You're browsing in guest mode. Create a free account to save your progress, track your business information, and unlock free training, videos, and webinars.
Work through the stages in order — Start → Finance → Legal → Market → Sell. Be sure to tap the ^ to learn more and write down details about the step. Tap Save to Priorities to add it to your My Priorities/Steps list.
Stage 5
Sell
Prepare and execute your exit
0/9 done
Checklist Steps
1. Get a Business Valuation
Get a professional business valuation to understand your company's worth.
Not Started
2. Organize Financial & Legal Records
Organize financial records, contracts, and legal documents for buyer review.
Not Started
3. Optimize Business for Sale
Make your business attractive to buyers by improving systems and reducing owner dependency.
Not Started
4. Hire a Business Broker
Work with a business broker or M&A advisor to find qualified buyers.
Not Started
5. Prepare Marketing Materials
Create a confidential information memorandum describing your business to buyers.
Not Started
6. Structure the Sale
Structure the sale as asset sale or stock sale with proper tax planning.
Not Started
7. Negotiate Terms & Price
Negotiate price, terms, earn-outs, and transition support agreements.
Not Started
8. Close the Deal
Complete due diligence, closing documents, and fund transfer.
Not Started
9. Plan Post-Sale Transition
Plan your post-sale transition, wealth management, and next venture.
Not Started
Resources for This Stage
Get a loan or convert your data into an asset!•Contact Ron Pedersen at +1 (618) 491-2809, or visit this site