Deal Preparation
What goes in the package a buyer actually reads
Two documents, not one: a blind profile that names nothing, and the full package behind an agreement. What belongs in each, and what gets a package ignored.
Deal Preparation
Will your technicians stay?
In a business that runs on skilled people, the crew is part of what is being bought. How a buyer assesses it, and what makes people stay.
Deal Preparation
Who holds the license the day after closing?
A licensed business adds a question most sales do not have. Four ways it gets solved, and why it has to be raised early.
Deal Preparation
When part of last year's profit was an estimate
Any business billing work in stages carries estimates in its earnings. Here is the test a buyer runs on them.
Deal Preparation
The records a buyer asks for first
Three years of returns and statements, and they have to agree with each other. What a buyer checks first, and what to fix before anyone asks.
Deal Preparation
Where to start if you are thinking about selling
The first step is private, it costs nothing, and it is not finding a buyer. What to work out before you tell anyone.