Services

Seventeen services in six categories

Fixed fees agreed in writing before work starts. Remote services cover the whole UK; meetings, viewings and local representation are in Scotland only.

UK-wide

Acquisition & Finance

Readiness reviews, buy-side diligence, acquisition models and lender packs for buyers of businesses up to ten million pounds revenue.

Delivered remotely across the whole UK.

05

Acquisition Readiness Review

For: First-time and overseas buyers of small businesses.

Target screen, red-flag list, deal-fit memo, questions for the seller.

Turnaround
5 working days
Fee basis
Fixed fee
See pricing
06

Buy-Side Diligence Pack

For: Buyers of businesses up to ten million pounds revenue.

Earnings quality, margins, working capital, debt-like items, lease and licence checks, ranked findings for price talks.

Turnaround
2–5 weeks
Fee basis
Fixed fee
See pricing
07

Acquisition Financial Model

For: Buyers, operators, small investment groups.

3-statement model, debt service, scenarios, sensitivities, valuation range.

Turnaround
1–2 weeks
Fee basis
Fixed fee
See pricing
08

Lender & Funding Pack

For: Buyers seeking bank, broker or asset finance.

Business plan, projections, DSCR, security narrative, broker-ready pack.

Turnaround
1–2 weeks
Fee basis
Fixed fee
See pricing

Scotland

Partner on the Ground in Scotland

One point of contact for international buyers and investors acquiring businesses or property in Scotland.

In person in Scotland only. Remote coordination for buyers based anywhere.

01Lead offer

Scotland Acquisition Concierge

For: Overseas buyers and investors (India, Middle East, wider diaspora) buying a business or commercial property in Scotland.

Sourcing, screening, diligence, model, introductions to and management of local solicitors, lenders and brokers, meetings and viewings, heads of terms, coordination to completion.

Turnaround
8–20 weeks
Fee basis
Fixed fee + success fee
See pricing
02Scotland

Scotland Representative Retainer

For: International owners and investors with ongoing interests in Scotland.

Single point of contact for business, shipping, finance, deals and property; monthly report; agreed hours.

Turnaround
Rolling, 3-month minimum
Fee basis
Monthly retainer
See pricing
03Scotland

On-the-Ground Representation Day

For: Overseas clients who need someone in the room in Scotland.

Attend meetings with sellers, solicitors, banks, brokers or agents on your behalf; same-day written note.

Turnaround
Booked within 5 working days
Fee basis
Day rate
See pricing
04Scotland

Meetings & Viewings on Your Behalf

For: Remote buyers shortlisting businesses or premises in Scotland.

Site visit, photo and video walkthrough, trading and condition observations, questions put to the seller.

Turnaround
Within 1 week
Fee basis
Per visit
See pricing

UK-wide

Systems & Automation

Deal pipeline CRM builds and off-market outreach engines for acquirers, brokers and multi-site operators.

Delivered remotely across the whole UK.

09

Deal Pipeline CRM Build

For: Acquirers, brokers, multi-site operators.

Zoho CRM deal pipeline, stages, reports, Zoho Mail link, finance and ops automations, handover guide.

Turnaround
1–3 weeks
Fee basis
Fixed fee
See pricing
10

Off-Market Outreach Engine

For: Buyers sourcing owners directly; B2B firms.

Domains and inbox setup, deliverability, list build, sequences, reply tracking.

Turnaround
2 weeks
Fee basis
Fixed fee + optional retainer
See pricing

UK-wide

Shipping & Maritime

Laytime and demurrage reviews, charter party commercial checks and gas freight economics.

Delivered remotely across the whole UK.

11

Laytime & Demurrage Calculation Review

For: Traders, charterers, small owners and operators (LPG, gas, dry).

Independent laytime statement check, demurrage and despatch calculation, issues note.

Turnaround
2–5 working days
Fee basis
Per voyage
See pricing
12

Charter Party Commercial Review

For: Charterers and traders before fixture.

Commercial risk note on laytime, NOR, demurrage and cost exposure.

Turnaround
3–5 working days
Fee basis
Fixed fee
See pricing
13

Gas Freight & Voyage Economics Brief

For: LPG traders, investors, new entrants.

Route economics, TCE and voyage cost model, market brief.

Turnaround
1–2 weeks
Fee basis
Fixed fee
See pricing

UK-wide

Commercial & Contract

Heads of terms, lease and contract reviews in plain English, prepared for your solicitor.

Delivered remotely across the whole UK.

14

Heads of Terms, Lease & Contract Review

For: Buyers, tenants and SMEs (retail, hospitality, supply and service contracts).

Term comparison, negotiation brief, plain-English commercial risk points for your solicitor.

Turnaround
3–7 working days
Fee basis
Fixed fee
See pricing

UK-wide

Packages & Retainers

End-to-end acquisition support and monthly finance, strategy and maritime desks.

Delivered remotely across the whole UK.

15Flagship

Buy-a-Business, End to End

For: UK SME acquirers.

Sourcing, screening, model, diligence, lender pack, heads of terms support, CRM, 30-day post-completion plan.

Turnaround
8–16 weeks
Fee basis
Staged fixed fee (+ optional success fee)
See pricing
16Flagship

Fractional Finance & Strategy Partner

For: Owner-operators and small groups (1 to 10 sites).

Monthly KPIs, cash forecast, board pack, deal pipeline review, lender liaison prep.

Turnaround
Rolling, 3-month minimum
Fee basis
Monthly retainer
See pricing
17Flagship

Maritime Commercial Desk

For: Small charterers, traders and operators.

Laytime and demurrage desk, pre-fixture charter party checks, monthly exposure report.

Turnaround
Rolling, agreed case volume
Fee basis
Monthly retainer
See pricing

For international buyers

Your Partner on the Ground in Scotland

One point of contact for overseas buyers and investors acquiring businesses or property in Scotland: business, shipping, finance, deals and property.

Buying elsewhere in the UK? Diligence, financial models, lender packs and adviser coordination are delivered remotely UK-wide. In-person meetings, viewings and representation are Scotland only. Calls are scheduled to suit India, the Gulf and beyond.

  • Introductions to and management of local solicitors, lenders and brokers, whom you instruct directly.
  • I attend meetings and viewings in Scotland for you and report back the same day.
  • I run diligence, the model and heads of terms, and coordinate everyone to completion.
  • After completion, I stay your contact for anything in Scotland.

Case studies

From live acquisitions

Anonymised examples from my work at SAAR Holdings Ltd, a Glasgow convenience retail acquirer. Details withheld for confidentiality.

Model and diligence

Franchised convenience store purchase

Challenge
Decide whether a franchised convenience store in Scotland was worth buying, and on what terms.
Approach
Built the acquisition financial model and ran a diligence review of trading, margins and lease position.
Outcome
A decision-ready model and ranked findings to take into price and terms discussions.
Acquisition finance

Lender pack through a finance broker

Challenge
Secure funding for an acquisition with a pack lenders could assess quickly.
Approach
Prepared projections, debt service analysis and a funding narrative.
Outcome
A complete funding pack submitted through a commercial finance broker.
Commercial terms

Retail lease and heads of terms

Challenge
Agree workable lease and deal terms on a retail site.
Approach
Compared terms, prepared a negotiation brief and led the commercial discussions, with the solicitor handling legal drafting.
Outcome
Commercial lease points and heads of terms negotiated ahead of legal work.
Deal systems

Off-market deal-sourcing engine

Challenge
Reach business owners directly rather than relying only on listed opportunities.
Approach
Set up Zoho CRM and Mail, sending domains and cold outreach to store owners, with a staged deal pipeline.
Outcome
A working pipeline for sourcing and tracking off-market conversations.

How I work

Five steps, no surprises

  1. 01

    Paid consultation

    Pre-booked video call, 15 to 60 minutes, paid upfront and credited if you engage within 30 days: the deal, the deadline, the gaps.

  2. 02

    Scope and fixed fee

    Written scope, deliverables, exclusions and price in GBP within 48 hours.

  3. 03

    Work

    Data request, analysis, local meetings in Scotland where needed, weekly check-in.

  4. 04

    Findings

    Ranked by impact on price, terms and financing.

  5. 05

    Completion and handover

    Advisers coordinated to completion; model, pack or system handed over.

See pricing

Talk through your deal

A focused, pre-booked video call on the deal, the deadline and the gaps. The fee is credited if you engage within 30 days.

Book consultation