Great question — and one of the most important steps in getting ready to sell.

Most serious buyers are going to ask for a solid package of information that shows them what your business is really about. That usually includes your financials (like profit & loss statements, balance sheets, tax returns), a list of assets, details on leases or property, customer contracts, supplier info, and employee details.

But they’re also looking at things like: How dependent is the business on you? Is revenue steady or seasonal? Are your books clean and clear? The more organized and transparent you are, the smoother the process — and the more confident a buyer will feel.

Confidentiality is key — and we take it seriously.

The first step is making sure your business isn’t blasted all over the internet. Instead, we work with trusted networks, including private buyers, investor groups, and advisors we know personally — folks who are actually qualified and serious.

Before anyone sees your business details, they sign a non-disclosure agreement (NDA). That protects your name, your employees, your customers — and your reputation. We keep the info high-level at first, only sharing deeper details once we know it’s the right kind of buyer.

The fair market value is basically what a reasonable buyer would be willing to pay for your business today — and what you’d be willing to accept — assuming neither of you are under pressure to make the deal.

But here’s the thing: it’s not just about your revenue or profit. Buyers also look at things like your industry, customer base, how involved you are in the day-to-day, your growth potential, and even your systems and team. It’s part math, part story.

Seller financing can actually make your business more attractive — and sometimes even bump up the final price.

Here’s why: when you offer to finance part of the deal (meaning the buyer pays you over time, like a loan), you’re lowering the upfront cost for the buyer. That opens the door to more qualified buyers — especially ones who might be a perfect fit but don’t have all the cash on day one.

It also signals confidence. You’re showing that you believe in your business and its future — and buyers take that seriously. In some cases, it can lead to stronger offers, smoother negotiations, and a faster close.

The short answer? Start early — and get your house in order.

Buyers want a business that runs smoothly without you doing everything. So the first step is tightening up your financials, documenting your processes, and making sure your team, customers, and contracts are on solid ground. Think: clean books, up-to-date paperwork, and systems that don’t fall apart if you step away.

Next, take a hard look at where your business might raise red flags — customer concentration, overdue taxes, or unclear agreements. The fewer surprises, the better the offer (and the smoother the deal).

First, we help you get a clear picture of what your business is worth. Then we look at your goals: Are you retiring? Moving on to something new? Hoping to sell to employees, private equity, or someone local? That all affects the strategy.

Next, we prep your business — clean up the financials, organize the paperwork, and make sure it’s presented in a way that attracts serious buyers. Once you’re ready, we help you market the business confidentially, handle buyer questions, negotiate the deal, and structure everything, so your taxes are sorted, and your value is protected.

Start with the numbers — things like your revenue, profit, and cash flow. But that’s just the beginning. Buyers also look at your industry, how steady your income is, how involved you are in daily operations, and what kind of systems or team you have in place.

Private equity firms are looking for businesses with strong cash flow, growth potential, and solid systems — not just a great idea. To get their attention, you’ll need clean financials, a clear value story, and a plan that shows your business can keep running (and growing) without you at the centre of everything.