INVESTMENT MEMORANDUM SERVICE

Investment Memorandum

A unique professional service dedicated to maximising your business valuation or investment potential


My Expertise will show off your Company’s full Growth Potential and help time your exit to perfection

 

The Living I.M.

  • Investment memorandum built around your business as it grows.
  • Aimed towards business owners wishing to exit in 3 to 5 years.
  • I work with you and the board to ensure your business value and potential is fully reflected in the I.M. I maintain.
  • Fixed Fee starting at £2,000 per month – absolutely no surprises.

Information Memorandum

  • Information Memorandum prepared for a specific purpose (e.g. raising investment, exit).
  • Three year forecast including P&L, balance sheet and cash flow.
  • Fixed Fees agreed up front starting from £7,500 – absolutely no surprises.

Pitch Deck

  • Pitch Deck prepared for a specific purpose (e.g. raising investment).
  • Three year forecast including P&L, balance sheet and cash flow.
  • Fixed Fees agreed up front starting from £7,500 – absolutely no surprises.

Why use my Stepchange Business Growth Investment Memorandum Services?

I have over 25 years of experience buying and selling business and I have worked in numerous sectors including manufacturing and services.

I know how to produce a fantastic I.M. which will ensure your business receives the best offer or the investment it deserves.


I’m interested in working with Stepchange Business Growth – what do I do next?

I offer these services in the North East of England and across the UK as a stand alone project. If you’re interested in utilising my skills in this area then I would love to here from you so please contact me.