Skip to content
MarginGraph

How do I prepare my business for sale?

Twelve months, in four blocks: reduce owner dependence, clean the accounts, improve revenue quality, clear the legal ground. The first block matters most and takes longest.

1 min readMarginGraph

Twelve months, in four overlapping blocks. The order matters more than the effort, because the most valuable change is also the slowest.

MonthsFocusWhy then
1–3Reduce owner dependenceSlowest to change, largest effect
2–6Clean the accountsEverything else references these
3–9Improve revenue qualityContracts take a quarter to sign
6–10Clear the legal groundKills more deals than price does
9–12Build the buyer fileAssembled before it is asked for

What actually moves the number

Reducing owner dependence, converting repeat revenue to contracts, and reducing customer concentration by growing the rest. Everything else is hygiene — necessary, but it protects value rather than creating it.

What is visible as preparation

Start with a baseline

Preparation without knowing your current range is guesswork. Establishing where you are, and which assumption moves the number most, tells you which of the four blocks deserves your next twelve months.

Preparing your business for sale has the full sequence; what buyers look for covers what they check and in what order.

Find out what your business is worth

Send your P&L and balance sheet. We read them and show you what we found before anything is for sale.

Guide2 min

Preparing your business for sale

A twelve-month sequence, in the order that actually compounds — what to fix first, what to leave alone, and which preparations buyers can tell were done last month.

Guide2 min

What buyers look for

The order a buyer reads your business in, the four questions they are really answering, and what makes them walk away in the first hour.

Answer1 min

What is an earn-out?

Part of the price paid later, conditional on performance. It is what a buyer proposes when they cannot price a risk — most often customer concentration or owner dependence.