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Nothing on this list has to be perfect before a sale begins, and we will help with all of it. But each item is something buyers will ask about, and each one is easier to fix before a process than in the middle of one.
  • Monthly financial statements for the last three years, closed on time and reconciled
  • Revenue by customer by month, matching the financial statements
  • Written definitions of recurring revenue, retention and customer counts, used consistently
  • A list of owner and one-time expenses, with the invoices or contracts that support each one
  • This year’s budget, and a forecast you can explain line by line
  • AI and hosting costs tracked separately in cost of sales
  • Deferred revenue, receivables and payables reported monthly
The “You” tab matters as much as the others. What you want after the sale shapes which buyers we approach and which terms we push for.

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Where to start

If you only do three things before a process, make them these:
1

Reconcile customer revenue to the accounts

It is one of the first things buyers test, and every retention and growth figure depends on it.
2

Collect signed contracts and IP assignments

Missing signatures are common, easy to fix early and slow to fix late.
3

Decide what you want

Full exit or continued role, minimum outcome, timing. We can then design the process around it.