Thinking of Selling Your Business? Discover the Allied Business Succession System

If you're a business owner considering stepping away from the company you've built, the process can feel daunting. At Allied Global Engineering, we understand how deeply personal and important that decision is. That’s why we’ve developed the Business Succession System, a practical, people-first approach to guide you through the sale of your business while preserving its legacy and ensuring a smooth transition.

What Is the Business Succession System?

Our Business Succession System is a structured yet flexible framework designed to help both parties evaluate, review, and agree on the right terms for selling a business. It's built to create clarity, build trust, and ensure that everyone involved feels confident about the path forward.

Step 1: Evaluating and Understanding the Business Behind the Numbers

We begin by conducting a Financial & Business Review, which includes:

• Reviewing your last four years of accounts

• Understanding owner-related expenses

• Assessing assets, leases, and value extraction methods

This allows us to truly understand how your business operates today and sets the foundation for meaningful discussions about the future.

Step 2: Two Futures, Planning for Life After Exit We’ll talk about:

• Your ideal future: personally and professionally

• How long you’d like to stay involved post-sale

• The financial security you need to move forward

It’s not just about numbers; it’s about your goals, your peace of mind, and your legacy.

Step 3: Offer in Principle, A Deal That Makes Sense.

Once we’ve reviewed the data and discussed your goals, we work collaboratively to determine a fair valuation and present you with an Offer in Principle. We walk you through how it’s calculated, transparently and respectfully.

Step 4: Review, People, Systems, and Potential

Next, we look at how your business works with you in it and how it will operate without you. We explore:

• Your team’s structure, training, and capabilities

• Existing systems and processes

• Software, workflows, and customer management tools

This deep dive ensures we can maintain (and grow) what you've built.

Step 5: Market, Customers & Competitors

We gain insight into:

• Your full product or service range

• Who your customers are and why they buy from you

• Your competition and what sets you apart

We want to understand not only what your business is today, but what it could be tomorrow.

Step 6: Opportunities & Challenges No business is perfect.

We take the time to learn:

• What makes your company great

• Where there’s room for improvement

• The biggest opportunities and the potential threats

This honest appraisal helps us chart a path forward together.

Step 7: Agree and Making It Official

With mutual understanding and respect, we make a formal offer. If you're happy, we sign Heads of Terms and begin preparing for the final stages.

Step 8: Due Diligence and Deal Completion

During this phase, we gather the final pieces of information to ensure a seamless transition.

Then, we complete the deal, typically staying involved for a few months postsale to support the changeover.

Why Work With Allied Global Engineering?

Selling your business is a once-in-a-lifetime decision for many. At Allied, we treat it with the care and seriousness it deserves. Our process is built on trust, transparency, and teamwork.

Whether you’re looking to retire, start something new, or simply step away, our goal is to carry your legacy forward with respect.

🔍 Want the Full Guide?

Our detailed Business Succession System guide walks you through every step with deeper insights, case studies, and tools to help you prepare.

[Download the Full Guide Here] (Free PDF – No commitment required)

Next Steps?

1. Send us an NDA to sign.

2. Let’s schedule an intro call.

3. Share your financials so we can begin valuation discussions.

4. We’ll visit your site and start our review.