Being an ambitious entrepreneur, William wanted to grow his business through acquisition but wasn’t quite sure where to start. With limited visibility on the right opportunities, he turned to Old Mill for advice. 

Our team worked closely with him to understand his goals and identify potential businesses that aligned with his vision. Once he found a business he was interested in, we supported him with the due diligence. From reviewing trade and tax history to understanding the operational structure, we gave him the insights he needed to move forward with confidence.

From the outset, we helped William understand and evaluate all available sales options. We guided the business through every step: 

• From identifying and recommending potential businesses to structuring the deal and navigating the legal, financial, and tax details.
• More than just technical advice, we offered strategic support – helping William think through how to maintain business continuity, protect employee morale, and position the acquired business strongly for the next stage of growth. 
• Our approach was clear, personal, and always aligned with William’s values.

William is now the proud owner of Lodestone Estate Agents, having purchased with careful planning and confident negotiation.  The transition was smooth, and the business has continued to thrive under his ownership.

The deal may have been done but our work didn’t stop there. 

We continued to support William with: 

• Personal financial planning and investment advice
• A strategy to manage the finances of the purchase 
• Tax planning to make sure everything was as efficient as possible