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Steward Foundry
For Advisers and Partners

A responsible succession partner for established businesses and their advisers.

We work alongside accountants, solicitors, corporate finance advisers, wealth managers, banks, brokers and other professionals supporting business owners through transition.

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A traditional British high street of established independent businesses — the fabric of regional commerce.
When the client needs more than a conventional sale process

You may be advising an owner who is in one of the following situations.

Steward Foundry may offer a useful additional route where:

  • is beginning to consider retirement;

  • has no family or internal successor;

  • is concerned about employees and continuity;

  • wants a discreet process;

  • is not ready for a broad market exercise;

  • prefers an active future owner to a purely financial buyer;

  • needs time to prepare the company for transition.

We do not seek to displace trusted advisers

The owner's professional team may remain central throughout the process.

Our role is to help coordinate the ownership model by bringing together:

the business owner

a potential owner-steward

aligned capital

transition planning

relevant specialist support

The referral process

Five steps from private discussion to coordinated execution.

  1. 1
    Step 1

    Initial discussion

    We speak privately with the adviser to understand the broad circumstances.

  2. 2
    Step 2

    Owner introduction

    Where appropriate, the adviser introduces the business owner with permission.

  3. 3
    Step 3

    Suitability conversation

    We explore the owner's objectives and whether the Steward Foundry model may be relevant.

  4. 4
    Step 4

    Agreed process

    If the owner wishes to continue, roles, confidentiality and next steps are agreed.

  5. 5
    Step 5

    Coordinated execution

    The relevant professional team supports assessment, structuring, documentation and completion.

Discretion from the outset

We treat confidentiality as a practical responsibility, not a slogan.

Succession discussions can affect employees, customers, suppliers and the market. Information should be shared only with appropriate permission and for a clear purpose.

Confidentiality notice

Submitting information through this website does not by itself create a legally binding confidentiality agreement. Users should not submit highly sensitive, privileged or commercially critical information through an initial web form. Where appropriate, the parties may enter into a separate confidentiality agreement.

Who may refer

We welcome introductions from a broad professional community.

01

accountants;

02

solicitors;

03

corporate finance advisers;

04

business brokers;

05

financial planners;

06

wealth managers;

07

banks and lenders;

08

non-executive directors;

09

chairs;

10

trade associations;

11

chambers of commerce;

12

local enterprise organisations;

13

experienced business owners.

Refer a business

Do you advise an owner without a clear successor?

Tell us enough to understand the situation. We will respond discreetly and will not contact the business owner without permission.

Please do not disclose confidential client information without appropriate permission.

Working alongside the professionals who already know the owner.

If you advise a client considering succession, we would be pleased to discuss whether our model may be relevant.

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