Protect your Agency's Value before its too late
We’ve seen:
An Agency valued at £850,000 but reduced to an asset sale, with a reduction of 60% because of compliance failures.
Multi-million-pound deals abandoned mid-sale when the buyer uncovered hidden risks all from a single error.
Don’t let that be you.
Owners tied up in warranty claims and retention monies for years, long after they thought they’d walked away.
The most painful part?
Most of it was preventable—with the right preparation.
If you’re even thinking about selling your business, the time to prepare is now. Buyers are ruthless when it comes to compliance—and one overlooked issue can cost you thousands or even derail the deal entirely. That’s why we created the 'Legacy Protection Review': a discreet, expert-led service that ensures your business is sale-ready, protects your value, and gives you peace of mind. This isn’t just preparation—it’s your safeguard for a smooth, profitable exit.
There are two options to help you gain peace of mind for your legacy:
Option 1 – Portfolio Spot Check (£795 + VAT)
A focused review of 10 key Fully managed properties and essential business documents. Ideal for identifying risks early.
Option 2 – Exit Clarity Audit (£1,390 + VAT)
A deeper review of 25 properties (Fully managed, Rent collect or Let only plus a compliance review of your key contracts, processes, and systems. Includes priority recommendations and an action plan.
Both options include:
Discreet remote access—no disruption to your team
A clear written report and 30-minute private debrief
Action steps to fix any issues before the buyer sees them
The earlier you do this, the more options you have to fix issues and protect your value.
Get early warning of any compliance issues
Without anyone knowing
Even if you are not yet ready to sell,
this step helps you prepare effortlessly.
Achieve Compliance Without fear or stress
Experience a straight forward sale by being already prepared for the tough questions Buyers will ask, even if you’ve never sold your Letting Agency before.
Finally, you’ll achieve the true value of your business, faster sale and with more confidence in the process. You will step away proud of your legacy.
**Experience it yourself and say goodbye to the stress of the sales process and any nasty hidden surprises
Worried about compliance gaps?
Start with our Red Flags for Buyers PowerPoint (4 hours/sessions) for an overview on all things compliance. Perfect for Agency owners / Managers who want a quick, clear overview of compliance essentials.
Need a full roadmap to exit?
The Agency Confidence Blueprint has you covered. A step-by-step toolkit for owners who prefer to work independently but need guidance to ensure compliance with toolkits, workbooks and compliance templates. Expert accountability partner also available with this service.
Want hands-on support?
Our Exit Support service guides you through every step. With a done-with-you Portfolio Compliance simulation review and Exit support Due Diligence for sale.
Protect your sale price and avoid costly mistakes. Schedule a Zoom call today
This free eBook isn’t just an advert—it’s a wake-up call.
Inside, you’ll uncover:
- The most common compliance mistakes that kill deals.
- Why buyers scrutinize agencies like yours—and how to pass with flying colors.
- How our Legacy Protection Review ensures you’re prepared for a smooth, profitable exit.
Download your copy now and take the first step toward protecting your agency’s value. Get It Now →
Check out your FREE resources.
Practical reviews of the law, checklists for Compliance, spread sheets and downloads to help you grow a successful business ready for a legendary sale. Click HERE
That’s exactly why now is the perfect time. Preparing early ensures you’re in control when the time comes. By addressing compliance risks now, you’ll avoid last-minute stress, protect your agency’s value, and position yourself for the best possible sale price when you’re ready. Remember, buyers move fast—being proactive puts you ahead of the curve.
The cost depends on the number of properties and documents we review, but consider this: one overlooked compliance issue could cost you thousands—or even derail your sale entirely. This service is an investment in protecting your hard-earned value and ensuring you walk away with the best possible outcome.
Great! We’re not here to replace your team—we’re here to complement them. Our independent audit identifies risks and prepares the files and fixes your solicitor or accountant will thank you for. Think of us as your first line of defence, ensuring everything is airtight before it even reaches their desk.
We understand the importance of discretion. Everything we do is private and confidential—no one will know unless you tell them. Temporary access to your CRM/ filing system online keeps you in control and no one is the wiser. You can move forward with confidence, knowing your plans are secure and your privacy is protected.
Waiting until the last-minute puts you in a reactive position, and buyers move fast. By starting now, you’ll have the clarity and confidence to negotiate from a position of strength. Plus, you’ll avoid costly mistakes that could jeopardize your sale price and increased legal fees.
I love all things legal, and compliance in the Letting Industry is my specialist subject. I love to sing in my spare time and spend time with my family and long walks with our dog.
Qualified solicitor (LLB Hons, FARLA) with 26 years of legal compliance leadership in lettings
Recipient of Propertymark Level 4 Certificate in Property Agency Management, trusted author/examiner in the field
Led systems and compliance for a successful family letting business over 48 years, prepped and executed high-value sales with rigorous due diligence
I love helping clients achieve their dream whether that's a compliant business free from inherant risks or preparing for their retirement. I love to spend time outdoors and teaching young people Bushcraft skills!
Lawyer specialising in property sales and with 30 years managing operations and compliance in lettings
Deep operational authority through hands-on leadership of a low-risk, high-profit independent agency across East & West Sussex
Co-owned and ran the agency for decades, achieving strong profit margins and facilitating a smooth sale with buyers fully satisfied by pre-emptive due-diligence
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