Selling  to  NewGen

The 10 Step Journey with New Gen Healthcare

⏱ As little as 2 weeks
Step 1

Criteria Check

We assess whether your business meets our acquisition criteria and is a suitable fit for our portfolio.

1
Step 2

Initial Meeting

A private, no-obligation conversation to understand your goals, values, and long-term vision.

2
Step 3

NDA Signed

A mutual non-disclosure agreement ensures all conversations and information remain strictly confidential.

3
Step 4

NG DD Valuation

Our team conducts thorough due diligence to provide a fair, transparent, market-led valuation.

4
Step 5

Offer Agreed

We present a clear and transparent offer. Once agreed, we move forward with confidence into the next phase.

5
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📅 4 months timeline
Step 6

Transaction Start

Formal proceedings begin. Advisers are engaged and transaction structure confirmed.

Exit Solicitors instructed and heads of terms agreed.
Growth Investment structure and funding terms aligned.
6
Step 7

FDD

Financial due diligence conducted to validate accounts, cash flow and financial performance.

Exit Historic accounts reviewed and financial warranties agreed.
Growth Projections validated and funding confirmed.
7
Step 8

LDD & Legal Documentation

Legal due diligence conducted and all documentation prepared, reviewed and agreed.

Exit Legal title checks, CQC review and sale contracts prepared.
Growth Investment agreements and governance structures drafted.
8
Step 9

Sale Documents Signed

All final documentation executed. Transaction completed and ownership formally transferred.

Exit SPA signed. CQC notified of change in ownership.
Growth Investment documents executed and funds transferred.
9
Step 10

Handover Process

Our commitment continues beyond completion — supporting growth, innovation and long-term success.

Exit Post-sale integration, staff continuity and ongoing guidance.
Growth Strategic reviews, reinvestment planning and continued support.
10

Our Five Guarantees to
Care Business Owners

Our commitment is built on trust, transparency, and long-term support. These five guarantees define how we work with every partner.

Confidentiality

Every conversation and document is handled with complete discretion and professional integrity.

Transparency

Clear communication, honest valuations, and open guidance at every stage.

Respect for legacy

We protect the reputation, culture, and people that make your care business unique.

Staff & recruitment stability

We support workforce continuity and long-term team development.

Long-term partnership

Our involvement continues after acquisition, supporting sustainable growth and performance.

Frequently Asked Questions

What You Should Know?

How do I know if I need to sell or get investment?

It comes down to what you want next. Ready to step away? A full sale realises the value you have built. Want to stay and grow with support behind you? Growth investment keeps you involved. Not sure which? Our initial meeting is a private, no obligation chat to help you decide.

There is no rush. Most owners wait until terms are agreed and everything stays confidential from day one, backed by an NDA. When the time is right, we help you plan the message. Staff continuity is one of our core guarantees.

Many owners do. You can stay on in an advisory role, or take our Growth path and keep a stake while we invest behind you. Our support continues well beyond completion.

 

Not at the start. The early stages carry no legal cost to you. Solicitors are usually instructed once heads of terms are agreed and the transaction formally begins. We will tell you when.

 

The early stages can move in as little as two weeks. The full transaction usually takes around four months, depending on the size of your business. We keep you updated throughout.

We protect what makes your business work. Respecting your legacy, culture and people is a guarantee. Any changes are made in partnership with you, focused on growth, not disruption.