Category →
Phase ↓
Pre-sale
Preparation (70%)
During Sale
Process (20%)
Post-sale Consequences (10%)
Financial &
Valuation
1) Financial Reconciliation Pack: Normalise earnings and reconcile add-backs with accountant sign-off.
2) Valuation Benchmark Report: Private market comps and defensible price.
3) Valuation Lift Sprint: Quick revenue/margin wins to lift exit value.
13) Finance Defence Dossier: Lender-ready P&Ls Projections and add-backs.
14) Deal Mechanics Modeller: Earn-out and vendor finance scenarios.
15) Buyer Funding Navigator: Help buyers secure financing so deals don’t collapse.
24) Tax & Proceeds Map: CGT concessions, trust/SMSF allocation, reinvestment plan.
Legal &
Compliance
4) Legal Readiness Pack: Contracts, leases, licences, IP/TM checks.
5) Vendor Pre-Due-DIligence Scan: Fixable red flags documented and resolved.
16) Deal Defence Pack: Staged disclosure, balanced reps and warranties.
17) LOI Term Review: Heads of Terms aligned to seller outcomes & negotiation-ready contracts.
25) Legal Release Pack: Guarantee releases, director resignations, indemnity caps.
Operational
& Readiness
6) Exit Timeline Navigator: Deal timeline with key milestones and decision points
7) Independence Builder: SOPs, role charts, KPI reporting.
8) Key People Retention Plan: Stay bonuses and handover roles.
18) Handover Blueprint: Transition plan, walkthroughs, diligence day choreography.
19) Stability Messaging: Scripts for staff and key accounts.
26) Continuity Kit: 90-day integration, staff bonuses, customer transition.
27) Customer Continuity Messaging: Protect reputation and keep clients onboard.
Market &
Buyer
9) Buyer Target Map: Identify buyer segments (strategic, financial, lifestyle buyers). Taliored CIMs for acquirers.
10) Positioning Deck & Teaser: Why your business stands out.
20) Buyer Frenzy Method: Structured competition to lift price.
21) Objection Playbook: Pre-built answers to buyer concerns.
28) Reputation & Legacy Guard: Brand transfer and community messaging.
Owner &
Psychological
11) Exit Readiness Coaching: Vision, Align family, expectations, timing.
12) Confidentiality Shield: NDA workflow & staff/customer comms plan.
22) Negotiation Coaching: Calm, confident, consistent.
23) Anti-Fatigue Shield: Cadence so seller doesn’t cave late.
29) Life After Sale Coaching: Purpose and next chapter.
30) Family Alignment Workshop: Decisions on proceeds & legacy.