Sale readiness check
Twelve questions on documents, structure, advisors and personal preparation. At the end you will see where you stand and which modules to work through first.
Documents & data room
Are your annual accounts for the last 3 years complete and audited?
Documents & data room
Do you have a current management report, and could you provide it to an interested party at short notice?
Documents & data room
Are your most important contracts (customers, suppliers, lease, employment contracts) organised and to hand?
Tax & legal structure
Have you spoken to your tax advisor about the tax implications of a sale (for example a holding structure)?
Tax & legal structure
Are all articles of association, share transfers and commercial register entries complete and current (chain of title)?
Tax & legal structure
Do all important assets (trademarks, domains, patents) belong to the company — and not to you privately?
Advisors & support
Have you considered whether to run the sale with an M&A advisor — or as a direct sale?
Advisors & support
Have you identified a lawyer with transaction experience who can support you on the purchase agreement?
Advisors & support
Have you thought about investing the sale proceeds professionally (wealth advisor, family office)?
Personal readiness
Have you told your family about your intention to sell, and do you have their support?
Personal readiness
Do you have an idea of what you want to do professionally or personally after the sale (plan B)?
Personal readiness
Are you emotionally ready to let the company go and hand control to your successor?
Readiness
Your next steps
Every question answered with yes — you have the preparation under control. Use the modules as a reference when things get concrete.
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