SELLING MY CAR WASH | YOUR FIRST-CALL BRIEF
Edition: September 5, 2026
https://sellingmycarwash.com/seller-preparation-kit

Use an owner-chosen reference if you want to keep this initial outline general.
Complete this file on your own device. Nothing entered here is submitted to the website.
You do not need an exact asking price or a complete document package to begin.

Private project reference:
Prepared by / date / version:

1. WHAT A GOOD OUTCOME WOULD LOOK LIKE
Why am I considering a sale?
Preferred timing, and what makes that timing important:
The three outcomes that matter most:
What would make me decide to keep operating instead?
Co-owners or other people who need to agree:

2. THE BUSINESS AT A GLANCE
Format: express / self-service / in-bay / full-service / mobile / other:
Number of operating sites:
Property: owned / leased / mixed:
Do I want to sell or retain the property?
My current duties and approximate weekly involvement:
Who manages the business when I am away?

3. THE STARTING INFORMATION
Financial periods available:
Are monthly financials, tax returns and deposits reconciled? What is unresolved?
Membership or recurring customer records available:
Equipment, lease or property documents available:
Material capital work, contract renewal or operational change ahead:
Keep sensitive documents in their controlled location; do not paste them here.

4. BUYER INTEREST AND EXISTING COMMITMENTS
Have I received an approach or offer? General description:
Have I signed an NDA, LOI, exclusivity or representation agreement?
Dates, deadlines or restrictions to discuss with my adviser:
Who already knows I am considering a sale?

5. THE QUESTIONS I WANT ANSWERED
Question 1:
Question 2:
Question 3:
Advisers already involved and the questions assigned to them:

6. AFTER THE CONVERSATION
What did we decide?
Next action / responsible person / target date:
Information needed before the next decision:
What remains uncertain?

Your shared introduction calendar:
https://app.onecal.io/b/jasontaken/intro-call-business-broker-discussion

This worksheet is an organizing aid. It is not an engagement agreement,
valuation, legal opinion or commitment to sell. Review existing agreements
with the appropriate adviser before taking actions that may affect them.