01
Financial readiness
Prepare recent accounts, management information, tax records, forecasts and explanations for unusual items.
- Historic accounts
- Current management figures
- Cash-flow information
- Credible forecasts
Practical resource
Business Selling Checklist
A clear preparation checklist for owners considering a sale.
Use this educational checklist to identify areas to discuss with your professional advisers and to organise before buyer conversations.
02
Commercial readiness
Review important customer and supplier relationships, contracts, intellectual property and current market positioning.
03
Operational readiness
Document core processes, team responsibilities, systems, assets and areas where the business depends heavily on you.