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You’re in safe hands when you partner with us

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. 

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Prioritising your clients and team

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

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Smooth and experienced process

Our experienced team handles every step of the sale, delivering a straightforward and stress-free experience.

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Fair value and trusted delivery

We take the time to understand your business and offer a transparent valuation, giving you a confident path to a successful sale.

Our Brands

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Background

“I have been thoroughly impressed with our experience at Lomond from the very beginning.”

Rob Mott, CRO and MD of Charters

Case Studies

This section dives into our standout success stories that demonstrate how we transform opportunities into tangible success.

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Charters Estate Agents

Driving rapid growth through strategic regional mergers.

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DJ Alexander

Strengthening a market-leading position in Scotland with our support. 

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Uni2rent

Powering growth through a focused move into student lettings.

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Miles & Barr

Driving rapid growth through strategic regional mergers.

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4 simple steps to a successful sale

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.

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Ready to make your next move?

We’re here to make the process seamless and rewarding. Reach out today to discover how we can help you unlock the full potential of your business.

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Frequently asked questions

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.