Getting ready
Preparing your business for sale
If you expect to begin your sale within the next 12 months, the work starts now. You do not need to gather everything at once — build your sale information in manageable steps and go to market properly prepared.
Why preparation pays
Buyers pay for evidence, not explanations
Anything you can prove — clean accounts, signed contracts, a documented lease, a tidy asset list — supports your price. Anything you can only describe invites a discount.
Rushed information loses value
When everything is gathered in a hurry just before marketing, gaps appear during due diligence. Gaps are where prices get renegotiated and where sales stall.
Steady preparation shortens the sale
Assembling your information over the coming weeks and months, rather than in one large request, means you go to market ready and reach completion with fewer surprises.
How we help you prepare, step by step
This is an adviser-led service, not a do-it-yourself tool. The technology keeps everything organised between conversations, so nothing is gathered twice and nothing is left to the last minute — professional, efficient and aimed squarely at a successful sale.
Step 1
Free sale appraisal
Tell us about your business in your own time. Progress saves as you go, and an experienced adviser reviews it personally.
Step 2
Saleability review
A clear picture of how saleable your business is today, in plain English, with the factors that would most improve it.
Step 3
Your Business Sale Record
A secure, private place to build your sale information step by step — accounts, leases, contracts, licences — so it is organised and complete by the time you go to market.
Step 4
Small next steps
Your adviser sets a short list of manageable actions rather than one daunting request, and reviews progress with you as you go.
Start when you are ready to begin
Everything you share is private and confidential, and there is no obligation. If your sale is more than a year away, speak to us and we will pick things up nearer the time.