This 13-section checklist was designed to help you see your business the way a serious buyer would.
Whether you’re prepping for a sale, fielding unsolicited offers, or simply building with the long game in mind, this resource will walk you through the operational, financial, legal, and strategic areas that define business value in the eyes of investors.
You’ll audit and organize:
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Financial health and recurring revenue streams
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Legal docs, contracts, and team structure
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Client retention systems, data privacy, and service profitability
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Technology, growth potential, and transition readiness