Family SMEs · Succession & Sale

Is your business worth what you think?
And more importantly — is it ready?

A dedicated M&A director who prepares and executes your succession through to closing: valuation, governance, buyer mapping. Embedded with your team, at a fixed price.

Let’s discuss your project — 30 min →
25+
Years of M&A experience
400+
Deals advised
< 1 wk
Per Assessment
2%
Success fee
Your reality

Succession cannot be improvised

You built this business over 20 or 30 years. But between valuation, family governance and the tax calendar, preparing a succession is a project in its own right.

No visibility on value

You have never had your business valued by an M&A professional. The figure you have in mind may not reflect market reality.

Tax window ignored

Pacte Dutreil, gift-partition, age-related allowances — every year without preparation is a lost tax optimisation. The calendar is working against you.

Accountant ≠ M&A advisor

Your accountant knows your books. But they don’t know the buyer market, don’t negotiate sales and don’t structure transactions.

Start here

Your situation through a buyer’s eyes

In under one week, you know exactly where you stand — and what needs to happen next.

Capitalistic Assessment

< 1 week · €1,850 excl. VAT · Counts as your 1st month of Watch
Indicative valuation — a first substantiated range for your business value
Transferability analysis — is your business ready to be transferred or sold?
Operational diagnostic — strengths and weaknesses as seen by a potential buyer
Buyer mapping — profiles of potential successors (family, management, external)
Buyer red flags — what a buyer would spot and what needs fixing
Roadmap — a dated, sequenced action plan
No further commitment required. If the Assessment convinces you, we discuss next steps. If not, the report is yours to keep.
Your subscription

An M&A director embedded with your team

What your CFO doesn’t have the time, skills or tools to do.

Watch
€1,850 /month
  • ✓ Valuation monitoring (impact of decisions on value)
  • ✓ Succession watch (Pacte Dutreil, tax optimisation)
  • ✓ Governance monitoring (family charter, board)
  • ✓ Buyer red flag tracking (remediation)
  • ✓ 1 strategy session / month (1h)
  • ✓ Response within 48h
Popular
Prepare
€2,650 /month
  • ✓ Everything in Watch +
  • ✓ Succession plan (5-year calendar, monthly updates)
  • ✓ Financial normalisation (adjustments, monthly updates)
  • ✓ Buyer mapping (enriched every month)
  • ✓ Governance structuring (tracking & progress)
  • ✓ 4 sessions / month + dedicated channel
  • ✓ Response within 24h
Succession
€3,450 /month + 2%
  • ✓ Everything in Prepare +
  • ✓ All modules included
  • ✓ Full sale / succession management
  • ✓ Buyer outreach and initial contacts
  • ✓ Data room preparation & management
  • ✓ Coordination with notary / tax advisor / accountant
  • ✓ Family / shareholder relationship support
  • ✓ Unlimited sessions, response within 4h

Minimum commitment 3 months (monthly) or 12 months (-20%).

3 steps

How it works

1

30-minute call

We understand your situation, your challenges, your timeline. Free, no commitment.

2

Capitalistic Assessment

Your situation seen through an investor’s eyes. Delivered in under one week.

3

Tailored roadmap

What needs to happen, in what order, at what cost. You decide what comes next.

Not ready for a subscription? The modules below can be mobilised independently.

À la carte modules

Fixed-price deliverables, no subscription required

Each module can be mobilised independently. One need, one deliverable, one known price.

Sale / Succession

Diagnostic & Valuation<1w.
Multi-method valuation tailored to your company’s profile. Normalisation adjustments, comparable transaction benchmarks, value drivers, timing and structuring recommendations. 2 presentations.
Buyer documentation<2w.
Sale memorandum, anonymous teaser, anticipated Q&A (30–50 items), management presentation. Coordination with accountants and auditors.
Financial Databook<1w.
3–5 year normalised financials, documented adjustments, EBITDA/WC/capex bridge, operational KPIs, management case forecast. Statutory/audit reconciliation.
Data room<1w.
Professional VDR setup, structured tree, DD checklist (200–500 items), population and indexation, access and permissions management, buyer Q&A tracking.
Buyer mapping<1w.
Long list of 30–80 buyers, multi-criteria scoring, profile segmentation, recent transactions analysed, sequenced outreach strategy.
Vendor Assistance<2w.
See the accounts as the buyer will. Identify and fix weak points before going to market. Anticipate DD questions.
Vendor Due Diligence<3w.
Independent report for potential buyers. Quality of Earnings, EBITDA normalisation, working capital analysis, net debt, structural risks. Produced as an independent third party — condition: standalone module (outside subscription).

Acquisition

Acquisition strategy<1w.
Strategic buyer diagnostic, acquisition thesis, ideal target profile, weighted scoring matrix, sector multiple benchmarks, mapping of 50–100 companies.
Outreach & coordination<2w.
Key contact identification, personalised approach teaser, direct outreach, first meeting preparation, post-meeting summary + next steps, NDA coordination.
Target analysis<1w.
3–5 year financial analysis, multi-method valuation, red flags identified, strategic fit vs thesis, quantified synergies, indicative deal structure.
Buy-side Due Diligence<2w.
In-depth financial analysis, red flag identification, key contract review, Quality of Earnings (QoE) analysis, post-DD adjusted valuation, final Go/No-Go recommendation.

Prepare your succession with a dedicated M&A director

30 minutes to assess your situation and define the next steps.

Let’s discuss your project — 30 min → Got a question? Write to us →