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OUR SERVICES

Due Diligence Preparation

Make your business buyer-ready. Tighten operations, resolve risks, and showcase strength. Build a clear, confident story that stands up to scrutiny and maximizes value. When it’s time to sell, you’ll be ready to move fast and impress.

Are you positioned for a successful exit or raise?

Your business needs to inspire confidence in investors or buyers—showing them it’s a smart, low-risk decision. If it’s disorganised, inefficient, or lacks clear processes, you could be missing out on a life-changing opportunity.

Get your business investment-ready, with the structure, maturity, and clarity to make a strong impression every time.

Present your business at its best

We offer the insight and support needed to get your business truly investment- or exit-ready. We’ll educate you on what investors and acquirers expect, assess your current position to highlight strengths and gaps, and work alongside you to bring clarity, structure, and confidence to your business. Whether you're aiming to raise capital or prepare for a sale, we’ll help you present your business at its best.

INFORM

Understanding due diligence

We'll guide you through what to expect during due diligence and will dive deep into the key areas that you'll be scrutinised on. We'll explain how these are assessed and any risks that you'll face whether you're raising or preparing for an exit.

ASSESS

Are you ready to go through diligence?

We’ll run a mock due diligence exercise to see how close you are to being truly investment- or exit-ready. Covering key areas like Finance, HR, Legal, Technical, and Product maturity, we’ll identify where the gaps are. You’ll get a clear report on what to improve so your business looks professional, credible, and ready for serious attention.

ACCELERATE

Let's get you ready quicker

We provide hands-on advice and guidance to your teams, helping them implement the changes needed across key areas. Whether it’s tightening financial processes, improving documentation, or strengthening operational maturity, we’re with you every step to build a business that stands up to scrutiny.

MONITOR

Keep up the good work

As your business begins to evolve, we stay involved to track progress and ensure improvements are taking hold. We’ll set clear milestones and regularly review key areas to measure growth, spot risks early, and adapt the plan as needed. Our ongoing support means you’re not just making changes—you’re building a stronger, more mature business that stays on track for investment or exit success.

Are you ready to get started?

© 2025 Lumo Advisors

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