Planning ahead

How sale-ready is your business?

A few quick questions on what buyers look at, and where your business stands on each. No number and no guesswork: a valuation takes real detail. This shows you what moves value, so you know where you stand.

We recommend a first valuation at least two years before you plan to sell: a full valuation and review uncovers what can be improved while there’s still time to improve it. This checklist is a good place to start.

About three minutes. Your answers stay on this page unless you ask us to email you a copy.

1 Which best describes most of your revenue?
2 About how much of your revenue comes from your largest customer?
3 How much of your revenue comes from agreements that renew (service contracts, maintenance plans, subscriptions)?
4 Of last year’s customers, how many are still buying this year?
5 Over the last two years, revenue has been…
6 If you were away for four weeks, the business would…
7 Your key customer relationships are mostly with…
8 Your financial statements are…
9 Most customers pay you…
10 Do your main customers have written agreements with you?
11 When might you want to sell?