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 in a year where buyer activity has reached its highest level in over five years, early conversations can make a meaningful difference. 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 sectors like infrastructure, secure technology, ifa and infrastructure, consistently achieving EBITDA multiples above industry averages by helping owners prepare thoroughly and managing competitive bid processes to drive value. Given the strength of current buyer demand and the depth of capital targeting the sector, 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.