Sell-side · Business owners
Prepare for the next owner
Find out where the business relies on you, where leadership and organisational capacity need strengthening, and what to address while you still have time.
Explore the founder route →For founders and investors
Creating stronger businesses for founders to sell.Giving investors a clearer picture of what they’re buying.
We assess the organisational strengths and vulnerabilities behind financial performance. For founders, that means preparing for a trade sale, management buyout (MBO), employee ownership trust (EOT) or succession. For investors, it means understanding the leadership, people and dependencies behind an acquisition.
What we do
What happens to a successful business when the owner changes?
The accounts reveal past financial performance. The People Balance Sheet examines the organisational capability a future owner may be able to rely on.
Buy-side · Investors and PE
Understand what you will inherit
Investigate leadership credibility, key-person reliance, culture, governance and transferability before completing an acquisition.
Explore the investor route →Our methodology
The People Balance Sheet
Two perspectives. One methodology. Every business has organisational strengths and vulnerabilities that do not appear in its audited accounts.
The People Balance Sheet is our proprietary framework for assessing those factors, using evidence rather than confidence alone.
Its signature deal-grade deliverable is the PBS Due Diligence Report, applied from a sell-side or buy-side perspective.
How the PBS works →
How we work
Make the invisible visible.
01
Assess
Establish strengths and vulnerabilities.
02
Understand
Identify dependencies and risks to continuity.
03
Strengthen
Prioritise improvement where time allows.
04
Demonstrate
Show evidence of organisational capability and progress.
Where would you start?
Founders can begin with our eight-question Stress Test. Investors can discuss the scope of a PBS Due Diligence Report.