Deal-readiness check

How ready is the business for a sale process?

Answer ten questions for an indicative score and three priority preparation gaps.

01Are the last three years of financial statements complete and comparable?

02Can normalized EBITDA be separated from owner-related and one-off items?

03Are ownership, the shareholder register, and decision rights clear and dispute-free?

04Are tax filings, payments, and material tax matters up to date?

05Are key customer and supplier contracts written and change-of-control terms reviewed?

06Are employment terms, confidentiality, and ownership of intellectual property documented?

07Have customer, supplier, and key-person concentration risks been identified and measured?

08Can the business operate without the owner’s daily involvement, with a transition plan in place?

09Can the core financial, legal, and commercial material be assembled into a data room?

10Do the owners share an objective, timeline, and view of the preferred buyer or successor?

Answer 10 more question(s).

The result is general and indicative information. It is not a valuation opinion or legal, tax, or financial advice.