SMARTSTART™ | FOR OWNERS OF ESTABLISHED BUSINESSES
Your business is successful.
Can it give you the choices you want?
Find out what is holding back your ability to scale, step back or sell—and what to address first.
Detailed diagnostic report • Strategic Exit IQ™ assessment and report • 30-minute follow-up included • PV Community and Insights Package bonus
Your investment: £997 *
*plus VAT if applicable
Bonus package value: £4,997 — Included with your SmartStart investment.
SmartStart™ brings your personal ambitions, financial needs and business realities together in an adviser-led assessment. Receive a detailed report explaining your position, the constraints affecting your options and what deserves attention first. Your report is delivered within 5 working days of our receiving all completed assessment inputs.
Primera Ventures awards




You have built a business that works. How much of it still depends on you?
The sales are there. The team is busy. Yet important clients, difficult decisions and the pressure to keep everything moving still come back to you.
Perhaps you want to grow, but another period of expansion could demand even more of your time. Perhaps you want to step back, but are unsure what that would mean for the business or your income. Perhaps a future sale is on your mind, but you do not know what a buyer would question.
You can see plenty of things to improve. The difficult decision is which changes will actually support the future you want.
SmartStart™ helps you work through that decision before committing more time and money.
What looks like a growth decision may start somewhere else.
Imagine your sales are growing and you want to reduce your day-to-day involvement while keeping an income from the business.
Before recommending more growth, we would explore:
- What would it cost to replace the work and decisions you currently carry?
- Would the remaining profit support the income you want?
- Would your key clients and team be confident without your daily involvement?
The answers may put management capability, client relationships or profitability ahead of another push for sales.
That is why your personal objectives, financial needs and business position belong in the same diagnosis. The priority depends on the outcome you want and the evidence behind it.
This is a hypothetical example of the thinking, not a client result or a recommendation for your business.
Your ambitions. Your financial needs. Your business's ability to support them.
PERSONAL
Define what you want the business to make possible — including the role you want to play and the choices you want to preserve.
FINANCIAL
Consider what you need the business to provide, and where those requirements may affect your available options.
BUSINESS
Examine the strengths and constraints that influence investability, founder independence and the credibility of different directions.
Strategic Exit IQ™ provides an initial input. Your adviser interprets the information together, questions assumptions and explains which issues deserve attention first.
THE SMARTSTART™ PACKAGE
What you receive from SmartStart™
YOUR DETAILED DIAGNOSTIC REPORT
An integrated assessment of where you stand: the objectives you are working towards, the business strengths you can build on, the constraints affecting your options and the information that still needs testing. The report explains the findings and their implications for your decisions.
Your main package also includes the Strategic Exit IQ™ assessment and report.
PRIORITIES EXPLAINED IN YOUR REPORT
A reasoned view of what deserves attention first, why that sequence matters and what can wait.
30-MINUTE FOLLOW-UP INCLUDED
After reading your report, join a 30-minute follow-up session to discuss the findings, clarify your priorities and ask questions. This session is included for every SmartStart client.
You can choose whether to attend. Your report is delivered before the follow-up.
Your report gives you a detailed reference for understanding your principal constraints, your priorities and the reasoning behind them. You can return to it as you consider your next decisions.
Your included bonus: PV Community and Insights Package
Build on your SmartStart™ findings as part of Primera Ventures’ community of ambitious entrepreneurs.
Your bonus package includes:
- 12-month PV community membership
- Access to the PV portal
- Access to PV Masterclasses
- Monthly insights specific to your business
Bonus package value: £4,997 — Included with your SmartStart investment.
Your investment: £997 *
*plus VAT if applicable
What founders like you have achieved
Real outcomes from Primera Ventures’ wider advisory work with ambitious founders.
SCALE
Scaled the business into 34+ countries, increasing its value and successfully securing a first round of private equity funding.
STEP BACK
Turned the company into an investable asset - reducing founder dependence and increasing its value by 83% within one year.
expertise
Investor Mindset | Strategy | Valuation |Value Creation | M&A | Transactions
Combining investment and strategic advisory expertise, Irina and her team help founders build the conditions for a successful Strategic Exit™.
Qualifications and professional affiliations






in the room | on the stage | in Print
Experience beyond the boardroom
You bring the context. We do the diagnostic work.
1. START SMARTSTART™
Your investment is £997 *.
2. COMPLETE GUIDED ONBOARDING
After your payment is confirmed, we send your onboarding instructions and the VBS assessment questionnaires. Share the requested information about your objectives, financial circumstances and business, and complete Strategic Exit IQ™. If you have an existing IQ result, we will check whether it can be reused.
3. RECEIVE YOUR DETAILED REPORT
Receive your detailed report within 5 working days of our receiving your completed questionnaires, Strategic Exit IQ™ and all requested information. Your adviser connects the findings and explains the constraints, implications and priorities.
4. DISCUSS YOUR REPORT
After reading your report, use your included 30-minute follow-up to discuss the findings, clarify priorities and ask questions.
Your report is delivered before the follow-up. Every SmartStart client is offered one included 30-minute session; you can choose whether to attend.
Your preparation is to provide the requested inputs. The interpretation and written synthesis are our responsibility.
Before you commit to the next hire, expansion or change in your role.
Every significant business decision has dependencies. A senior hire needs enough profit to support it. Stepping back needs responsibilities and relationships that can transfer. An ownership change needs a business that can stand up to scrutiny.
SmartStart™ gives you a structured way to examine those dependencies before deciding where to commit your resources.
The £997 * buys adviser judgement applied to your circumstances and a detailed report explaining the diagnosis and priorities. It also includes a 30-minute follow-up to discuss your findings and questions. Its value is in the quality of the decisions it helps you make.
Is SmartStart™ right for you?
It is designed for owners of established businesses who want to understand what must change to support their ambitions.
SCALE
Consider growth in the context of value, capacity and your objectives.
STEP BACK
Examine what greater independence from your daily involvement would require.
SELL
Consider readiness and constraints before deciding on an ownership transition.
You do not need to have chosen your final direction. You do need to be willing to share relevant information and examine assumptions about your business.
If you already have a recent, integrated diagnosis and a clear order of priorities, another diagnostic may add limited value. If your immediate need is a formal valuation or delivery of an implementation project, SmartStart™'s scope is different.
Before you commit.
Know what deserves your attention before making your next move.
Receive a detailed report connecting your personal objectives, financial circumstances and business position, with findings and priorities to help you decide what deserves attention first.
Complete the VBS questionnaires and Strategic Exit IQ™ we request during onboarding, or let us check an existing IQ result. Receive your detailed report within 5 working days of our receiving all completed inputs.
Your report is delivered before the follow-up; attending is your choice.
SmartStart™
Your investment: £997 *
- Detailed diagnostic report
- Strategic Exit IQ™ assessment and report
- Findings and priorities explained in the report
- One 30-minute follow-up included
Your included bonus: PV Community and Insights Package
- 12-month PV community membership
- Access to the PV portal
- Access to PV Masterclasses
- Monthly insights specific to your business
Bonus package value: £4,997 — Included with your SmartStart investment.
*plus VAT if applicable








