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 *

Start my SmartStart™ assessment

*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.

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 *

Start my SmartStart™ assessment

*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.

Craig Letton

MRM Global

STEP BACK

Turned the company into an investable asset - reducing founder dependence and increasing its value by 83% within one year.

Danny Sleswick

Image Cabinets

SELL

Transformed the company's service model - strengthening its transferability and readiness for a future ownership transition.

Anna Woolliscroft

Market Avenue

See your business through an investor's lens.

Irina D’Amore, Founder and CEO of Primera Ventures

SmartStart™ is led by Primera Ventures, founded by investor and board adviser Irina D'Amore.

Our work brings experience in investing, business strategy and board advisory to the questions that matter for an owner: what supports enduring value, what depends on the founder, and what could make a strategic option more credible?

The Strategic Exit™ approach connects the future you want with the capabilities your business needs. SmartStart™ applies that thinking to your current position.

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™.

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.

  • What do I receive?

    Your main deliverable is a detailed SmartStart™ diagnostic report bringing together your personal objectives, financial circumstances and business position, with findings and priorities to guide your next decisions. Your main package also includes the Strategic Exit IQ™ assessment and report, plus one included 30-minute follow-up for every SmartStart client. Attending the follow-up is optional; your report stands on its own. The separate PV Community and Insights Package bonus is included with your SmartStart investment.

  • When will I receive my report?

    Within 5 working days of our receiving your completed VBS questionnaires, Strategic Exit IQ™ assessment and all requested information. We confirm when your inputs are complete and tell you your report delivery date. The 5 working days begin once all required inputs are received, rather than on the payment date.

  • What will I need to complete?

    We send you the relevant VBS assessment questionnaires and explain any supporting information needed about your objectives, financial circumstances and business. You also complete Strategic Exit IQ™, unless we confirm that a relevant existing result can be reused. You do not need to attend a Masterclass first.

  • Is the follow-up included?

    Yes. Every SmartStart client is offered one 30-minute follow-up after receiving their report, to discuss the findings, clarify priorities and ask questions.

  • Do I have to attend to receive my report?

    No. Your report is delivered before the follow-up. You can choose whether to take up the included session.

  • What is included in the bonus package?

    The PV Community and Insights Package includes 12-month PV community membership, access to the PV portal, access to PV Masterclasses and monthly insights specific to your business.

    Bonus package value: £4,997 — Included with your SmartStart investment.

  • I know my business. What will this add?

    Your knowledge of the business is essential. SmartStart™ adds an outside assessment of how its current capabilities fit the future you want and the financial requirements behind it. The value lies in examining those connections and testing the assumptions behind your priorities.

  • I already have an accountant or other advisers. Why SmartStart™?

    Their input can be valuable. SmartStart™'s specific role is to bring the owner's objectives, relevant financial circumstances and business investability into one diagnosis. It can help you decide which questions and priorities to take into your work with those advisers.

  • Why pay £997 * when I can complete an assessment?

    Your £997 * includes the Strategic Exit IQ™ assessment and report, adviser interpretation of your circumstances and a detailed SmartStart™ diagnostic report explaining your position, constraints and priorities. It also includes one 30-minute follow-up to discuss your report and questions. The separate PV Community and Insights Package bonus is included with your SmartStart investment.

  • I am not planning to sell. Is this relevant?

    Yes. Founder independence, sustainable growth and the ability to preserve choices can matter well before any sale. Your diagnosis starts with what you want from the business.

  • What if I have already completed Strategic Exit IQ™?

    A relevant existing assessment and report may be reused. Otherwise, after your payment is confirmed, follow your onboarding instructions and complete Strategic Exit IQ™. You do not need to attend a Masterclass before starting.

  • Will this commit me to a longer engagement?

    No. SmartStart™ is a standalone service. You can use its findings to guide your own decisions and work with your existing advisers. There is no obligation to purchase further PV services.

  • Is this a valuation or a full implementation plan?

    SmartStart™ provides diagnosis and prioritisation. It does not include a formal valuation, a full strategic plan or implementation of the recommendations.

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.

Start my SmartStart™ assessment

*plus VAT if applicable