Northtrail Partners prepares founder and family businesses of $2m–$50m for the transaction that’s coming - whether you’re planning it, or a buyer’s letter just made the plan for you.
You’ll transact once. The buyer across the table does it every month - with a diligence machine, an earnings playbook, and a structure for every doubt. The findings they’ll discover in your business already exist today: customer concentration, owner dependence, an unassigned piece of IP, earnings that won’t survive scrutiny. Unfixed, each one becomes a chip off your price - priced by the buyer, on the buyer’s terms.
Start with the Shadow Bid™: the indicative offer letter a buyer would write for your business today, every price adjustment traced to its cause.
Shadow Bid™ →Don’t reply yet. The first reply is where owners give the deal away.
Act this week →The Transaction Readiness Assessment: eight weeks, six dimensions, every finding priced, and a 100-day plan to recover the value.
Readiness Assessment →Every material finding is translated into dollars: headline value, less the buyer’s chip for each unresolved finding, showing the value recoverable through preparation. It’s called the Value Recovery Bridge, and it turns a readiness report into a business case.
Illustrative example. Bronze means value recovered - bronze is earned.
15 years and $20bn+ of M&A advisory across Big 4 transaction services, investment banking and ASX20 corporate development. Qualified lawyer. Every engagement delivered by the principal - the person who assessed your business is the person in the room.
About Adil Moosa →Your client stays yours. Northtrail doesn’t do tax, compliance or bookkeeping - ever - and pays no referral fees, so there’s nothing to disclose and nothing to explain. Send a client the seven-minute self-assessment when exit comes up. If your client receives an approach: call that week, before they reply.