Initium and ActionCOACH case study
“There’s significant synergy between our organisations.”
Helen Pethybridge, ActionCOACH Chilterns Central, explains how we worked together:
“My clients RPS engaged me as their coach specifically to help them get ready to sell their business and retire.
There was very little in place when we started, so at the end of the 6 steps review it was a no-brainer decision for them.
Over the next years we gradually put in place sales processes, people processes, upgraded staff and systems, introduced financial and business planning, always with a view to the end goal of selling.
Initium guided my clients through the whole process and helped them secure the best possible outcome – a sale to a NASDAQ-listed US business.
I introduced them to Initium [then known as BCMS] by taking them to one of their events about preparing for sale, which really supported what we were doing ON their business. They had an initial meeting and after investigating a couple of other options, ultimately decided that Initium were the right people to partner with on their sale.
I knew they needed an advisor who could offer not just technical expertise, but hands-on guidance and support as neither of the owners had sold a business before.
Initium guided them through the whole process and helped them secure the best possible outcome – a sale to a NASDAQ-listed US business.
Whilst this business was already well known to the owners, they were very grateful the negotiating was done via a third party – and were confident they got a much better deal as a result. As a referring partner, we also shared in Initium’s ultimate success fee, creating a genuine a win-win-win relationship.”
What does Initium do?
In a nutshell, we’ll help your clients value their business, build their business for sale, and, when the right time comes, we’ll help them sell their business.