Due diligence is not where you want to “discover” your business.
The smoother the process, the more confidence the buyer has. Confidence protects valuation and terms.
Sale-ready basics
- Clean financials that match tax returns (or clear explanations when they don’t)
- A real add-backs schedule with support
- Customer concentration understood
- Employee list with roles, comp, and tenure
- Contracts, leases, licenses organized
- A simple explanation of how the business actually runs
The goal is not perfection. The goal is credibility.
What to do this week
- Build one folder structure and stop scattering documents.
- Create a one-page business overview for serious buyers.
- Clean up one category per week until it’s done.