Agilis Advisory Digital Appointment Pack

Digital Appointment Pack Streamlining Success for Every Meeting

At Agilis Advisory, we believe in the power of preparation.

That’s why we’ve developed our comprehensive Appointment Pack, designed to make your briefing session efficient and productive from the get-go.

What’s inside? ※ Essential forms and documents: We provide everything you need to fill out beforehand, saving you valuable time during your appointment. ※ Introducing Agilis Advisory: Get to know our team, expertise, and values through our informative guide. ※ Our mission statement: Understand our dedication to empowering your business success. ※ Helpful resources: We’ve included additional materials to answer any questions and keep you informed.

Benefits you’ll appreciate: ⁕ Enhanced clarity: Arrive prepared with a clear understanding of the information we need. ⁕ Streamlined process: No more scrambling for paperwork during your meeting. ⁕ Informed decisions: Take away relevant materials to reference and revisit key points. ⁕ Confident collaboration: Let’s focus on maximising your success, not gathering paperwork.

With Agilis Advisory Appointment Pack, you can be confident that your meeting will be productive, efficient, and set you on the path to achieving your goals.

We’re committed to making every interaction a valuable step forward.

Ready to experience the Agilis Advisory difference?

Book your appointment today! https://agilisadvisory.co.uk/contact-us/ Agilis Advisory is part of Millipede Holdings Ltd.

At Agilis Advisory, we’re redefining the process of selling your business No longer constrained by a one-size-fits-all approach, we put you in the driver’s seat, empowering you to control how your business is sold and the associated costs.

Our range of services is designed specifically to cater to businesses of various sizes, ensuring that you receive the precise level of support you need throughout this critical journey. Understanding that each business is unique, we offer customized solutions tailored to your specific requirements.

Moreover, we recognise that preparing your business for sale is a crucial step in maximising its potential value. Our dedicated team is equipped to assist you in getting your business sale-ready.

Working alongside you even before listing, we lay the groundwork to ensure that your business achieves its maximum potential value.

agilisadvisory.co.uk office@agilisadvisory.co.uk

Our Mission:

Empowering your business sale, your way At Agilis Advisory, we believe every business deserves a customised path to success.

We ditch the cookie-cutter approach and put you in charge, ensuring your vision for your sale becomes a reality.

We're your trusted co-pilots, navigating the journey with agility and care, whether you're fine-tuning your business or navigating the bustling marketplace.

Our Vision:

Maximising value, minimising stress, maximising happiness We see a world where business owners feel confident and empowered about their exit. Where selling your legacy isn’t a daunting climb, but a well-paved road leading to exciting new horizons. With meticulous preparation, expert guidance, and unwavering support, we strive to make your sale not just successful, but fulfilling.

Agilis Advisory is part of Millipede Holdings Ltd.

With Agilis Advisory everything is as easy as you want it to be Streamlined Business Sale Options Tailored for You At our core, simplicity drives our approach. We’ve categorised our services into distinct parts, empowering you to select the service that best aligns with your business exit strategy.

We understand that every business is unique, which is why we offer a range of options to suit your needs. Before making any decisions, we’re here to provide comprehensive discussions on all available choices.

When it comes to selling your business, there are three distinct options. Choose the one that fits your business and your vision for its future. Our goal is to help you make an informed decision that sets you up for success.

Check every option and chose the one that fits the best.

You can always upgrade your package

Business Advisor Assist

Business Broker Plus

agilisadvisory.co.uk office@agilisadvisory.co.uk

Company Expert Plus

Business Advisor Assist Simplified Business Sales Included in the Business Advisor Assist package: ※ Full Business Valuation: Precise assessment of your business's worth. ※ Professionally Crafted Sale Adverts: Tailored adverts for various advertising platforms. ※ Edited Photographs: Enhanced images for improved presentation. ※ Multi-site Business Advertisement: Listing on our website and three other platforms. ※ Custom CRM for Data Storage: Secure storage of essential business details. ※ Access to Letter Templates: Simplifying communication with prospective buyers.

The cost for this package is £119 every 30 days upon signup. Additionally, benefit from reduced advertising costs through us, ensuring savings compared to traditional routes.

No hefty upfront deposits or commissions upon completion.

No contracts—pay as you go for as long as you wish to keep your adverts live https://agilisadvisory.co.uk/business-advisor-assist/ Agilis Advisory is part of Millipede Holdings Ltd.

Our Services

Business Broker Plus Your Hassle-Free Business Selling Solution Included in the Business Broker Plus package: ※ Professional Business Valuation: Our experts conduct a thorough evaluation to determine the optimal value for your business, ensuring you get the most out of the sale. ※ Captivating Advert Creation: We craft compelling adverts and brochures that highlight the strengths and unique selling points of your business, attracting potential buyers. ※ Image Optimisation: Your business will be presented in the best light possible, with optimized images for maximum impact and appeal. ※ Multi-Platform Advertising: We showcase your business not just on our website but also across three other prominent advertising platforms, maximizing visibility.

Business Broker Plus is designed for those seeking a hands-off, all-encompassing approach to selling their business. It’s the comprehensive solution that takes care of every aspect of the sales process, from start to finish The cost for this package is £159 every 30 days with a final fixed fee. You have an instant access to your broker to guide and help you with the process of selling.

https://agilisadvisory.co.uk/business-broker-plus/ agilisadvisory.co.uk office@agilisadvisory.co.uk

Company Expert Plus Tailored Sales Strategies for Your Growing Business As your business ascends to new heights, the process of selling it demands a different level of attention and expertise which is the Company Expert Plus package. We understand the evolving needs of a growing business, transitioning from traditional brochures to a refined approach, including the creation of a professional Information Memorandum (IM), and leveraging advanced advertising strategies.

Your Business, Our Expertise The Company Expert Plus package is dedicated to delivering a comprehensive, tailored approach to selling your growing business.

Trust us to navigate the intricate process while you focus on steering your business towards continued success. https://agilisadvisory.co.uk/company-expert-plus/ Agilis Advisory is part of Millipede Holdings Ltd.

Our Services

Company Expert Plus Our Sell-Side Service Includes: ※ Complete Understanding: We invest time to truly understand you and your business, aligning our strategies with your goals. ※ Accurate Market Valuation: Our experts provide an indicative valuation, laying the foundation for the sales process. ※ Value Maximising Process: We design a strategy that maximises the value of your business throughout the selling process. ※ Preparation of Information Memorandum and Teaser: Crafting a professional and confidential document that showcases your business’s potential. ※ Identifying and Approaching Potential Acquirers: Tapping into our extensive network to connect with potential buyers. ※ Negotiations and Coordination: Managing offers, site visits, Non-Disclosure Agreements, letters of intent, and the due diligence process. ※ Contractual Negotiations and Closing: Guiding you through the legal processes until a successful closing.

https://agilisadvisory.co.uk/company-expert-plus/ agilisadvisory.co.uk office@agilisadvisory.co.uk

Meet The Team: Rob Garth

Your expert guide through transaction landscape For over a decade, I’ve navigated the dynamic world of IT and technology not just as a client-facing professional, but as a skilled relationship builder. Building trust, crafting solutions, and exceeding expectations became my compass, guiding me to success and ultimately leading me to the exciting realm of business brokerage.

I leverage my expertise to be your trusted bridge, connecting sellers and buyers to forge win-win scenarios. My keen eye for potential identifies promising ventures, while my sharp analytical skills ensure smooth sailing through every transaction.

At the heart of every successful deal lies trust, and that’s where my true value shines. My genuine enthusiasm ensure a collaborative journey, with personalised solutions and constant communication every step of the way.

Beyond the professional landscape, you’ll find me invested in building strong connections, both within and outside of the business world. I believe genuine relationships are the foundation for everything I do, from crafting lasting client partnerships to securing the perfect deal.

So, if you’re ready to embark on a transformative journey, where hidden potential transforms into realised dreams, let’s build bridges together. I’m here to navigate your success story from start to finish with a strong hand and a warm smile.

I’m Rob, your trusted partner in business transitions tel: 07759 307417 email: rob.garth@agilisadvisory.co.uk Agilis Advisory is part of Millipede Holdings Ltd.

Who We Are

Meet The Team: Rob Jones

I sniff out hidden potential and turn it into sold-out dreams For over two decades, I’ve been an adventurer in the captivating world of business, exploring diverse landscapes like retail, sales, logistics, and entrepreneurship. This journey equipped me with an eagle eye for opportunity, especially when it comes to spotting businesses brimming with hidden potential. My expertise lies in navigating the exciting terrain of mergers and acquisitions, helping entrepreneurs find the perfect exit and investors unearth diamond-in-the-rough ventures.

Building bridges is my forte. I thrive on forging strong relationships, connecting the right buyers and sellers to spark mutually beneficial deals. My years of cultivating strategic networks come in handy, opening doors and facilitating smooth transitions.

Witnessing the joy of successful deals fuels my passion, knowing I’ve played a part in shaping someone’s entrepreneurial dreams.

I’ve learned from the masters in the field, absorbing their wisdom on valuation, negotiation, and deal structuring. This knowledge, combined with my hands-on experience, allows me to navigate the sometimes-murky waters of business brokerage with expertise and confidence.

For me, business brokerage isn’t just about numbers and contracts; it’s about human connections and forging new beginnings. It’s the thrill of seeing businesses find their perfect match, their next chapter, their happy ending.

Ready to unlock the potential of your business?

Let’s chart the course together

tel: 07872 108605 email: rob.jones@agilisadvisory.co.uk agilisadvisory.co.uk office@agilisadvisory.co.uk

Meet The Team: Monika Okuniewska Finance-powered marketing strategist My foundation lies in the world of finance, sales forecasting and operations, where I honed my skills for over 20 years. This background grants me a unique perspective, allowing to see not just the numbers, but the story they tell.

I analyse budgets, metrics, and market trends with precision, extracting actionable insights that inform our marketing strategies. Think of me as a brand architect, building impactful campaigns rooted in a deep understanding of financial drivers and audience psychology. My expertise extends beyond data analysis. I am a collaborator, fostering strong relationships with both internal teams and clients.

Beyond the office, my passion lies in understanding complex systems, a skill honed through dog trainings as a professional dog trainer. This dedication to learning and nurturing translates into my work, where I can prioritise a deep understanding of your business and your goals.

In essence, I am the bridge between data and impact and a tireless advocate for your success. I believe finance holds the key to crafting impactful marketing narratives.

I’m ready to roll up my sleeves and start crafting your success Are you in?

tel: 07955 012688 email: monika.okuniewska@agilisadvisory.co.uk Agilis Advisory is part of Millipede Holdings Ltd.

Who We Are

Meet The Team: Jamie Rollings I am bridges builder to connect and empower businesses My journey in the business world has always been centered around one guiding principle: connecting people and empowering them to achieve their goals. As a seasoned professional with experience as a Director in both management consultancy and marketing & distribution, I've had the privilege of working across diverse industries and interacting with people from all walks of life. This diversity fuels my passion for understanding unique needs and crafting solutions that bridge the gap between aspirations and reality.

I'm a firm believer in the power of genuine customer-first relationships. Building trust isn't just a professional practice; it's the fabric of my approach. It means active listening, open communication, and a unwavering commitment to ensuring satisfaction at every step. Whether it's navigating complex challenges head-on or simply creating a smooth and pleasant experience, I'm here to make sure my clients feel heard, supported, and confident in their journey.

My years of experience have honed my ability to analyse situations, formulate strategies, and communicate effectively with all levels of stakeholders. This ensures that every interaction is not just about the present, but about building a lasting partnership that yields consistent value over time.

At the heart of it all, I'm more than just a consultant or a director. In every project, I strive to be an advocate for success, a facilitator of meaningful partnerships, and a trusted partner on the path to achieving extraordinary results.

I’m a true believer in the power of collaboration

tel: 07557 640846 email: jamie.rollings@agilisadvisory.co.uk agilisadvisory.co.uk office@agilisadvisory.co.uk

Referral Partners

Imagine this: You're embarking on a critical business transaction, ready to navigate negotiations, paperwork, and a complex market. Wouldn't it be reassuring to know you have a trusted team not just beside you, but with you every step of the way?

That's the principle behind Agilis Advisory's extensive network of referral partners.

We understand that success stretches beyond the final deal, encompassing all the facets of a smooth transaction and a satisfied client. From legal and insurance expertise to energy solutions and licensing guidance, we have you covered – no need to scramble for resources outside our trusted network.

Think of it as a one-stop shop for your transaction journey, where convenience, value, and peace of mind come standard. Dive into this document and discover how Agilis Advisory, powered by its network, equips you for confident decision-making and maximised success.

Benefits of Agilis Advisory's Network of Referral Partners: 1. One-Stop Solution: We understand you have diverse needs beyond the transaction itself. That's why we partner with trusted specialists in insurance, legal, energy, planning, and more.

2. Unmatched Value: Our referral partners are hand-picked for their expertise and commitment to exceptional service. We stake our reputation on their performance, so you can be confident you're receiving the best possible care.

3. Maximising Your Success: With Agilis Advisory and its network, you're not just getting a broker; you're getting a team of champions dedicated to your success. We work together to ensure a smooth transaction and unlock hidden value in every step of the process.

4. Informed Decisions: Our regular training with referral partners keeps us on top of industry changes and ensures we can offer you the most up-to-date information and advice. Your success starts with knowledge, and Agilis Advisory empowers you with it.

Agilis Advisory is part of Millipede Holdings Ltd.

Franchise Opportunity

Franchise your success.

We’ll navigate the path, you unlock the possibilities.

If you are ready to scale your success and make waves in the franchise industry, Agilis Advisory, your trusted business partner, can guide you through every step of the franchising journey. We help you: ※ Analyse your business potential: Evaluate your financial strength, business model, and operational readiness for franchising. ※ Develop a strategic franchise plan: Craft a winning roadmap for franchise expansion, including market research, franchisee recruitment, and ongoing support systems. ※ Navigate the legal and financial complexities: Ensure compliance with legal regulations and manage your finances effectively throughout the process. ※ Connect with experienced franchise consultants: We partner with a network of experts to provide you with comprehensive support and guidance.

Don't let the complexities of franchising hold you back from achieving your full potential. Let Agilis Advisory empower you to scale your business with confidence and build a thriving franchise network. agilisadvisory.co.uk office@agilisadvisory.co.uk

Ready to experience the Agilis Advisory difference?

Book your appointment today!

https://agilisadvisory.co.uk/ +44 7872 108605

office@agilisadvisory.co.uk

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