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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.

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6. Structure the Sale

Structure the sale as asset sale or stock sale with proper tax planning.

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7. Negotiate Terms & Price

Negotiate price, terms, earn-outs, and transition support agreements.

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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
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