1
Your outcome
Be clear about whether you want a full sale, a partial sale, a growth partner or a phased handover.
For business owners
A responsible succession starts before it becomes urgent.
If you are considering a sale, partial exit or gradual handover, the first question is what you want for the business, your people and your own role.
What we discuss first
What do you want the transaction to achieve?
2
Your role
Agree what you want to stop doing, continue doing and hand over after the transaction.
3
Clients and team
Plan leadership retention and communication before uncertainty reaches the people who depend on the business.
4
Brand and identity
Discuss whether the existing name should be retained, endorsed or combined with the wider NumiNova Yachts identity.
After acquisition
The yacht team continues to run the business.
The operating team remains responsible for clients, commercial decisions and service standards. NumiNova provides finance, reporting, technology and acquisition support.
The yacht team keeps
Responsibility for client service and specialist judgement remains inside the operating company.
01
Client and adviser relationships
The people who earned the relationship remain accountable for it.
02
Local reputation
The business keeps the market standing and knowledge clients recognise.
03
Specialist judgement
Brokers, managers and technical people retain authority over their work.
04
Supplier relationships
Established specialist networks stay close to the people who use them.
NumiNova provides
Shared capabilities support the plan agreed with the business before completion.
01
Capital for agreed acquisitions
Capital is deployed against a clear acquisition and operating plan.
02
Finance and reporting
Controls and management information support stronger decisions.
03
Technology and data
Secure systems improve records without taking relationships away from the team.
04
Leadership and integration
The Group supports recruitment and practical integration work.
The exact brand, ownership and transition structure is agreed case by case after mutual diligence.
A likely fit
When a conversation is worth having.
We are interested in established brokerage, charter, management, central agency, technical and owner-services businesses with a respected position and a capable team.
A respected position
The business has a recognised local or specialist standing that clients value.
Relationships worth protecting
Client trust is visible in repeat work, referrals, mandates or durable adviser relationships.
A capable team
The company has people who can carry important relationships and responsibilities forward.
A responsible handover
The owner is willing to plan how leadership, clients, people and the brand move through a change of ownership.
A first conversation is for mutual fit. It is not a decision or a valuation.
Common questions
Questions owners usually ask.
The right answer depends on the company, the people and the outcome the owner wants.
1
Brand
Does our brand disappear?
Not necessarily. We decide whether to retain, endorse or combine a brand based on client confidence, local standing and the role of the business in the wider group.
2
Founder role
Do I have to leave immediately?
No. A defined handover may be short, gradual or include an ongoing role, depending on the business and your goals.
3
Transaction structure
Must I sell the whole business?
No. A conversation can begin around full succession, partial liquidity or a strategic partnership, subject to mutual fit and diligence.
4
Continuity
What happens to the team and clients?
Leadership retention, role clarity, client communication and relationship continuity must be planned before completion.
5
First step
What do I need for the first conversation?
A high-level view of the business, your reason for exploring a change and the outcome you want is enough to begin.
A confidential first step
Tell us about the business and what you are considering.
Tell us what the business does, why you are considering a change and what outcome matters to you. Do not send client names, financial statements or transaction documents through the website.
Confidential owner conversation