What a coffee can unlock

Many owners are so focused on running their business day-to-day that planning for a future exit rarely gets attention. That’s normal, but as buyer activity picks up across the market, having an early conversation can make a meaningful difference for valuations. They help clarify your ambitions, whether immediate or long-term, and outline options with actionable steps to prepare your business for maximum value when the time is right.

How we help unlock options for you

Our starting point is simple: an informal strategic review. No rigid agenda, just a chance to listen, understand how your business operates, your goals, timelines, and priorities for the wider team. From there, we apply deep sector experience to share honest, actionable advice on next steps. Even a short conversation can shape your thinking, whether you’re considering an exit soon, in a few years, or just exploring options.

We’ve advised clients across a broad range of sectors, with a particular focus on Infrastructure Services, Security Technology, Healthcare and Financial Services. By helping owners prepare thoroughly and running competitive, well managed processess, we consistently achieve EBITDA multiples above industry averages. With strong buyer appetite and significant capital focused on these sectors, many owners are finding that now is an opportune moment to explore what the market might offer. 

From reviewing ownership to considering trusts

At Heligan, we focus on supporting clients throughout their journey. Alongside business planning, personal wealth planning matters too. With tax changes and political uncertainty, timing is critical. Even straightforward steps can make a big difference, from reviewing ownership structures and considering trusts, to exploring Family Investment Companies (FICs) and planning the timing of Capital Gains Tax. If further discussion would be helpful, we would be happy to arrange an introductory meeting.