Business Sale Checklist

Everything you need to prepare and sell your business — step by step. A free, comprehensive checklist used by founders selling $2M–$50M businesses.

Why You Need This Checklist

Stay Organized — Track every step from initial valuation to final transition
Avoid Costly Mistakes — Don't miss critical legal, financial, or operational requirements that can kill deals
Maximize Your Sale Price — Proper preparation consistently leads to better valuations and more competitive offers
Close Deals Faster — Organized sellers complete transactions up to 40% faster than unprepared ones

Financial Preparation — 3 years of clean financials, SDE/EBITDA calculation, tax returns, QuickBooks clean-up
Legal & Compliance — Entity docs, contracts, IP ownership, employment agreements, pending litigation review
Operations Documentation — SOPs, org chart, key person risk mitigation, vendor/supplier contracts
Sales & Customer Data — Customer concentration analysis, recurring revenue documentation, pipeline reports
Technology & Systems — Software subscriptions, data security, tech stack documentation
Marketing Materials — CIM preparation, business narrative, photos and media assets
Deal Process — LOI review, due diligence data room, buyer Q&A, closing documents

Download the free checklist and schedule a consultation with our M&A team to prioritize your next steps.