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Enhancement and Sales

Creating an enhancement plan for a small or medium-sized enterprise (SME) with a view to its sale is a complex process involving several aspects, from financial to operational.

Here are some key steps that could be part of such a plan:

Preliminary Analysis

Assessing the Current Business State

First of all, a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis must be conducted to understand where the company excels and where it can improve.

Financial Review

Analyse the balance sheets for the last few years to assess the company's financial situation. Identify margins, cash flows, debt levels and other key financial metrics.

Operational Review

Analyse company performance, business process flows, interview people within the company to understand if there is room for manoeuvre and room for improvement.

Defining Sales Targets

In time and economic terms.
Strategic Planning

Improving Operations

Identify business processes that can be optimised to increase efficiency and reduce costs.

Sales and Marketing Development

Implement new sales and marketing strategies to increase market share and profitability.

Human Capital Management

Ensure that the team is highly qualified and motivated, as a good team is often a strong selling point for buyers.

Customer Portfolio Expansion

Diversifying the customer portfolio can reduce risks and increase the attractiveness of the company.

Improving values

EBITDA and Assets.
Financial Enhancement

Debt Restructuring

If the company has a high level of debt, consider restructuring it to improve the capital structure.

Improving Cash Flow

A healthy cash flow is a key indicator of a company's financial health and will be one of the main metrics assessed by potential buyers.

Company Valuation

Obtaining a professional company valuation can provide a basis for negotiating a sale price.
Organisational Enhancement


Processes and Operations.


Human Capital Development.


And Innovation
Documentation and Compliance

Data Room Preparation

Gather all legal, financial and business documents that potential buyers will want to review.

Certifications and Compliance

Ensure that the company is in compliance with all applicable laws and regulations, as any problems in this regard could hinder the sale.
Communication and Marketing

Preparing Sales Materials

Create an information memorandum and other marketing materials highlighting the company's strengths.

Identifying Potential Buyers

Create a list of potential buyers and begin a process of "teasing" and subsequent "due diligence".

Negotiation and Closing

Once a serious buyer has been identified, begin contract negotiations and then close the sale.

Each company is unique, so this plan may need to be customised to the specific needs of the business.

One thing is certain: careful and detailed planning is essential to maximise the value of the business with a view to sale.

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