Prioritising your clients and team
We ensure a smooth transition for your clients and people, safeguarding relationships you’ve worked hard to build.

Selling your business is a major decision and choosing the right partner makes all the difference. At Lomond, we offer a trusted, experienced path forward: safeguarding your client relationships, supporting your team and delivering the full value of what you’ve built.

Every step of our M&A journey is designed to create smooth transitions, lasting partnerships and meaningful growth.
Setting the groundwork: we assess the value of your business using a framework focused on performance, potential and strategic fit. Once aligned, we draft Heads of Terms to outline the deal before due diligence begins.
Gathering insights: structured data review, specialist assessments and coordinated Q&A to identify risks and opportunities.
Finalising the framework: drafting agreements, negotiating terms and aligning on disclosures and legal protections.
Reaching alignment: internal business case submission, board approvals, document execution and funding completion.
We’ve answered the most common questions from businesses looking to sell.
We aim to complete the process within 12 weeks. After agreeing Heads of Terms, we kick off with a team introduction and data room setup. Weekly check-ins keep everything on track, while legal and financial terms are developed in parallel to ensure a smooth, well-supported completion.
We assess your business based on financials, team structure, market position and how well it aligns with our growth strategy.
Some founders stay on in leadership or advisory roles, while others choose to step away entirely. Lomond tailors involvement based on what’s best for both the business and the individual.