AEGRYN. CYCLE 5
Value and prepare your organisation for an optimal transfer.
Transferring a company is an operational process prepared twelve to thirty-six months in advance. Aegryn steps in early to eliminate discount risks before going to market.
What negotiations reveal too late
Deals rarely fail on past balance sheets. They fail on the organisation's real transferability.
Founder-dependency discount
A company too dependent on its leader suffers a 20 to 40% discount. If you are your organisation's main client, main salesperson and main technician, you have a valuation problem — even if your numbers are excellent.
Incoherent technical data room
Undocumented architecture, client contracts without assignment clauses, inconsistent financial metrics. An incomplete data room signals operational risk and justifies an offer reduced by 15 to 35%.
Late due-diligence discoveries
Cyber flaws, IP disputes, employment liabilities, technical debt: when these emerge during acquirer due diligence, the deal collapses or the price falls. Anticipating these discoveries neutralises them as opposing leverage.
Our role as Operating Partner
Aegryn prepares the organisation for transfer under a Vendor Readiness engagement, twelve to thirty-six months before going to market.
Removing founder dependency
Structuring the leadership team, documenting know-how, managed succession plan. Delegating key client relationships. Objective: an organisation that runs without its founder — and proves it.
Asset & IP remediation
Securing the title chain: verifying and regularising vendor contracts, cleaning up open-source licences, trademark filings in target territories. Audit and reduction of technical debt.
Data room preparation
Structuring technical, financial, regulatory and contractual elements in the format expected by acquirers and their advisors. Coherent, defensible documentation of key metrics.
Execution network coordination
Aegryn prepares the ground neutrally and independently. Once the asset is ready, we work with the investment bank, the accredited M&A boutique or the client's lawyer to execute the financial closing.
CIFSO 5000 Certification
Certification is the title deed to your organisation's value. Across five dimensions (Code, IP, Finance, Security, Organisation), it attests what the organisation owns and can transfer. Verifiable grade, valid twelve months. Issued before presentation to acquirers, it removes uncertainty and supports a premium valuation. Observed premium: +0.4 to 0.8x ARR vs comparable non-certified organisations.
A four-step process
Transferability diagnostic
Weeks 1 to 2
Flash audit across the five CIFSO dimensions. Identification of critical gaps and valuation levers. Deliverable: diagnostic report and roadmap.
Vendor readiness
Months 1 to 6
Closing the gaps: IP remediation, managerial reinforcement, technical modernisation, regulatory compliance. Mobilising the Aegryn partner-expert network as needed.
CIFSO 5000 Certification
Months 6 to 9
Full independent audit across five dimensions. Official grade awarded. Certified data room assembled.
Network coordination
Months 9 and beyond
Referral to the M&A boutiques, investment banks and lawyers in the Aegryn network for financial execution. Aegryn remains available for technical support until closing.
Who it is for
Founders & family shareholders
Anticipating a sale to a third party, a family handover or a management buyout, one to three years ahead.
Private equity funds
Exit readiness of portfolio companies. Maximising the resale multiple through documentation and certification.
Leaders nearing end of term
Succession preparation with an eighteen-to-thirty-six-month horizon.
Value and prepare your organisation for an optimal transfer.