Sale-readiness checklist
A checklist for cleaner numbers, transferability, buyer questions and handover risk.
What this template is for
A sale-readiness checklist turns a future sale into a staged evidence project. The business needs clean financials, documented systems, explainable customer revenue, staff continuity, asset records and a handover story that does not depend entirely on the owner.
Best for
Owners thinking about a sale in the next one to five years.
What it covers
Clean up monthly financial reports and add notes for unusual items.
Document the five processes the owner is asked about most often.
Check customer concentration and repeat revenue.
Prepare staff, supplier, lease and asset records.
List the biggest risks a buyer would question.