Seller Preparation Program

Most businesses go to market unprepared. Yours does not have to.

A guided preparation system for owners approaching a sale. Work the checklists your buyer's diligence team will run, before they run them.

Used alongside your M&A advisor · Self-paced · Member dashboard

Prepared seller documents, checklist, and pen on a desk

Why deals slip

Preparation is the cheapest value you will ever add.

  • Books that cannot survive a buyer's first question
  • Contracts with change-of-control terms nobody has read
  • A business that still runs entirely through the owner
  • Diligence requests answered late, at a discount

The offers

Two ways to prepare

Start with the fundamentals, or run the full two-stage system for complete readiness.

Base Package

The fundamental checklists needed to prepare to sell your business.

$99

  • Core preparation checklists across financial, legal, and operations
  • Progress tracking with completion bars for every checklist
  • Document request lists your advisor will ask for
  • Member dashboard access and community feed
Start with Base
Most complete

Comprehensive Package

The two-stage system preparation package to assure full preparation.

$149

  • Everything in the Base Package
  • Stage One: complete foundational readiness
  • Stage Two: value enhancement and diligence simulation
  • Mock buyer request list and data room structure
  • Priority community access and stage sign-off tracking
Get fully prepared

How it works

Create your account

Your advisor sends you here. You set up an account and choose a package.

Work the checklists

Structured checklists with completion bars, ordered the way buyers actually ask.

Arrive prepared

Walk into diligence with answers, documents, and a defensible story.

For M&A professionals

Send clients here to do the preparation work before you take them to market. You keep the mandate; they arrive ready.

Read the full program