Smart Deck · Hollowbrook Garden Centre
Confidential · Ref TT-1088
Confidential information memorandum · Post-NDA disclosure

Hollowbrook Garden Centre

A freehold destination garden centre, nursery & landscape supply · the Cotswolds, England

Prepared by Top Tier Advisory · Illustrative sample · Ref TT-1088 · Figures in £000s
Confidential — for the named recipient under NDA
Contents

What's in this deal book

Confidential · deal at a glance

The transaction in one view

This memorandum is confidential and provided solely to the named recipient under a signed non-disclosure agreement, to evaluate a possible acquisition of Hollowbrook Garden Centre. It is not an offer to sell. Figures are owner-adjusted and unaudited; the recipient must conduct independent due diligence. No reliance without the buyer's own verification.
£2.0M
Business · 3.7× adj. EBITDA
£1.9M
Freehold (or lease £150K/yr)
£3.40M
Revenue (TTM)
£545K
Adj. EBITDA
48%
Gross margin
1994
Founded · owner retiring
02

The investment case

The condensed thesis: a freehold-anchored destination garden centre, cash-generative and owner-run for 30 years, changing hands as the founder retires, with real estate that can be bought or leased and clear operating upside for the next owner.

Section 2 of 8
Investment thesis

Buy a 30-year destination, separate the bricks from the goodwill

Anchored

Freehold site

A 7-acre freehold on a main Cotswolds road. Buy it for £1.9M or lease at £150K/yr — the operating business is priced independently of the property.

Durable

Footfall + trade

~180k annual visitors and a 140-account trade base that renews above 85% sit under the retail. Two demand engines, not one.

Clean exit

Retiring owner

Not distressed. Margaret is retiring after 30 years and hands over across a full spring season, name and team retained.

Upside

Five levers

Café, e-commerce, the trade desk, Christmas and repricing lift adj. EBITDA from £545K toward £780K without heroics.

£615K
Owner earnings (SDE)
£545K
Adj. EBITDA (post manager)
3.7×
Business asking multiple
The business

A destination people drive to, not a shed run

Hollowbrook is a 7-acre garden centre on a freehold Cotswolds site: plants and nursery stock, hard-landscaping supplies, a homeware and gift barn, and a 40-cover café. Retail walk-in drives the season; year-round trade accounts with local landscapers and gardeners sit underneath it.

7 acre
Freehold site
26
Staff · 11 FT + 15 seasonal
48%
Blended gross margin
30 yr
Trading history
Glasshouse & nursery rows
Market & tailwinds

A steady catchment, a re-rating category, a fragmented tail

Loyal catchment

Gardening is a habit

UK garden and outdoor-living spend held up through the last decade. A destination centre with a café earns repeat weekend visits from a settled rural-and-market-town catchment, not one-off transactions. Habit, not fashion.

Experience wins

Destination beats commodity

Sheds and supermarkets took the commodity basics, so the surviving independents compete on range, advice, café and day-out appeal. That is where basket size and margin sit, and it is exactly what a 7-acre freehold site can offer and a car park cannot.

Succession tail

Owner-operators retiring

Many independent centres are owned by a founder generation now retiring with no family successor, the same story selling Hollowbrook. For a buyer with a platform, each is a bolt-on. For a first owner, it is a proven site bought below build cost.

Financial highlights

Steady revenue, a margin that holds through the seasons

Revenue & adj. EBITDA

£ thousands · FY23 to Year 5 (Year 1+ is the plan)

Adj. EBITDA margin

Percent of revenue

The opportunity

What is being sold

A going concern, cash-free / debt-free, at £2.0M for the operating business (~3.7× adjusted EBITDA), with the freehold sold separately at £1.9M or leased at £150K/yr. The founder is retiring and offers a full spring-season handover.

  • The trading business and its goodwillbrand, name, 30-year reputation, ~180k annual visitors
  • 140 active trade accountslandscapers and gardeners, >85% annual retention
  • Stock, fixtures, café fit-out, plant & the teamthe retail manager and head grower stay through the handover
Seller alignment

Spring handover + vendor note

Margaret stays through a full spring season, the busiest and hardest quarter to run, and carries a £150K seller note, so she is aligned through the handover of trade relationships and grower supply.

3 mo
Spring handover
£150K
Vendor note
Business vs freehold

Sources & uses — the bundled acquisition

Sources

Freehold mortgage (60% LTV)£1,140K27%
Acquisition term loan£550K13%
Vendor note£150K4%
Buyer equity£2,360K56%
Total£4,200K100%

Uses

Operating business (3.7×)£2,000K48%
Freehold real estate£1,900K45%
Acquisition costs (SDLT, legal)£160K4%
Opening stock peg & min cash£140K3%
Total£4,200K100%
£3.9M
Bundled enterprise
1.3×
Cash-flow debt / EBITDA
56%
Equity contribution

Lease alternative: take the operating business at £2.0M and lease the site at £150K/yr instead of buying the freehold — releasing £1.9M of capital and the mortgage. The £150K rent is roughly the 7.9% yield on the freehold, so buy-versus-lease is a financing choice, not a difference in business value.

Value creation

Where the next owner's upside comes from

Adj. EBITDA bridge — today to Year 5

£ thousands · five operating levers

£545K
Adj. EBITDA today
£780K
Year 5 target
+£60K
Café & events
+£95K
E-commerce + trade desk
+£40K
Christmas / winter
+£40K
Reprice legacy trade

A +43% lift over five years, none of it requiring the freehold to be redeveloped. The café is the highest-margin line (65% GM) and sits idle midweek.

Investment memorandum · 03

Hollowbrook Garden Centre

A written walk through the investment case, one page for each part of the deck. The schedules and workings behind each page sit in the supporting documents and data room that follow.

£2.0M
Business · ~3.7× adj. EBITDA
£545K
Adjusted EBITDA
£1.9M
Freehold, sold separately
The café & homeware barn
Deck · Slide 1
01
Buy a 30-year destination, separate the bricks from the goodwill
The one-line thesis behind the deal.
Investment thesis

The deal in one paragraph

Buy a proven, freehold destination garden centre from a retiring founder, price the operating business apart from the property, and grow the earnings with a short list of ordinary improvements.

Hollowbrook has traded for thirty years on a 7-acre freehold Cotswolds site. It earns £615K of owner earnings, or £545K once a market-rate manager is paid. The operating business is offered at £2.0M, roughly 3.7 times adjusted earnings; the freehold is a separate £1.9M asset the buyer can own or lease.

The upside is not heroic. Extending the café, adding click-and-collect, growing the trade desk, building the Christmas season and repricing legacy trade rates lift adjusted EBITDA from £545K toward £780K over five years. A first owner buys a proven site below build cost; a platform buyer adds a bolt-on with a freehold underneath it.

Deck · Slide 2
02
A destination people drive to, not a shed run
What the business actually is.
The business

A destination people drive to

Hollowbrook is a 7-acre garden centre on a freehold Cotswolds site, with plants, hard landscaping, a gift barn and a café.

Roughly 180,000 people visit a year. Seven in ten pounds come from retail walk-in, a further fifth from trade accounts held by local landscapers and gardeners, and the rest from the café and events. The blended gross margin is 48%.

The site is the moat: a settled catchment, a car park, a café that earns a day out rather than a quick transaction. Delivery runs through a retail manager and a head grower, both of whom intend to stay, so the business is not dependent on the retiring owner for day-to-day trading.

Deck · Slide 3
03
A steady catchment, a re-rating category, a fragmented tail
Why the market works in the buyer's favour.
Market & tailwinds

Steady by nature, and consolidating

Gardening spend is a habit that holds through the cycle, and the independent end of the market is quietly consolidating.

Supermarkets and DIY sheds took the commodity basics years ago, which pushed the surviving independents toward range, advice and a café — the parts that carry margin and bring people back. A 7-acre freehold site can offer that day out; a car park cannot.

At the same time a founder generation of owner-operators is retiring, the same story that puts Hollowbrook on the market, so proven sites are changing hands. For a platform buyer each is a bolt-on; for a first owner it is a going concern bought below the cost of building one.

Deck · Slide 4
04
Steady revenue, a margin that holds through the seasons
The numbers, briefly.
Financial highlights

Growing, and the margin holds

Revenue has grown steadily to £3.40M, and the gross margin has held at 48% while it did.

Revenue moved from £2.98M three years ago to £3.40M today, a 6.8% annual rate over two years, and the operating plan carries it to £4.6M by year five. Adjusted EBITDA is £545K today; owner earnings before a manager are £615K.

The margin holds because the mix works: retail and hard goods at mid-forties gross margin, the café well above 60%, and a trade base that pays list-adjacent rates. The value-creation plan tilts the mix further toward the café and repriced trade, which is why EBITDA grows faster than revenue.

Deck · Slide 5
05
What is being sold
Exactly what the buyer gets.
The opportunity

What the buyer is actually getting

A complete, running business, cash-free and debt-free, for £2.0M, with the freehold available to buy or lease.

The sale includes the goodwill and 30-year brand, the 140 trade accounts, the stock, fixtures, café fit-out, plant and website, and the team. The retail manager and head grower stay on. The name is retained, which is one of Margaret's conditions.

The freehold is handled separately: buy the 7-acre site for £1.9M, or take a 15-year lease at £150K/yr. Margaret stays through a full spring season and carries a £150K vendor note, so her money is at risk while the grower supply and trade relationships pass across.

Deck · Slide 6
06
Sources & uses — the bundled acquisition
How the purchase is paid for.
Business vs freehold

How the purchase is funded

Buying the business and the freehold together costs about £4.2M, funded mostly with a property-secured mortgage and buyer equity.

A £1.14M commercial mortgage at 60% of the freehold value, a £0.55M acquisition term loan and a £0.15M vendor note cover the debt; the buyer puts in £2.36M, about 56%. The money pays £2.0M for the business, £1.9M for the freehold, and the balance for costs and opening stock.

The cash-flow leverage is light: only the term loan and vendor note, at 1.3 times earnings, are serviced from trading. The mortgage is asset-backed and long-dated. A buyer who leases instead pays no mortgage but pays £150K rent, which is roughly the yield on the property they chose not to buy.

Deck · Slide 7
07
Where the next owner's upside comes from
Where the value is made.
Value creation

Where the upside comes from

Five ordinary improvements lift adjusted EBITDA from £545K toward £780K over five years, a 43% gain.

The café and events desk are the highest-margin line and sit idle midweek; filling them adds about £60K. Click-and-collect and e-commerce for hard goods, plus a properly run trade desk, add about £95K between them. Building the Christmas and winter season adds £40K, and repricing legacy trade rates to market another £40K of pure margin.

None of it depends on redeveloping the freehold or on a strong market. It is the ordinary work a professional owner does that a retiring founder, understandably, has not pushed on in the last few years.

04

Supporting documents & data room

The detail behind the memo: the company and its history, the people, how revenue is earned, the seasonality, the trade base, operations, the value-creation plan and the risks, plus the staged data room that holds every supporting file.

Section 4 of 8
Company & history

Thirty years of building a destination

Margaret Ellison opened Hollowbrook in 1994 on a 7-acre roadside plot, propagating her own nursery stock and selling to weekend gardeners. The café came in 2004 and turned a shopping trip into a day out; the trade desk followed as local landscapers began buying on account. The freehold was bought outright in 2009. Margaret, now 63, is retiring with no family successor and wants a clean handover to an owner who keeps the name and the team.

1994
Founded, roadside nursery, own-grown stock
2004
Café & homeware barn open
2009
Freehold site bought outright
2016
Trade desk & loyalty scheme formalised
2026
180k visitors, founder retires, sale
Business model

How revenue is earned

Revenue by channel

Share of TTM revenue · £3.40M

Retail walk-in · 70%

Plants, hard goods & gifts

£2.38M at ~47% gross margin. Seasonal footfall, a loyalty scheme capturing ~40% of retail spend, and basket lifted by the café and range.

Trade accounts · 22%

Landscapers & gardeners

£0.75M at ~45% gross margin. 140 accounts on 30-day terms, >85% annual retention. Year-round revenue under the seasonal retail.

Café & events · 8%

The highest-margin line

£0.27M at ~65% gross margin. 40 covers, underused midweek. The clearest near-term margin lever.

Revenue & margins

Where the 48% blended gross margin comes from

Channel% of revenueGross marginCharacter
Retail walk-in70%47%Seasonal footfall, loyalty-led
Trade accounts22%45%Recurring, on account
Café & events8%65%High-margin, underused midweek
Blended100%48%Weighted average of the three
The channels weight to 48%. 0.70 × 47% + 0.22 × 45% + 0.08 × 65% = 48.0%. Retail carries the volume, the café carries the margin, and the trade base carries the year-round floor. The value-creation plan tilts mix toward the café and repriced trade, which is why planned EBITDA grows faster than revenue.
Seasonality

The honest shape of the year

Revenue by month

Share of annual revenue · the deal is valued on the full year, not the spring peak

54%
Spring (Mar–Jun)
22%
Summer (Jul–Aug)
15%
Autumn (Sep–Nov)
9%
Winter (Dec–Feb)
Seasonality is the point, not a problem. Over half the year's revenue lands March to June. Every figure in this book — earnings, the peg, the valuation — is struck on the full twelve months, not annualised off a spring peak. The trade base and café soften the trough, and the winter season is one of the value-creation levers precisely because it is under-traded today.
Trade base · tenure & renewal

A sticky trade book sitting under the footfall

Account tenureAccounts% of trade revRetention
0–2 years3416%78%
3–5 years4126%85%
6–10 years3831%89%
10+ years2727%92%
Total trade book140100%>85%

Trade accounts only (22% of total revenue). Retention rises with tenure; the longest-standing quarter of accounts drives 27% of trade revenue.

6.5 yr
Wtd. avg tenure
>85%
Annual retention
31%
Top-10 of trade rev
6%
Largest account (of trade)
Low concentration, high stickiness. The largest trade account is 6% of trade revenue, which is only ~1.3% of company revenue. No account can walk and dent the business, yet the base as a whole renews above 85% a year and has done for three years. It is the year-round floor beneath the seasonal retail.
Team & organization

Not owner-dependent for trading

Retail managerRuns the floor & café (stays)
Head growerNursery & stock (stays)
Trade desk ×2Accounts & deliveries
Café team ×440 covers
Retail & seasonal ×17Tills, plants, yard, gifts

Eleven full-time staff and up to fifteen seasonal hands across the spring peak, twenty-six in season. The retail manager and head grower run trading day to day; the founder's role is supplier relationships, buying and oversight.

Founder (Margaret Ellison) is retiring. The floor and the nursery already run without her. The spring handover and vendor note transfer the grower supply and the trade relationships she personally holds, name and team retained as a condition of sale.
Operations & site

A well-run 7-acre freehold

  • 7-acre freehold on a main roadglasshouses, poly-tunnels, nursery beds, hard-landscaping yard, gift barn, café, parking
  • EPOS + loyalty schemecaptures ~40% of retail spend, the spine of the customer data a buyer inherits
  • Own-grown nursery stockmargin advantage over bought-in plants, plus a supplier network for the rest
  • Glasshouse renewal budgeted~£95K/yr maintenance capex on glass, machinery and site is in the plan
Hard-landscaping yard
Value-creation plan

Five levers, none of them heroic

  1. Extend the café and events.Highest-margin line at 65% GM, idle midweek. Longer hours, a bookings desk and seasonal events. +£60K EBITDA.
  2. Click-and-collect and e-commerce for hard goods.Compost, pots, tools and gifts sold online for collection or local delivery, using the site as the warehouse. +£45K.
  3. Grow the trade desk.A dedicated account manager, credit discipline and delivery slots to win landscaper share year-round. +£50K.
  4. Build the Christmas and winter season.The under-traded quarter: Christmas retail, wreaths, lights and a festive café. +£40K.
  5. Reprice legacy trade rates to market.A share of long-standing accounts sit below current list. Pure margin, no new customers. +£40K.
Risks & mitigants

What could go wrong, and the answer

Seasonality / a washed-out spring

Over half the year lands Mar–Jun. Mitigants: trade and café floor, the winter lever, and a normalized peg so a soft spring does not distort the price.

Founder relationships transfer poorly

Full spring-season handover, a vendor note keeps Margaret aligned, and the manager and grower already hold the day-to-day.

Weather & climate variability

Own-grown stock, covered glasshouse space and a diversified range spread weather risk; the café and gifts are weather-neutral.

Competition from chains & online

Destination experience, café, advice and a freehold catchment that sheds and websites cannot replicate.

Freehold funding

Buyer can lease at £150K/yr instead of buying, releasing £1.9M of capital. The property is not a barrier to the deal.

Key-person (grower / manager)

Retention terms for both in the first-100-days plan; own-grown recipes and supplier lists documented in the data room.

Data room · staged access

The evidence room, released by trust stage

The teaser is open to anyone. Financials, the trade book and the loyalty data unlock the moment a mutual NDA is signed. Confirmatory items — the RICS valuation, bank statements and unredacted trade contracts — open in the final room once a buyer is exclusive. The named employee roster stays behind the NDA throughout; only an anonymized org structure is open pre-NDA, so staff cannot be identified or approached. That staging is the point: the seller controls disclosure, the buyer always sees what is available and what comes next.

Mutual NDA

Two pages, standard mutual terms. Signing unlocks the financial statements, the trade-account register and the loyalty/EPOS data in the index below.

🔒 Financials, trade book & roster locked
Access granted — gated documents unlocked below
Illustrative sample. In a live engagement this records the counterparty and gates the files. Here it simply reveals the gated rows.
Corporate & legal
5 · mixed
Financial
6 · NDA
Revenue & commercial
5 · NDA
Property & freehold
5 · mixed
Operations & stock
4 · mixed
People & HR
5 · mixed
Legal & compliance
4 · mixed
Transaction
5 · mixed
Available open now 🔒NDAAvailable unlocks on NDA On request final room
Data room · document index

Every document, and where it sits

DocumentFmtAccess
Corporate & legal
Certificate of incorporation & articlesPDFAvailable
Business & trading licences (café, alcohol)PDFAvailable
Insurance summary (cover schedule)PDFAvailable
Minute book & directors' resolutionsPDF🔒NDAAvailable
Share register / cap tablePDF🔒NDAAvailable
Financial
Financial statements FY23–TTMPDF🔒NDAAvailable
Management accounts + TTMXLSX🔒NDAAvailable
Adj. EBITDA / SDE bridge + add-backsXLSX🔒NDAAvailable
VAT returns & tax computations (2 yrs)PDF🔒NDAAvailable
Aged trade debtors + supplier termsXLSX🔒NDAAvailable
Sell-side financial databook (vendor Q of E)PDF🔒NDAAvailable
Revenue & commercial
Trade-account register (terms, tenure)XLSX🔒NDAAvailable
Sample trade agreements (redacted)PDF🔒NDAAvailable
Loyalty-scheme & retail basket analysisXLSX🔒NDAAvailable
Top-account concentration (coded)XLSX🔒NDAAvailable
EPOS sales export by category / seasonCSV🔒NDAAvailable
Operations & stock
Stock policy & seasonal buying calendarPDFAvailable
Plant-health & biosecurity compliancePDFAvailable
Inventory valuation / stock-take methodXLSX🔒NDAAvailable
Supplier & grower list + key termsPDF🔒NDAAvailable
DocumentFmtAccess
Property & freehold
Freehold title & site plan (Land Registry)PDFAvailable
EPC & site condition surveysPDFAvailable
Planning consents & permitted usePDFAvailable
RICS red-book valuationPDF🔒NDAAvailable
Draft 15-yr FRI lease (buy-or-lease option)PDF🔒NDAAvailable
People & HR
Anonymized org structure (headcount by role)PDFAvailable
Employee roster (named) & contractsPDF🔒NDAAvailable
Payroll & benefits scheduleXLSX🔒NDAAvailable
Seasonal staffing plan & rotasXLSX🔒NDAAvailable
Key-person retention terms (grower, manager)PDF🔒NDAAvailable
Legal & compliance
Litigation / disputes (nil report)PDFAvailable
Licences: alcohol, plant passport, wastePDFAvailable
Insurance policies & claims historyPDF🔒NDAAvailable
H&S records & risk assessmentsPDF🔒NDAAvailable
Transaction
Confidential information memorandumPDFAvailable
Draft asset purchase agreementPDF🔒NDAAvailable
Working-capital / stock-peg methodXLSX🔒NDAAvailable
Vendor note & handover termsPDF🔒NDAAvailable
Bank statements, 12 monthsPDFOn request
Representative index for an illustrative sample. The access states demonstrate the staged-disclosure workflow: teaser open, financials and trade behind the NDA, confirmatory items (RICS valuation, bank statements) released in the exclusive room. The named employee roster stays behind the NDA to prevent staff identification and poaching; only the anonymized structure is open pre-NDA. The financial databook is seller-prepared; a buyer runs its own quality-of-earnings in confirmatory diligence.
05

Valuation

A cash-flow valuation of the operating business, built up from normalized adjusted EBITDA, with the freehold valued separately and a transaction-multiple cross-check.

Section 5 of 8
Approach & conclusion

Business valued on cash flow, freehold valued as an asset

We separate the two. The operating business is valued on the cash it produces: reported profit is normalized to adjusted EBITDA, then a discounted-cash-flow model on a conservative base case sets intrinsic enterprise value, cross-checked against transaction multiples. The freehold is valued independently as a 7-acre asset. One earnings basis — adjusted EBITDA — carries the headline multiple throughout.

Conclusion. The DCF values the operating business at roughly £2.0–2.2M (central £2.09M), so the £2.0M asking sits just below intrinsic value — an implied 3.7× adjusted EBITDA, fractionally under the 3.75× comparable median. The freehold is a separate £1.9M asset; the bundle is £3.9M.
£2.09M
DCF value · operating business
£2.0M
Asking · business
3.84×
DCF implied EV/EBITDA
17%
Discount rate
2.0%
Terminal growth

Owner-operator lens: at £615K SDE the £2.0M ask is 3.25× SDE. The headline multiple in this book is stated on adjusted EBITDA (£545K) to match the comps.

Earnings normalization

From reported profit to adjusted EBITDA

Normalization bridge

£ thousands · TTM

Reported pre-tax profit300
+ Interest40
+ Depreciation & amortization90
= Reported EBITDA430
+ Owner salary & benefits130
+ Owner discretionary (vehicle, travel, insurance)40
+ One-time / non-recurring15
= SDE (owner-operator basis)615
− Market-rate replacement manager(70)
= Institutional adjusted EBITDA545

SDE frames the owner-operator lens (£615K, 3.25× at the £2.0M ask). Institutional adjusted EBITDA deducts a fully-loaded £70K manager, because a buyer who does not work the floor must pay for one. The headline multiple and the comps below both use the £545K adjusted-EBITDA basis, struck on a full-year (not spring-peak) figure.

DCF · assumptions & free cash flow

Conservative fair-value base case

£ 000sYr1Yr2Yr3Yr4Yr5
Adj. EBITDA (3% organic)561578595613632
− D&A(55)(55)(55)(55)(55)
− Cash tax @25%(127)(131)(135)(140)(144)
+ D&A back5555555555
− Capex (glass, machinery, EPOS)(110)(113)(116)(120)(123)
− ΔNWC (seasonal stock)(19)(20)(20)(20)(22)
Unlevered FCF305314324333343

Fair-value case grows the £545K institutional adjusted EBITDA at 3%/yr — distinct from the value-creation plan (£545K→£780K) used in the dashboards. Capex covers glasshouse renewal and machinery; ΔNWC reflects seasonal stock growth (~6% of revenue).

Discount rate build-up

Established freehold retailer · 17%

Lower than a services roll-up: 30-year trading history, freehold backing and a low-concentration base cut company-specific risk. Seasonality is the main add-on.

DCF · output & sensitivity · interactive

Operating business value ≈ £2.09M

14%20%
1.0%3.0%
Move the sliders. The PV build, the enterprise value and the sensitivity grid recompute live. This is the only slide the sliders drive.
£ 000sFCF×PV
Year 13050.855261
Year 23140.731229
Year 33240.624202
Year 43330.534178
Year 53430.456156
PV of explicit FCF1,027
Terminal value (g=2.0%)2,3320.4561,064
Enterprise value (business)2,090

Operating business only. The freehold (£1.9M) is valued separately and is not in this figure.

Sensitivity — business EV (£000s)

Discount rate × terminal growth · active cell highlighted

r ↓ / g →1.0%1.5%2.0%2.5%3.0%
14%2,4872,5502,6172,6912,771
15%2,3072,3592,4152,4752,541
16%2,1512,1942,2412,2912,345
17%2,0142,0512,0902,1322,178
18%1,8941,9251,9591,9942,032
19%1,7871,8141,8431,8731,905
20%1,6911,7141,7391,7661,793
Comparable transactions

What garden-centre businesses trade for

Target (type)YrRegionRevenueEV/EBITDA
Garden-centre group (3 sites)2023Midlands£11.5M4.6×
Freehold destination centre2024South West£6.2M4.4×
Rural garden & homeware2022Wales£3.5M3.8×
Independent nursery + café2024South East£2.8M3.7×
Garden centre (leasehold)2023North£4.1M3.2×
Small independent nursery2024South West£1.9M3.0×
Median3.75×

Illustrative UK SME garden-centre / specialty-retail transactions, shown property-neutral (a market rent charged) so the multiple reflects the operating business. Freehold destination sites sit at the top of the range on security of tenure; Hollowbrook's freehold is monetised separately, not inside the multiple.

3.75×
Median EV/EBITDA
3.0–4.6×
Observed range
3.7×
Hollowbrook asking (adj. EBITDA)
Priced fractionally below the median, like-for-like. At £2.0M on £545K adjusted EBITDA the business is offered at 3.7×, just under the 3.75× comparable median on the same earnings basis. That is fair-to-slightly-cheap for a 30-year freehold destination with a café and an 85%-retained trade base — the very traits that pull the freehold comps to 4.4–4.6×. No SDE-to-EBITDA sleight of hand: 3.7× against 3.75×.
Valuation cross-check

The asking price against every lens

DCF (fair-value core)
£1.93M – £2.29M
Comparable transactions
3.0× – 4.5× EBITDA
Asking (business)
£1.5M£2.0M£2.5M£3.0M
The asking price is defensible at the low end of intrinsic value. DCF central value ~£2.09M and comparable transactions at 3.0–4.5× adjusted EBITDA (median 3.75× = ~£2.04M) both sit at or above the £2.0M / 3.7× asking, giving a buyer a modest margin of safety on the operating business — before the £1.9M freehold, which is priced independently at a 7.9% yield.
06

Dashboards & forecasts

The financial picture today — including the honest seasonal curve — and the five-year operating plan behind the value-creation case.

Section 6 of 8
KPI dashboard

The business on one screen

£3.40M
Revenue (TTM)
6.8%
2-yr revenue CAGR
£615K
SDE (owner earnings)
£545K
Adj. EBITDA
48%
Gross margin
16.0%
Adj. EBITDA margin
180k
Annual visitors
140
Trade accounts
>85%
Trade retention
40%
Retail spend on loyalty
26
Staff (11 FT + 15 seas.)
7 acre
Freehold site
Historical performance

Three years of financial history

£ thousandsFY23FY24TTM
Revenue2,9803,1803,400
Cost of goods sold1,5501,6541,768
Gross profit1,4301,5261,632
Gross margin48.0%48.0%48.0%
Operating expenses1,0501,1101,185
Owner adjustments (add-backs)140149168
Adjusted EBITDA / SDE520565615
SDE margin17.4%17.8%18.1%

SDE (owner-operator basis) shown; deduct a £70K market-rate manager for the £545K institutional adjusted EBITDA. Revenue CAGR FY23→TTM is 6.8% over two periods.

Seasonality

The monthly curve, in full

Revenue by month

Share of annual revenue · spring Mar–Jun carries 54%

SeasonMonths% of yearCharacter
SpringMar–Jun54%Peak
SummerJul–Aug22%Strong
AutumnSep–Nov15%Steady
WinterDec–Feb9%Trough / lever
Full year12100%Valuation basis
Every number is a full-year number. The trade base and café hold the summer and autumn; the winter trough is deliberately under-traded and is one of the five value-creation levers. The working-capital peg is struck on a normalized basis so the peg date, not a spring peak, sets the price.
Five-year forecast

Revenue and EBITDA plan

Revenue & adj. EBITDA

£ thousands · value-creation plan

£ 000sY1Y2Y3Y4Y5
Revenue3,6003,8304,0804,3404,600
Adj. EBITDA585630680730780
Margin16.3%16.4%16.7%16.8%17.0%
Free cash flow323353388416449

Revenue ~6.2% CAGR; adjusted EBITDA grows faster as the café, trade desk and repricing lift the mix. FCF is after tax, capex and seasonal stock, before financing.

Cash generation

The plan is cash-generative through the seasons

Free cash flow

£ thousands · after tax, capex & seasonal stock

Gross profit by channel

£ thousands · TTM · where the margin sits

7.1

Competitors

A market where destination experience, a freehold catchment and a café are the moat against chains, sheds and online.

Diligence · Section 7 of 8
The competitive set

Who Hollowbrook competes with

Competitor archetypeScaleFocusNote
National garden-centre chainLarge / multi-siteDestination retail + restaurantsBrand and buying scale; less local depth, no trade relationship, corporate feel
Regional independent garden centreMidDestination retailClosest direct competitor — competes on range, café and day-out appeal
Builders' & landscape merchantsMidHard landscaping + tradeCompete for the trade account; no retail experience, plants or café
Supermarkets & DIY shedsLargeCommodity plants & seasonalPrice on basics; no advice, range, nursery stock or destination pull
Online plant & garden retailersNationalE-commerceConvenience on known items; no café, advice, instant collection or day out
Local independent nurseriesSmallPlants onlyNarrow range, no café or hard goods, succession-fragile
Positioning

Destination-led and high-touch

Commodity / transactionalDestination experience Premium / advice-ledPrice-led National chain Regional independent Landscape merchants Supermarkets / sheds Online retailers Local nurseries Hollowbrook

Hollowbrook sits upper-right: a destination-experience business, premium and advice-led, more of a day out than the sheds and more rooted and personal than the chains. The freehold catchment and the café are what put it there.

The niche. A 7-acre freehold destination with plants, hard goods, gifts and a café, an 85%-retained trade base underneath, and a 30-year name in a settled Cotswolds catchment. That combination is slow and expensive to replicate, which is the barrier to entry.
Competitive moat

Why a new entrant cannot easily win the catchment

Site & catchment

A 7-acre freehold destination

A main-road site with parking, glasshouses and a café, bought below the cost of building one. A shed or a website cannot offer the day out, and the freehold is not being made any more.

Dwell & basket

Café + range + advice

The café earns a visit rather than an errand, which lifts dwell time and basket. Advice and own-grown range keep the margin the sheds compete away on commodity lines.

Two demand engines

Trade under the footfall

An 85%-retained trade base gives a year-round floor beneath the seasonal retail, and 30 years of local loyalty and a scheme covering 40% of retail spend keep people coming back.

7.2

Working capital

The seasonal-inventory story: how stock swings through the year, the trade debtors underneath it, and the normalized peg that sets the price.

Diligence · Section 7 of 8
Seasonal inventory

Stock swings with the season — the peg date matters

Inventory by month

£ thousands · builds before spring, drawn down through the peak

£620K
Peak stock (Mar, pre-spring)
£340K
Trough stock (Nov)
£450K
Normalized (peg)
~6%
NWC / revenue
Stock is bought ahead of the spring and sold through it. Inventory peaks in February–March as the nursery and buyers load for the season, then draws down to a November trough. The deal is struck on a normalized stock peg, not a peak or trough, and trued up at completion — so neither side wins or loses on the timing of the calendar.
Net working capital

The peg, and how it reconciles

£ 000s (normalized)AmountNote
+ Inventory (normalized)450Seasonal stock
+ Trade debtors70Trade accts, 30-day
− Trade creditors(280)Supplier terms
− Other (accruals, deferred)(30)Loyalty, deposits
= Net working capital (peg)210~6.2% of rev

Inventory 450 + debtors 70 − creditors 280 − other 30 = 210. Retail and café are cash/card, so debtors are trade-only. Supplier terms fund a large share of the seasonal stock build.

NWC composition

£ thousands · what the peg is made of

Why it matters. Garden centres carry real seasonal stock, so the peg and the true-up are where a careless deal leaks value. A normalized ~£210K peg (6.2% of revenue), agreed with a defined reference method, protects both sides against the seasonal swing.
Concentration & receivables

Atomised retail, a diversified trade book, clean debtors

Top trade accountsType% of trade rev
Cotswold Landscapes LtdLandscaper6.0%
Blenheim Estate GardensEstate4.4%
Riverside Garden DesignDesigner3.6%
Two Valleys GroundcareGrounds3.0%
Ashcombe Property Maint.FM2.6%
Next 5 accounts11.4%
Top 10 (of trade)31.0%
Other 130 accounts69.0%

Trade is 22% of total revenue, so the largest trade account is ~1.3% of company revenue. Retail (70%) is fully atomised across ~180k visitors.

AR aging (trade debtors)

DSO ~34 days · trade AR ≈ £70K

Suppliers

No supplier over 20%

Own-grown nursery stock plus a diversified base of growers and distributors on 30–45 day terms. Substitutable; no exclusive dependencies.

7.3

Financing

How a buyer funds the acquisition: the freehold-secured mortgage, the cash-flow debt, coverage, and the buy-versus-lease choice on the property.

Diligence · Section 7 of 8
Capital structure

Mostly equity and property-secured debt

Funding mix

Sources of the £4.2M bundled purchase

InstrumentAmountRateSecured on
Freehold mortgage (60% LTV)£1,140K7.0%Freehold
Acquisition term loan£550K8.5%Business
Vendor note (subordinated)£150K5.0%
Total debt£1,840K3.4× EBITDA
Buyer equity£2,360K56%
Total capital£4,200K

Cash-flow leverage — the term loan and vendor note serviced from trading — is only £700K, 1.3× adjusted EBITDA. The £1.14M mortgage is asset-backed and long-dated; a buyer who leases carries no mortgage at all.

Debt terms & amortization

The cash-flow debt clears; the mortgage is long-dated

Acquisition term loan balance

£ thousands · 7-year amortization

Term loan · £000sBeginIntPrinEnd
Year 15504761489
Year 24894266423
Year 34233672351
Year 43513078273
Year 52732385188

Term loan fully amortizes by year seven. Vendor note: interest-only years 1–2, then amortized years 3–5. The freehold mortgage is a separate 20-year facility secured on the property, not on trading cash flow.

Debt-service coverage

DSCR comfortably above covenant throughout

Cash flow vs debt service

£ 000s bars · DSCR ratio labelled

£ 000sY1Y2Y3Y4Y5
CFADS323353388416449
Debt service223235265265265
DSCR1.45×1.50×1.46×1.57×1.69×
Cash-flow debt/EBITDA1.2×1.0×0.8×0.6×0.3×

Debt service on the term loan, vendor note and mortgage combined. Covenant (typical): min DSCR 1.25×. Lowest DSCR is 1.45× (Yr1) — ~16% cushion above the floor. CFADS on the operating plan; a −10% revenue shock still clears 1.25×.

Buy vs lease · financing summary

Conservative debt, and a real choice on the freehold

Buy the freehold

£4.2M all-in, no rent

Own an appreciating £1.9M asset, keep all £545K of EBITDA, fund with a 60% LTV mortgage. Higher equity, but property upside and no landlord.

Lease the site

£2.0M + £150K/yr rent

Release £1.9M of capital and the mortgage. The £150K rent is ~7.9% of the freehold value, so the trade-off is a financing choice, not a change in what the business is worth.

Coverage & downside

DSCR 1.45–1.69×

Comfortable headroom above a 1.25× covenant across the plan. Cash-flow leverage is only 1.3×; the seasonal, freehold-backed profile holds a −10% revenue shock.

Deal structure & terms

How the transaction is put together

TermPosition
StructureAsset sale of the operating business; freehold by separate SPA or 15-yr FRI lease
Headline price£2.0M business (~3.7× adj. EBITDA) + £1.9M freehold, or lease at £150K/yr
BasisCash-free, debt-free
Working capitalNormalized stock peg (~£210K NWC), seasonal true-up at completion
IncludedGoodwill, brand & name (retained), trade book, stock at valuation, fixtures, café fit-out, plant, website, IP
ExcludedSurplus cash, owner's personal assets; freehold handled separately
Vendor take-back£150K seller note, 3-yr, subordinated
Escrow / retention10% for 12 months against reps & warranties
Transition3-month handover through the spring season + non-compete
Seller conditionsName retained; team offered continuity
Why an asset structure

Clean liabilities, stock at valuation

An asset sale leaves historic liabilities behind and takes stock at an agreed valuation. A share sale stays open if tax and continuity of trade licences favour it.

The freehold, separately

Buy or lease, buyer's choice

Buy the 7-acre site for £1.9M or take a 15-year FRI lease at £150K/yr (~7.9% yield). Pricing the business independently keeps goodwill and bricks cleanly apart.

Seasonal peg

No stock surprises at close

A normalized ~£210K NWC peg with a defined reference method, trued up dollar-for-dollar, so the calendar of the spring stock build does not distort the price.

Process & next steps

How the process runs from here

  • NDA & data-room accessfull document access; questions to Top Tier Advisory
  • Management meeting & site visitwith Margaret and the retail manager, ahead of an indicative offer
  • Indicative offer (IOI)business, plus freehold buy-or-lease, for discussion
  • Confirmatory diligencestock take, trade-book review, RICS survey, under continued confidentiality
  • SPA & completionwith the spring handover and vendor note
Advisor

Top Tier Advisory

Represented by Top Tier Advisory. Illustrative sell-side sample.

This deal book is confidential and provided under NDA to the named recipient only. All figures are illustrative, fabricated and owner-adjusted; the buyer must conduct independent due diligence. Demonstration document — no real company.