Retained Advisory

Retained Advisory

Keystone work with business up to 3 years in advance of a proposed transaction to ensure the optimum outcomes when the deal arises, be it a sale, restructuring or management buyout.

We seek to build long-term advisor relationships with our clients that go far beyond the completion of a single transaction.

Typically our role would include:

  • Attendance at board meetings
  • Acting in a non-executive capacity
  • Strengthening the financial reporting
  • Running an exit readiness program
  • Creating and maintaining a virtual ‘data room’
  • Relationship management with external funders
  • Introducing and liaising with other professional advisers

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