Client Onboarding

What happens next

Complete the intake form

Company, ownership and transaction details, plus the Buyer Schedule. Takes about 15 minutes. It comes straight to a principal.

Receive your Engagement Letter

We prepare the Engagement Letter, Fee Schedule and Buyer Schedule from your answers and send them for electronic signature.

Identity checks

We send each seller a secure link to upload photo ID and proof of address. Nothing is uploaded through this page.

Data room and kick-off

Within five working days of signing you receive your data-room invitation and a kick-off call is booked.

Your documents

Three documents to read before we start.

Enter your name and email and the document opens straight away. Everything else in your pack — the Engagement Letter, Fee Schedule, Buyer Schedule and Standard Terms — is prepared by A3 and sent to you for signature after the form below.

Welcome and Next Steps

How the engagement runs, your team, and the first 30 days.

Information Request List

Everything we need to value the business and prepare it for market. Priority items flagged.

How We Charge

Retainer, success fee, ratchet and worked examples.

Intake form

Tell us about the business.

Answer what you can; leave anything you are unsure of and we will pick it up on the kick-off call. Your answers are seen only by A3 principals and held under our Privacy Notice.

The business

Registered company name

Company number

Website

Nature of business

Turnover — last financial year

EBITDA / operating profit — last year

Employees

Accountant (firm)

Your details

Your name

Role

Mobile

Ownership

Shareholders and % held (one per line, and whether each is selling)

Holding companies, trusts, options, shareholder agreements or debt we should know about

The transaction

What do you want to sell?

Price expectation, if any

Preferred timing to complete

Will the owners stay on after completion?

Reason for sale

Known issues a buyer will find in diligence

Buyer Schedule

Every party you, your shareholders or advisers have had sale discussions with in the last 24 months — name, contact, status, last contact date

Parties we must not approach without your approval

Declarations

Is any shareholder or director a politically exposed person, or subject to sanctions?

Any current or threatened litigation, regulatory investigation or HMRC enquiry?

Is the business regulated or licensed?

Has the business been marketed for sale before?

I confirm the Buyer Schedule above is a complete record of all substantive sale discussions in the last 24 months, and I understand that a sale to a buyer not listed here attracts the full-process fee basis. I confirm the information is accurate to the best of my knowledge, that I am authorised to provide it, and I have read the Privacy Notice.

You will receive an acknowledgement from a principal within one working day, followed by your Engagement Letter for signature. Please do not send financial documents or ID through this form — we will send you a secure data-room link.