Business Sale & Exit Specialists

You have spent years building your business. Selling it deserves the same care.

Selling a business is typically a once-in-a-lifetime decision - one that carries financial, emotional, and personal weight in equal measure.

Roberts Advisory exists to bring clarity, structure, and reassurance to this moment, guiding owners through a complex process, ensuring the right buyer is found and a strong outcome is achieved for you and your business.

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Overview of Our Process

1. Understanding Your Business

We begin every engagement the same way: by listening. We take time to understand your business, your goals, and what a good outcome means to you personally - before forming a clear and honest view on valuation and what a successful process might look like for you.

2. Positioning Your Business for Sale

We help shape the story of your business - what makes it attractive, where the value sits, and how to present it in a way that resonates with the right buyers. That story is then reflected in a suite of professional sale materials, including the Information Memorandum, management presentation, and supporting financial analysis. The quality of this work shapes how buyers perceive your business from the first moment.

3. Buyer Identification & Outreach

With a strong network of active buyers across sectors, we know who the right buyers are and how to engage them. Before any approach is made, we agree the shortlist with you. We then manage the full outreach process professionally and confidentially - ensuring every buyer who enters the process is serious, qualified, and a genuine fit for your business.

4. Offers, Heads of Terms & Due Diligence

When offers come in, we help you evaluate them properly - not just the headline number, but the structure, the conditions, and the fit. We negotiate heads of terms on your behalf and manage the due diligence phase, acting as the buffer between you and the buyer's advisors so you can keep running your business.

5. Closing of Transaction

Closing a deal requires as much care as opening one. We stay close to the process in the final stretch - keeping momentum, supporting your legal team, and making sure nothing is left to chance between agreement and completion.

A family partnership grounded in decades of advising owner-managed businesses and deal-making, with the personal perspective that only comes from having been through it yourself.

Our Team

Peter Roberts

Peter has spent over 30 years advising Irish business owners on audit, performance, taxation, and exit planning - including founding and leading Roberts Nathan, a Top 20 audit practice in Ireland, for 25 years. He has been through the process himself, having recently sold his own business. That firsthand experience of selling his company gives his advice a depth that only comes from having done it yourself.

peter.roberts@robertsadvisory.ie / +353 86 813 8813

Partner, FCCA

James spent five years at IBI Corporate Finance (now DC Advisory), one of Ireland's longest-established corporate finance firms, executing sell-side M&A transactions across a variety of sectors. He subsequently served as Chief of Staff at a 150-person technology company. He brings the rigour and process discipline of institutional deal-making to the clients who need it most - Irish business owners selling for the first time.

james.roberts@robertsadvisory.ie / +353 87 749 9031

Partner, ACA

James Roberts

Why Work with Us?

  • On your side.

    We succeed when you succeed - and our advice will always be straight, clear, and entirely in your interest. Every decision we make is pointed at one outcome: the strongest possible result for you and your business.

  • In safe hands.

    The sale is managed from start to finish by two senior professionals who have spent their careers at the top of Irish accountancy and corporate finance - one of whom has been through this process himself, as a seller. That combination of technical depth and personal understanding is what every client gets, on every deal.

  • Never in the dark.

    Selling a business is complicated, and most owners are doing it for the first time. We take the time to explain every stage clearly, so you always understand where you are, what is coming next, and what your options are. Because informed sellers make better decisions.

Get in Touch

If you are considering a sale, now or in the next few years, we would be delighted to speak. No commitment, no pressure. Just a straightforward conversation about your business, your options, and what a sale could look like.

Send us an email at hello@robertsadvisory.ie or fill in the form to the here.