BRONZECREST | PREPARING YOUR BUSINESS FOR SALE

A starting point; agree scope and secure sharing with your team and advisers.

YOUR PRIORITIES
[ ] Your preferred timing and reasons for considering a sale
[ ] The role you want after closing
[ ] Priorities for employees, customers, brand and property
[ ] Any prior buyer conversations or proposals

THE FINANCIAL PICTURE
[ ] Monthly profit-and-loss statements and balance sheets: last three years and current year
[ ] Business tax returns for the same completed years
[ ] Debt, cash and major equipment or property schedules
[ ] Supporting records for any proposed earnings adjustments

REVENUE AND CUSTOMERS
[ ] Revenue by service line and recurring versus one-time work
[ ] Retention, cancellations and seasonality, where tracked
[ ] Revenue concentration by customer, using anonymized IDs initially
[ ] Customer contract terms and renewal information

PEOPLE AND OPERATIONS
[ ] Organization chart and the owner’s day-to-day responsibilities
[ ] Key roles, staffing and relevant licenses
[ ] Systems used to run and report on the business
[ ] Major equipment, property leases and supplier commitments

OPEN QUESTIONS
[ ] Ownership structure and required decision-makers
[ ] Known disputes, claims or unresolved obligations for adviser review
[ ] Missing records or inconsistencies that need explanation
[ ] A named person and next step for each outstanding request

Questions and next steps
Owner: ___________________  Next step: ___________________  Date: __________

Call Sameer: 248-376-9274 | sameer@bronzecrest.com
https://www.bronzecrest.com/preparing-to-sell/