At Lomond, the journey begins with a genuine conversation. We take the time to understand what matters most to you, whether it’s looking after your team or ensuring the continued success of your business. Selling your business is a big decision and we’re here to make the process as straightforward, respectful and transparent as possible. 

Before sharing sensitive details, we’ll put in place a confidentiality agreement to protect your interests and ensure all information remains secure. This gives both parties confidence throughout the process, maintaining the confidentiality of your business operations.

Next, we’ll assess your business in detail, with a particular focus on its financial performance, alongside its strengths, opportunities and overall fit within Lomond’s broader portfolio. Understanding historical financial performance is key to evaluating the business’s stability, growth potential and value creation. This assessment ensures your business aligns with our strategic goals and enables us to make well-informed, forward-looking decisions.

Following the business assessment, we move quickly to present a clear and competitive offer. Our process is efficient and focused, allowing us to move from insight to valuation without unnecessary delays. You can expect a timely, well-considered offer that reflects our understanding of your business and our commitment to moving forward with confidence.

Once Heads of Terms are agreed, we’ll prepare the data room, walk you through the process and introduce you to our team during a kick-off call. From there, we’ll set up weekly check-ins to support you.

At this stage, we begin a structured due diligence process, supported by weekly check-ins to keep momentum and provide guidance. We work with trusted third-party experts to ensure speed and quality, typically completing this phase within 12 weeks. In parallel, we start integration planning and collaborating with your team to understand key systems, people and processes for a smooth transition.

Once initial financial due diligence is reviewed, typically around weeks 2–3, we begin drafting the purchase agreement and supporting documentation. This legal framework evolves alongside the deal, with final terms agreed ahead of completion day. Our focus is on clarity, balance and ensuring the structure reflects what’s been agreed commercially.

Once terms are finalised, we move forward with the official purchase agreement and confirm funding arrangements to support a timely completion. Lomond’s integration process is smooth and well-structured, with careful consideration for your team, your clients, and continuity of service.