A transparent planning tool

Sale readiness checklist

Turn unchecked preparation items into specific next actions. Download your private checklist and action list without submitting information.

From your unchecked items

Choose your next action

Shown in checklist order. This is a starting sequence, not a risk ranking. Your download and printed copy include every open action. Use the download to assign a person and date.

Agree what a good exit would look like

Write down the owners' priorities, who can approve decisions and any existing commitments. Start with three questions for the first conversation.

Read the preparation plan →

Locate one complete financial period

Start with a closed month's P&L and the supporting reports. Note the entity, site and period, then assign missing files to a person.

Organize your financial records →

Resolve the first unexplained revenue difference

Ask your accountant to compare matching periods and identify timing, tax, refund or prepayment differences. Preserve the original records.

Build a financial evidence trail →

Document each proposed earnings adjustment

Identify where the expense appears in the books, why it would change after a sale and whether an offset or replacement cost applies.

Check the earnings bridge →

Make the owner's working role visible

List recurring duties, hours and who could perform them after a sale. Distinguish wages already expensed from additional replacement cost.

Plan operating responsibility →

Reconcile what customers have paid for

Define active paying members and identify prepayments, gift cards, refunds and other service obligations. Use consistent reporting dates.

Review membership evidence →

Find the complete occupancy record

Locate signed property or lease documents, amendments and options. Mark anything missing and arrange review of the interest a buyer could receive.

Review lease and occupancy questions →

Assign each transfer question

List the landlord, lender, vendor, franchisor or authority involved. Have the appropriate adviser establish what consent or new application is needed.

Organize transfer diligence →

Record the equipment issue a buyer will ask about

Gather service history, downtime and a current quote. Separate necessary operating work from optional cosmetic spending.

Evaluate spending before a sale →

Map obligations against the sale assets

List the lender or lessor, affected asset and available payoff or release records. Ask who must confirm the amount and release process.

Separate price from seller proceeds →

Decide what can be shared next

Name the person approving access and distinguish blind, qualified/NDA and detailed-diligence materials. Keep personal and payment data out of early summaries.

Set a confidentiality process →

Give each specialist an explicit question

Identify the decision, underlying records and desired review date. A named adviser is useful only when responsibility and scope are clear.

Agree the adviser responsibilities →

How this worksheet works

The count records only the items you check. Every item has equal weight in the progress display.

Use the result in context

A completed checklist is not a certification of sale readiness or a prediction of value. Unresolved ownership, earnings, occupancy or compliance issues can matter even when most other items are complete.

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Read the supporting guide →

A confidential first conversation

Discuss what the result means for you.

Discuss your goals, the information you have and the questions to resolve before you decide to sell.

Book a confidential intro call

30 minutes with Jason Taken
HedgeStone Business Advisors
Requested times are confirmed after review.