Entrepreneurs at Scale

Episode 39: Exit Advisory Team - Webinar Introducing Breeze Corporate Finance

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On the latest Exit advisory team we welcome the team from Breeze corporate finance. Breeze are an award-winning M&A boutique, based in Nottingham.
Guests:
        Guy Harris & Nigel Winkett, Breeze Corporate Finance
       Hosts: Neale Lewis & Debra Martin, Exit Advisory Team

Who Are Breeze Corporate Finance?

Founded in 2018 to provide world‑class corporate finance support to SMEs and family‑owned businesses planning an exit, event, or buyout.

Track record: 70+ transactions, over £1bn in total deal value

Deal size focus: typically £5m–£50m, average c. £17m

How Breeze Help Owners Prepare for a Successful Exit
Breeze Readiness Proposition

  • Aimed at owners who:
  • Want to go to market now but are not truly exit‑ready, or
  • Are thinking of exit in 3–5 years with no clear plan.

    • Breeze:

    • Assesses current position vs. desired outcome
    • Builds a plan to increase value, reduce risk and stress, and smooth the transaction.

      • The Three Ps: Breeze’s Value‑Creation Framework
      1. Professionalise

      • Move from owner‑dependent, informal operations to professional, process‑driven structures.
      • Build a stronger leadership and management team, so the business doesn’t rely solely on the founder.

        • 2. Plan

        • Corporate and personal tax planning to maximise net proceeds.
        • Review and structure shareholdings, including incentivising key team members.
        • Many measures need 12–18 months to be fully effective.

          • 3. Performance

          • Drive EBITDA growth via efficiency and top‑line growth (new markets, services, geographies).
          • Create a credible growth story that excites investors.
          • It’s about “selling the future to the next owner,” not collapsing at the finish line

            • The Situation Report

            A structured diagnostic that answers: “Where are we now, what could we be worth, and what’s the gap?”

            • Starts by clarifying the owner’s “magic number” and timeframe – the north star.
            • Explains deal types and exit routes (MBO, private equity, strategic buyers, etc.), cutting through myths and anecdotes.
            • Uses financials, diagnostics, and market data to:
              • Estimate current value, and
              • Map a realistic future value in ~2 years if key improvements are made.
              • Identifies specific levers (e.g. recurring revenue, customer concentration, senior team strength) that move strategic value.

                • Exit Advisory Team 

                • Successful exits need a joined‑up advisory team:
                  • Lawyers, bankers, accountants, tax and wealth advisers, and strategic/scale‑up support.

                For more information on how Breeze could help you achieve a successful  Exit on your terms: https://www.breezecf.co.uk/

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                Entrepreneurs at ScaleBy Neale Lewis