Selling a Business Due Diligence Playbook

Selling your business can feel overwhelming! This playbook provides an in-depth look at all the documentation, research, and planning needed to prepare you for your sale. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Sell-side readiness made easy
  Prepare your business for sale with a structured checklist covering legal, financial, commercial and operational documentation to ensure you’re deal-ready.
• Transparent value presentation
  Highlight key proof points—like recurring revenue, customer diversification, contractual commitments and growth metrics—so buyers see the signal, not the noise.
• Collaborative workflow for teams
  Invite legal, finance, operations and external advisors into one unified workspace—assign tasks, attach evidence and track progress without endless email chains.
• Audit-ready traceability
  Keep every question, response, document upload and sign-off linked to its item—ensuring full transparency for you and your buyer and helping you close faster.

Kick-off execution planning with the Merger Integration Timeline Template, or dig into the specifics of your asset-base using the Real Estate Due Diligence Checklist.

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