Most meetings with business owners follow a similar pattern. Some small talk in the boardroom. A tour of the warehouse or factory. Back to the boardroom. The owner then leans back and asks: “So, what do you think my business is worth?” It’s a perfectly reasonable question. But it’s also the wrong place to start. My offic... Read More
CFSG served as the lead advisor in the successful sale of a specialist logistics operator (the “Business”) to a national transportation group. The transaction, which closed in March 2026, provided a seamless exit for the founding shareholders (the “Owners”) as they transitioned into retirement. 1. Engagement & Preliminary Anal... Read More
In early 2025, CFSG assisted the owners of a Melbourne-based private educational provider complete the sale of its business. The sale involved a management buy-out in which the school’s existing head of teaching & learning bought the business from our client, the owner-founders. The deal made perfect sense: nobody was better placed ... Read More
In addition to helping owners successfully sell their businesses, CFSG also works with owners to accelerate their growth. This is typically a longer-term strategy intended to increase a business’ value over, say, a three-to-five-year period. For a detailed overview of CFSG’s growth advisory practice, including a snapshot of some of ou... Read More
CFSG commenced business sale discussions with PR in January. The parties completed a confidentiality agreement and PR provided CFSG with high-level financial information on its business. This enabled the parties to have preliminary discussions around realistic valuation expectations and potential acquirers. A formal engagement was signed ... Read More