30-60-90 Timeline
30:
CIM draft, buyer list, data room skeleton
60:
Outreach launched, first management meetings
90:
LOI negotiation window
Documents You'll Need
Buyers want a clear picture of your company’s performance over time. Include your last three years of profit & loss statements, balance sheets, tax returns, plus current year-to-date results and the trailing twelve months to show recent trends.
Provide a breakdown of your top customers or products/services by revenue. This helps buyers assess risk—strong diversification builds confidence and valuation.
List your major suppliers, terms, and any key contracts. Buyers want to understand supply chain stability and whether important relationships can transfer smoothly in a sale.
Include a current organizational chart with key roles, responsibilities, and compensation structure. This helps buyers evaluate leadership depth and ongoing operational needs post-sale.
Document recent capital expenditures and routine maintenance. Buyers want to know what’s been invested in the business—and what future costs they might expect.
Gather all active leases, intellectual property registrations, business licenses, and details of any pending or past legal matters. Clean, organized records reduce friction and increase buyer confidence.
Sell Your Business Now
Who this is for: Owners ready (or nearly ready) to take the company to market within 60–120 days.
1. Define the win:
EV range, cash vs. rollover, role post-close, employee care, non-negotiables.
2. Price the risk:
Quick diligence scan—financials, working capital target, contracts, legal exposures.
3. Build the story:
CIM with proof points (customer cohorts, margin bridges, backlog, KPIs).
4. Map the buyers:
Strategics & PE with platform/add-on logic; prioritize those with capital and fit.
5. Control the process:
NDA first, staged data access, coordinated outreach to create competitive tension.
6. Negotiate the LOI:
Value, structure, escrows, earn-outs, rollover, employment/consulting, reps & warranties.
7. Win diligence:
QoE, tax structure, purchase agreement, closing checklist, transition plan.
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