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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Start a confidential conversation →

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. Preparation of Sale Materials

We prepare a full Information Memorandum — the document that introduces your business to prospective buyers. This is where many advisors cut corners. We take it seriously, because the quality of these materials 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 forged from 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 SME 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 experience, of sitting on the other side of the table, shapes how he advises every client.

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

Partner, FCCA

James spent five years at IBI Corporate Finance, Ireland's longest-established corporate finance firm, executing sell-side M&A transactions across sectors. He subsequently served as Chief of Staff at a 150-person technology company. He brings the process rigour of institutional M&A to the clients who need it most - Irish SME 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.

Get in Touch

If you are considering a sale - now or in the next few years - we are happy to talk. No commitment, no pressure. Just a straightforward conversation about where you are and what the process would look like.

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