Advisor Toolkit · by Thinkerz
Specialist transaction support for accountants and advisers
When a client transaction moves beyond normal accountancy work, Thinkerz provides additional valuation, M&A and transaction capability while you retain the client relationship.
Enterprise value to proceeds
Illustrative
Borrowings, HP, deferred consideration, director loans
Surplus cash, cash equivalents, net current tax
Normalised working capital against an agreed peg
Shareholder proceeds
Illustrative only. Each adjustment is tested against the information supplied.
- For
- Accountants, fractional FDs and professional advisers
- Scope
- One defined piece of analysis, or support across several stages
- Delivery
- Thinkerz-branded, co-branded or agreed white-label
The situation
When a client transaction moves beyond the accounts
You know the client, the numbers and the history. A sale process asks different questions: what the business is really worth, which earnings a buyer will accept as maintainable, how working capital moves at completion, and what the shareholder will actually receive.
That is where we come in. Not to run the transaction and not to take over the relationship, but to provide the specialist analysis when a matter needs it.
Valuation and maintainable earnings
Which earnings a buyer will treat as maintainable, and what that means for value.
Working capital and completion
Where the peg should sit and how the completion mechanics affect the proceeds.
Offer structure and deferral
What deferred consideration, earn-outs and rollover mean in economic terms.
Due diligence and buyer questions
What will be tested, and how to answer the financial points that come back.
Where we help
The transaction journey, and where support is useful
This is a map, not a mandatory process. Most engagements are a single defined piece of work, taken when the adviser needs it.
Owner asks “What’s it worth?”
Valuation & Shareholder ProceedsWhat is it worth, and what would the shareholders receive?
Preparing for buyers
Sale Prospectus & Financial Pack SupportPresenting the numbers properly to buyers.
Support may be a free readiness check, a single valuation, a working-capital analysis or an offer review. There is no requirement to involve us at every stage.
Six areas of support
Where we can be useful
Each engagement is scoped to the matter. You can use one area on its own, or bring us in on more than one.
Transaction Readiness Check
A free automated check that helps an adviser and client identify the main preparation gaps before buyers see the business.
Read moreValuation & Shareholder Proceeds
What the business is worth on a maintainable basis, and what the shareholders might actually receive after debt, cash and completion adjustments.
Read moreSale Prospectus & Financial Pack Support
Buyer-facing financial information that stands up to scrutiny: the schedules, analysis and workings behind the sale document.
Read moreOffer & Deal Structure Review
The real economic effect of a buyer's offer: structure, deferral, earn-outs and completion mechanics, not just the headline price.
Read moreCompletion & Working Capital Analysis
The numbers that determine what reaches the bank at completion: the working-capital peg, the equity bridge and the completion adjustments.
Read moreAd Hoc Transaction & DD Support
Targeted specialist help when an unusual issue arises mid-transaction and an answer is needed quickly.
Read moreThe principle
Your client remains your client.
We work for you, on your client’s matter. We do not approach the client directly unless you ask us to, we do not compete for the relationship, and our findings come back to you as agreed.
You retain the client relationship. We provide specialist transaction capability where you need it.
How the relationship works
A specialist resource, brought in when required
- 01
You identify the need
A client matter reaches a point where additional specialist capability or capacity is useful.
- 02
We agree the scope
The specific work, deliverables, information required and fee are agreed before work begins.
- 03
We undertake the analysis
The transaction, valuation and financial analysis is completed and the findings returned to you.
- 04
You retain the relationship
The client stays yours. We support the transaction without displacing the originating adviser.
Why Thinkerz
Experience you can put in front of a client
Thinkerz is an SME-focused advisory firm. The work is done by people who have owned, bought and sold businesses, and who understand what a buyer will challenge.
Learn about Thinkerz30+ years of commercial experience
Direct business ownership and hands-on management across several SME sectors, not a career spent only advising on paper.
Current transaction involvement
Active involvement in UK SME acquisitions, so the analysis reflects how transactions are working now.
Valuation and financial modelling
Formal capability alongside practical experience, with FMVA® and CBCA® credentials.
Analysis from both sides of a deal
Engineering and legal education, plus time spent as a buyer, inform how issues are framed and answered.
Existing specialist capability
Sale Prospectus, where the sale documents are needed
Thinkerz also provides a separate Sale Prospectus service covering the information memorandum, teaser and sale presentation. Financial pack support sits alongside it and links into it, so you are not running two parallel processes.
View this serviceNext step
Discuss a client matter
If you have a client transaction where additional specialist support may be useful, tell us briefly what is involved. We will confirm whether it falls within our capability and what support may be appropriate.