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Service S.4 — Capital

Ready for capital — before capital looks at you.

Valuations aren't negotiated in the deal; they're built in the eighteen months before it. Investment & Exit Readiness is a board-led programme that prepares the numbers, the governance, the story and the data room — so when investors or buyers test the business, it holds.

Capital markets
Service S.4
Is this you?

When the readiness clock has already started.

  • A raise, refinance, acquisition or exit is plausible within the next 6–24 months.
  • The numbers exist, but you wouldn't enjoy defending them line-by-line in diligence.
  • Governance is honest but informal — and diligence punishes informality.
  • The equity story lives in the founder's head rather than on paper investors can test.
  • A previous process stalled, dragged or repriced — and you'd rather the next one didn't.
The engagement

Diligence is a search for reasons to reprice. Every gap it finds — messy management information, undocumented decisions, a board that exists mostly on paper — becomes leverage on the other side of the table. Readiness work systematically removes that leverage before anyone sees the data room.

The programme runs at board level because that's where buyers look first: how decisions are made, recorded and reviewed tells an investor more than any forecast. Max brings the company side of the table — CEO of a £10m+ design and manufacturing group by 27 — together with investment-side experience across a social-enterprise investment fund (Create Equity) and the digital-asset research world, where he serves as Advisory Chair of Unsigned Research.

Readiness work pairs naturally with chairing through the deal period itself: the programme builds the machine; the chair keeps it credible under fire.

What it includes

The programme, theme by theme.

Readiness review

A structured pass across numbers, legals, governance, people and story — scored against what institutional diligence will actually probe. Output: an honest gap list.

Gap plan

Every gap gets an owner and a date. Quick wins move immediately; structural fixes — board records, KPIs, contracts, IP hygiene — are sequenced over the programme.

Equity story & board pack

The growth story written so it survives a sceptic: market, model, moat, management, numbers — consistent from teaser to data room to management presentation.

Data room & cadence

A clean, navigable data room stood up early, plus a board reporting cadence that demonstrates — not asserts — that the business is governed.

Deal-period support

Through the process itself: preparing the team for management meetings, holding the line on terms, keeping the business trading while the deal eats the calendar.

Shape & commitment

How the engagement runs.

Programme8–12 weeks of structured readiness work
CadenceWeekly working sessions; board checkpoint each month
ThenOptional deal-period support through the raise, sale or refinance
Works withYour accountants, lawyers and corporate-finance advisers — readiness complements them, it doesn't replace them
Fees — honest context

What it costs.

Senior board-level consultancy in the UK typically runs £1,200–£2,500 per day; readiness programmes are quoted fixed-fee after scoping so the cost is known before work begins, with deal-period support priced separately.

Figures are indicative UK market context, not a quotation — every MAXFR engagement is scoped first and priced in a written letter of engagement, with review points both sides can use. For broader numbers, see the NED & chair fees guide.

Questions

Asked about this engagement.

Are you a corporate finance adviser or broker?
No — and that's deliberate. MAXFR prepares the business and strengthens the board; your corporate-finance adviser runs the transaction. Readiness work makes their job easier and their fee better spent.
How early should readiness start?
Twelve to eighteen months before a process is ideal; eight weeks is workable. The earlier the start, the more value lands in structure rather than firefighting.
Does this apply to debt and refinancing too?
Yes. Lenders run the same playbook with different emphasis — serviceability, controls and information quality. The programme adjusts its weighting accordingly.
What if diligence finds something anyway?
It will — every business has scars. The difference readiness makes is that issues are disclosed on your terms with a fix attached, rather than discovered on theirs with a price-chip attached.
Further reading

From the Knowledge hub.

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