Sale or lender readiness report
A deeper planning report for growth, finance or future sale conversations.
What this report is
The sale or lender readiness report prepares the evidence a buyer, advisor or lender would expect. It checks sustainable profit, clean numbers, owner dependence, cash resilience, customer quality and the plan needed to improve confidence.
Best for
Owners preparing for finance, growth, succession or a possible sale.
What it includes
Readiness gaps
Evidence checklist
Risk and transferability notes
Staged improvement path