Your Definition of Success is Our Mandate.

Together we create the Roadmap and start the Journey.

Read Indigo Advisors' Insights

Growing Your Firm.

Understanding the path to reaching the next sustainable level in any Business Services or Professional Services firm should always be the focus – grow ever stronger now and expand your future options and choices.

Indigo Advisors will work with you to:

  • Clearly understand the Growth ambition, the drivers behind it, and the perceived challenges to accomplishing it
  • Explore and weigh options to achieve an optimal outcome
  • Determine the true readiness of the firm to execute – in whole or in phases. Do you have the necessary capability, capacity, and cash?
  • Undertake a realistic risk and risk mitigation assessment
  • Identify the key stakeholders, and the role and consequence of each one in moving forward
  • Specify the priorities, sequenced actions, and resources required to progress (nature, scope, scale), accountability, and timeline for each
  • Articulate and communicate the Growth Strategy to key constituencies in the most compelling manner to secure active engagement
  • Program manage the Growth initiative to deliver success! 

Selling Your Firm.

Potentially your prime asset, personally, professionally, and financially – ensure you harvest the full value of what you have built and grown.

Indigo Advisors will work with you to:

  • Understand all elements of the business, clarify the sale objective (quantitative and qualitative), and ensure the business is market-ready
  • Identify and evaluate a range of prospective options and associated approaches to accomplish the key objective(s)
  • In parallel, identify what in the business needs attention that could constitute a red flag to a prospective buyer
  • Determine who needs to be “under the tent” and for what purpose
  • Undertake a financial analysis and financial modeling of the business such that it can be promoted in the best light
  • Create an initial range of value for the business and agree the acceptable parameters on value and key terms
  • Research, identify and prioritize prospective acquirers (strategic/financial) that fit the desired profile and reach out proactively, but confidentially
  • Create the compelling, authentic narrative about the firm to be used with realistically interested parties
  • Engage directly with interested parties in a prioritized manner, seeking to create an element of competition
  • Together, negotiate interest, valuation, and terms
  • Manage the Due Diligence process through to transaction close
  • As needed, support post transaction integration