Helpful Tools & Downloads

📘 Wisconsin Business Sale Glossary

If you're not sure what terms like LOI, APA, capital gains, or due diligence mean—this one's for you. It's a plain-English cheat sheet that explains all the legal and financial lingo you'll run into when selling a Wisconsin-based business. Quick, helpful, and jargon-free.

📝 Business Exit Readiness Checklist

This step-by-step checklist helps you understand if your business is ready to sell or transition. It covers key areas like finances, operations, staff, and succession. Filling this out gives you (and us) a starting point for a confident exit strategy.

📊 Business Profile Worksheet

This fillable worksheet outlines basic information about your business—revenue, team, services, customers, and more. It’s the first step in helping us understand what makes your business unique and where opportunity may lie.

📂 Business Transition Spreadsheet

This is our comprehensive due diligence document for serious sellers. It includes financial review sections, asset tracking, legal documentation lists, and operational insights. Once filled out, this document will be treated as confidential, and we require a mutual Non-Disclosure Agreement (NDA) to protect your intellectual property and private data.

💡 Transition Planning Guide

If you're thinking about retirement or just stepping away, this guide walks you through timelines, hand-off options, and things to consider emotionally and financially. It’s not just about the sale—it’s about peace of mind.

📣 Marketing & Messaging Tips

This flyer breaks down the top 8 essentials for effective online marketing—ideal for business owners who need to improve their messaging or boost visibility before a sale. Clear, practical, and written for real-world use. Use it to build buyer confidence and grow your reach.

🧠 How These Tools Help

• Clarity: Know where your business stands
• Confidence: Understand what buyers look for
• Connection: Help us tailor a plan that works for you

All downloads are free and 100% private—these tools are meant to help you start planning with confidence, not pressure.