Sale readiness checklist
Checklist for business brokers and M&A advisers
For business brokers and advisers who want owners thinking of selling on their list.
Template pack
The information pack for buyers
How to use this template pack
Give this to owners at your first meeting or include it in your onboarding pack. It turns their papers into something a buyer can read quickly.
What is inside
The business at a glanceBusiness: [type and area].
Trading summaryYear one: [sales], [normalised profit].
CustomersTop customer: [type], [share of sales], [how long].
Staff and managementKey people: [role], [years], [notice].
Add backsItem: [what].
What is includedIncluded: [assets, stock, contracts].
The reason for sellingWhy: [honest reason].
Compare buyers side by sidePut the buyers next to each other and compare what is offered, not only the price.
Three title ideas for your own version
The seller's information pack
Business sale summary template
A buyer ready summary of your business
Where to promote it
LinkedInaccountants who refer ownersyour client onboarding packyour valuation page
Why give owners an information pack template?
A buyer decides quickly whether to go further. A clear summary helps an owner look prepared and saves you hours of chasing.
Make this template pack your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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