Free resources to help you prepare for a business transition, sale, or leadership handoff—no guesswork, just clarity.
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.
Download Exit Checklist (PDF)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.
Download Business Profile Worksheet (PDF)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.
Download Business Transition Spreadsheet (XLSX)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.
Download Transition Guide (PDF)All downloads are free and 100% private—these tools are meant to help you start planning with confidence, not pressure.