Ask yourself these business questions
We advise and help the owners of Small and Medium sized Enterprises (SMEs) to identify and manage critical success factors that will enable transformative change to be made, which drives their businesses through to the next level.
Always handled with care.
What makes us different to other Advisers?
Building and managing a successful business is difficult, even Steve Jobs and Mark Zuckerberg had mentors.
The main ambition for most entrepreneurs is to achieve a lasting legacy, a meaningful capitalisation event, or a succession to the people that matter... evolving from being an Owner Manager to an Investor.
At Alpha Investment Office, we know what the journey looks like for successful business owners, because we absolutely get it, and are retained by them delivering value throughout.
This level of hands on, trust, objective advice and management is difficult to find for business owners, but as entrepreneurs ourselves, we have deep insight and know what works.
We’ll optimise your business, and advise you when it’s ready to be sold.
How we deliver business success
Your Business Current State Assessment
We will undertake an objective assessment of your business that will detail your Critical Success Factors, Risks, Dependencies and Actions, that will drive future value for the shareholders.
Tailored to your business and industry sector using our know-how, and proprietary plus external research, from private and listed markets.
One Joined-Up Roadmap
We will devise a strategic and actionable business plan that will enhance your business and make it attractive to prospective future buyers, ensuring your personal wealth requirements are incorporated as part of your tailored and joined-up roadmap.
Extracting profit and mitigating risks that could impact the business along the way.
Implementation
Our agreed roadmap will form the basis of your strategic business plan, addressing the key areas that are holding you back, enhancing value as we tackle each objective throughout our journey.
Enhancing your business and building a sustainable and profitable income stream
Building to Exit
We will agree your business milestones and a path to exit, ensuring that we maximise its value for the shareholders, whilst de-risking the enterprise for your future buyers.
Allowing the transition to your senior management team for day to day decisions enabling you to move from owner manager to strategic investor and shareholder.
Finding the right buyer and closing the sale
Using our network of institutional acquirers and knowledge of private markets, we will find the right buyers for your business ensuring your core values, commercial framework and monetary objectives are maximised.
Leaving you to look forward to your next challenge
Built by entrepreneurs.
For entrepreneurs.
For more information about our exclusive business services, please visit our sister company Alpha Enterprise Solutions.