Nine stages, one senior partner, from first conversation to completion.
Every HurstOak mandate follows a rigorous nine-stage process. Timelines are tailored to each transaction, but the discipline never changes.
Initial Consultation
A private, no-obligation conversation with a senior partner to understand your objectives, timing and any sensitivities.
Valuation Discussion
Evidence-based indicative valuation drawing on comparable transactions, sector multiples and current buyer appetite.
Engagement
A clear, exclusive engagement letter setting out scope, timeline and success-based fees. No hidden retainers.
Marketing
Preparation of the Information Memorandum, financial model and blind teaser — released only to pre-approved buyers under NDA.
Buyer Screening
Interested parties are qualified for strategic fit, funding certainty and cultural alignment before any introduction is made.
Offers
Structured indicative offer process ensuring competitive tension while maintaining confidentiality throughout.
Heads of Terms
Negotiation of headline commercials — price, structure, deferred consideration and exclusivity — before legal work begins.
Due Diligence
Coordinated financial, legal, commercial and tax due diligence, managed to minimise disruption to your day-to-day business.
Completion
SPA negotiation, disclosure, signing and completion — with funds transferred and a smooth handover to the new owner.
Considering a confidential conversation?
Every enquiry is handled personally by a senior partner, under strict non-disclosure.