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Selling a Business Checklist

A Practical Guide for Business Owners Who Want to Start Planning the Right Way

Download your free two-pager — a simple, clear starting point for preparing your business for sale.

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What’s Inside:

A no-fluff checklist designed to help you:

  • Understand the basic process of preparing to sell

  • Gather the right documents and financials

  • Avoid common mistakes that can delay or derail a sale

  • Get into the right mindset as you begin planning

  • Know what to focus on—even if a sale is a year or more away

A Straightforward Starting Point

Thinking about selling your business is a big step—and it’s easy to feel unsure about where to begin.

This checklist was created for business owners who want to do it right, even if they're still early in the process.
It’s not a sales pitch. It’s a practical, two-page reference from a team that’s worked with hundreds of owners through successful transitions.

Use it to get organized, get clear, and move forward on your terms.

What Other Business Owners Are Saying

“I didn’t even know what questions to ask until I read this. It helped me get my head in the game.”

Brian D., HVAC Business Owner

“It’s not overwhelming. It’s just the basics—exactly what I needed when I started thinking seriously about selling.”

- Erica M., Manufacturing Company Owner

“I printed it out and kept it in my notebook. Super helpful to have something clear and simple.”

Ken R., Electrical Contractor

Frequently Asked Questions

Start with clarity

Get the checklist and take the first small step toward a more confident, informed exit—whenever that may be.