Maximise your sale price

We’ll let you in on a secret. Preparing properly for sale is more important than the deal itself.


No surprises

Most financial advice businesses sleepwalk into the sale of their business. They receive a call from a consolidator saying, “we’ll give you X times the value of your business”. They say ok and move into the sale process without any preparation. The result? A low offer, which is then reduced further in the due diligence process. But it’s preventable.

Our ValueBoost® programme puts you in the driving seat. By getting ready for sale, you can get the deal you want. It starts with us spending a day with you, reviewing how your business is set up and exploring what you could do to increase your sale value. We’ll then create a report outlining our findings and provide a list of actions you can take to increase the sale value of your business. To make it easier to work with we put the biggest impact/lowest effort actions first.

How we work our Melo magic

Our unique ValueBoost® process is easy to understand and implement. In fact, there are just five simple steps to maximise the sale price of your business!

Know thyself

The key to starting your sale journey is knowing the answer to these questions: “What outcome do you want to achieve?” and “What do you have to sell?”.


How your clients see you can affect how "sticky" they are when the business is sold. Taking time to reposition your story can lead to more clients sticking around.

Clean up

Take time to get your data in order. Document your processes to make it easier for the buyer to take them on. Lastly, get rid of any skeletons in your closet.

Show off

By creating a polished image from the outset, which isn't just surface-deep, there will be far fewer questions in the due diligence process.

Negotiate and deliver

Go into negotiations knowing what you're willing to flex on and at what point you'll walk away. Once you've sold, uphold your end of the deal.

Our self-starter package gives you everything you need to make the shift yourself. You’ll get detailed guidance and exercises to complete for each of the five steps of the ValueBoost® process, as well as tools and templates to help you make your business shine and boost its sale value.

Our Consult package gives you all of the guidance, tools and templates you need to make the shift; however, you’ll also get a one-day initial consultation and four further day sessions throughout your change process to help you stay on track.

Our Outsource package is the way to go for busy people who want someone else to complete the process on their behalf. We’ll discuss your individual requirements and create a tailored plan to take your business to the next level.

Ben took the time to listen, understand what we wanted to achieve and provide insight from his years of experience. I feel comfortable that we are being guided by someone who knows what they are doing and, more importantly, listens to what we want and does what he says he’ll do.
Pete Summerbee
Pete Summerbee
Training & Competence Manager
Ben is thoughtful, inquisitive, knowledgeable, and forward-thinking. His support and insight helped hugely to deliver a first-class and rewarding session to a room of senior industry figures.
Rob Lunn
Rob Lunn
We had a great experience working with Ben and Izzy on strategic marketing workshops. They were a huge support from start to finish, thanks to their talented facilitation and organisational skills. Their knowledge and understanding of the financial planning profession was a big bonus too.
Debbie Brindley
Debbie Brindley
Marketing Manager
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