For SellersPDF Format
Seller Preparation Checklist
Everything a business owner needs to prepare before going to market. Covers financials, operations, legal, and presentation. Start 6-12 months before you want to sell for best results.
What's Included
- Financial cleanup (clean books, add-backs documented)
- Operations documentation (SOPs, org chart)
- Legal preparation (contracts reviewed, IP secured)
- Customer/vendor relationships formalized
- Owner transition planning
- Timeline with 6-12 month runway
When to Use This
Start working through this checklist 6-12 months before you want to sell. The more items you complete, the higher your valuation and the smoother your transaction.
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