Business Sale Preparation Checklist
Complete this comprehensive checklist to prepare your business for sale. Having these documents ready will streamline the process and maximize your business value.
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Preparation Checklist
Check off items as you gather the required documents and information
Preparation Tips
Expert advice to help you prepare your business for sale
Start Early
Begin gathering documents 6-12 months before you plan to sell. This gives you time to organize everything and address any gaps.
Keep Records Current
Maintain up-to-date financial records and ensure all contracts are current and properly executed.
Involve Key Staff
Work with your accountant, attorney, and key employees to ensure all necessary documents are collected and organized.
Maintain Confidentiality
Keep your sale plans confidential until you're ready to go to market. This protects your business and employee relationships.
Need Help Preparing Your Business?
Our experienced team can help you organize your documents and prepare your business for a successful sale.