Selling a business is one of the biggest decisions you’ll ever make. But before you put the “for sale” sign out, there are a few things you must have ready if you want to attract serious buyers—and maximize your selling price.
Here’s your 10-point checklist to get fully prepared.
And remember: you can list your business completely free on BizBrokerPlus.com to start getting exposure today.
1. Clean Financial Statements (At Least 3 Years)
Buyers want to see organized, verifiable numbers. That means:
Profit & Loss statements
Balance sheets
Tax returns
If your books are messy or incomplete, work with an accountant to get them cleaned up.
2. Know Your SDE or EBITDA
You’ll need to understand your Seller’s Discretionary Earnings (SDE) or EBITDA to properly value your business.
Don’t worry—we can help you figure this out inside BizBroker+.
Get help valuing your business here
3. Business Summary or “Info Packet”
This is your business’s “resume.” It should include:
What the business does
Key metrics (revenue, staff, customers)
Why you’re selling
Growth opportunities
We call this a Confidential Business Review (CBR)—and we can help you build one.
4. List of Assets & Inventory
What comes with the business? Include:
Equipment and furniture (FF&E)
Inventory (valued properly)
Vehicles or tools
This helps buyers understand the real value of what they’re getting.
5. Existing Contracts or Agreements
Buyers will ask about:
Leases
Vendor contracts
Client agreements
Employee terms
Make sure everything is documented and transferable.
6. Licenses & Permits
Is your business operating under any licenses, health codes, or industry-specific permits?
These should all be valid, up to date, and transferable if possible.
7. Staff Overview
Buyers want to know:
Who are the key team members?
Will they stay after the sale?
Are there any non-compete or employment agreements?
Having this prepared builds confidence in business continuity.
8. Real Estate or Lease Details
Do you own or lease the space?
Have clear documentation on:
Lease terms and expiration
Whether the buyer can assume or renegotiate
Any rent increases
9. Marketing & Sales Performance
Showcase how your business gets customers. Include:
Sales funnels
Ad spend and results
Website traffic
Customer retention metrics
This helps buyers see the potential for growth.
10. Confidentiality Strategy
Don’t tell the world your business is for sale. You need:
A Confidential Listing (BizBroker+ offers this)
Signed NDAs before sharing sensitive info
A strategy to protect employees and reputation
List your business confidentially (and for free)
BONUS: Get Support from BizBroker+
Selling your business doesn’t have to be overwhelming.
At BizBrokerPlus.com, you can:
✅ List your business for free
✅ Get help preparing all your documents
✅ Connect with qualified buyers
✅ Work with a professional broker if needed
List now — no fees, no catch
Need help? Contact our team
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