The Sale-Ready System

$197

A broker will tell you what your business is worth. An attorney will tell you what you're signing. Nobody tells you what to do in the eighteen months before any of that — which is exactly when the money is made or lost.

I was the controller on a sell-side deal. I watched a buyer's diligence team reprice a transaction line by line, and I learned which questions get asked, in what order, and what it costs when the answer is "let me get back to you."

The Complete Guide (113 pages, 11 chapters) runs from three years out to life after the sale: how buyers actually value what you've built, why your books are the first thing they see, making yourself replaceable, your customer concentration problem, brokers versus going direct, the LOI, asset sale versus stock sale, diligence without surprises, and from LOI to close.

The Sale-Ready Templates Pack (9 tabs) is the work itself — a QoE workbook, a 69-item diligence tracker, a 13-month working capital peg calculator, the add-back schedule, customer concentration analysis, an owner-replaceability scorecard, a 36-month trial balance review, and weighted scorecards for interviewing brokers, transaction CPAs, M&A attorneys, and bookkeepers.

The Email Scripts (7) are what you actually send: interviewing brokers, answering an unsolicited buyer, engaging advisors, finding an M&A attorney, telling your key people at LOI, and the announcement that goes out after close.

Every chapter follows one owner — a 56-year-old HVAC company owner in Phoenix — from a business worth $1.5 million unprepared to a deal that closed at $1.85 million. The difference was preparation, and preparation is a set of documents.

Instant download. Yours to keep.