do not live in your head. These changes take time to show, which is why they come early.
Growth that shows in the profit
Not all growth helps a sale. A year of one-off projects can raise turnover and leave profit, and next year's income, much where it was.
We look at the steps that raise profit and make it steadier: pricing, the mix of services, contracts that no longer pay their way, how much you self-deliver, and winning more of the longer, planned and compliance-led contracts buyers value. The aim is growth a buyer can see in the accounts, not just a busier diary.
People and accreditations
A buyer looks hard at the people who deliver the contracts. The work can cover formal contracts, a skills matrix, staff records ready for a transfer under TUPE, and ISO, CHAS, SafeContractor or Constructionline approvals kept current across the business rather than resting on you alone.
A buyer will also ask about pay set against the market, and about any manager or engineer close to retirement, because they want to know who stays and why.
Ways to sell
A sale to a trade buyer is not the only route. Some owners sell to an investor-backed group, some to their managers, and some to an employee ownership trust. Each route suits different owners and is taxed differently, so we look at which ones fit what you want before the plan is set.
We do not give tax or legal advice. Where a route needs it, we will say so and work alongside your own accountant and solicitor.
Who should be in the room
The workshop works best with every shareholder present, and with any senior managers you want involved. Hearing a buyer's view together tends to settle questions that would otherwise drag on, such as who will run the business after you and what each shareholder needs from the sale.
Before you book, we suggest who should attend and when to hold it.
The plan you leave with
The workshop ends in a written plan: the priorities in order and the agreed actions, with who does what and by when. It may look 12 to 36 months ahead.
That planning horizon is separate from the Reads Pre-Sale Programme, which runs 12 to 24 months, priced to your plan, paid monthly if you want us working alongside you on the plan. Each step stands on its own, so you can also take the plan away and deliver it yourselves.
What you'll need to have ready
- Your recent accounts and monthly figures.
- Half a day with the shareholders, and any senior managers you want in the room.
- Your own view of when you would like to sell and what you need from it.
What happens after
If the figures need work, add the Finance & Information Readiness Review. Nick then leads the Reads Pre-Sale Programme: 12 to 24 months, priced to your plan, paid monthly. When the value meets your hopes, the Full Value & Sale Readiness Review prepares the business for buyers.
Buying a preparation service does not commit you to selling, or to selling through Reads.
Questions owners ask
How long is the workshop?
Half a day, with the shareholders and any senior managers you want in the room.
What does it cost?
£2,120 + VAT, a fixed fee.
Who runs it?
Nick Hunt leads the Exit Strategy Workshop. Simon Read brings the view of what buyers pay for.
What do I come away with?
A clear picture of the business a buyer would want to buy, a plan for the next 12 to 36 months with priorities in order, a first view of how buyers are likely to value the business, and agreed actions.
Is the workshop the Reads Pre-Sale Programme?
No. The workshop agrees the plan in half a day. The Reads Pre-Sale Programme is the work of putting a plan into practice with us: 12 to 24 months, priced to your plan, paid monthly.
Who is it for?
Owners two to five years from a sale, with time to act on what the workshop finds, and shareholders who need to agree what they want from a sale.
Does buying it commit me to selling?
Buying a preparation service does not commit you to selling, or to selling through Reads.
Take the details away
Know your numbers
- Is the profit real and lasting?
- Start with what each contract and service line leaves behind. Gross margin shows whether pricing covers labour, subcontractors and materials; EBITDA margin compares operating earnings with sales before interest, tax, depreciation and amortisation. Keep evidence for adjustments. Then set turnover growth beside revenue per head, the mix of hard and soft FM and how much you self-deliver: a busy year of one-off projects is different from lasting demand the team can deliver.
- Is the cash there?
- Look first at the working capital needed to keep work moving: unpaid invoices on monthly contract billing and the cost of mobilising new contracts can tie up money. Cash conversion then shows whether the reported profit reaches the bank, especially when large clients pay slowly. Read the two together so a profitable contract does not hide a funding gap.
- Does the income keep coming without you?
- Show contracted revenue separately from reactive work without a contract. Set it beside contract terms and renewal dates to show forward revenue visibility. Client concentration shows what losing your largest client would mean; explain who in the team holds those relationships after you leave.
Talk it through with us.
A first conversation is free and confidential. It tells you where your role and your margins stand, and what your options look like.