Sale-Preparation Workflows
Don't know where to start? Follow our proven workflows to prepare your business systematically. Each step is designed to make you more attractive to buyers and reduce deal risk.
Core workflows
Financial cleanup & presentation
Make your numbers crystal clear and defensible for due diligence
Key tasks:
- ✓Normalize financials (remove one-time items, owner compensation)
- ✓Reconcile balance sheet accounts
- ✓Document revenue recognition policies
- ✓Clean up accruals and deferred items
- ✓Prepare quality of earnings analysis
- ✓Create management accounts suitable for buyers
Legal housekeeping
Address legal issues before they become deal-breakers
Key tasks:
- ✓Review and organize all contracts
- ✓Resolve outstanding litigation or disputes
- ✓Verify IP ownership and protection
- ✓Update shareholder agreements
- ✓Ensure regulatory compliance
- ✓Document key employee agreements
Business documentation
Create the materials buyers need to understand your business
Key tasks:
- ✓Write executive summary (teaser)
- ✓Prepare confidential information memorandum (CIM)
- ✓Document organizational structure
- ✓Map key processes and workflows
- ✓Create customer and supplier lists
- ✓Compile product/service documentation
Management team preparation
Ensure your team can present the business professionally
Key tasks:
- ✓Prepare management presentation
- ✓Coach team on Q&A handling
- ✓Develop buyer-friendly metrics
- ✓Create department overviews
- ✓Document key person responsibilities
- ✓Plan for post-close transition
How our platform helps
Task checklists
Step-by-step guidance with templates, examples, and quality checks for each deliverable
Document repository
Secure cloud storage for all sale-related documents, organized and version-controlled
Advisor support
Direct access to M&A advisors who review your work and provide feedback
Progress tracking
Dashboard showing completion status, upcoming deadlines, and blockers
Team collaboration
Invite your accountant, lawyer, and other advisors to contribute securely
Timeline management
Automatic scheduling based on dependencies and typical durations
Typical preparation timeline
Assessment & planning
Exit-readiness assessment, identify gaps, create timeline
Financial & legal cleanup
Normalize financials, resolve legal issues, organize documents
Documentation
Create CIM, management presentation, data room structure
Team preparation
Coach management, prepare Q&A responses, finalize materials
Go-to-market
Launch buyer outreach, begin management presentations
Start preparing your business for sale
Our advisors will help you create a customized preparation plan