Start with who actually runs the company
Describe the decisions your managers make without your approval. A buyer will ask what changes when you are no longer present each day. Write down gaps in estimating, purchasing, customer care, and financial oversight.
Put business property on a separate track
If you own the premises, decide whether you would sell, retain, or lease the property. Use a realistic rent assumption in the operating earnings even if the company currently pays you very little.
Prepare a sale that protects the operating team
Decide when a qualified buyer can meet key people and how that meeting will be presented. Broad announcements before a deal is ready can distract staff and unsettle customers.
Know what happens after an introduction
A valuation partner can review the profile and discuss documents, engagement terms, and buyer fit. You decide whether to proceed. Completing this form does not appoint a broker or require you to list.
Continue your sale preparation
Request a business sale introduction when you are ready to discuss your company.