Prepare the information and choices a serious sale process will require
Eight short chapters, one full worked case and six fill-in tools: from your exit objectives to a controlled data room and the comparison of buyers and terms.
What you get
Decide what an exit needs to achieve: Percentage, timing, future role and liquidity needs; selling all, part, or bringing in capital.
Establish the perimeter: Entities, assets, IP, property, contracts and debt included or excluded.
Make the financial story traceable: Three years, current period, reconciliations and documented adjustments.
Find issues before a buyer prices them: Concentration, owner dependency, contracts, team and litigation, with a priority matrix.
Understand value and proceeds: EV, debt, cash, stake sold, costs, escrow, deferrals and taxes, with the worked €2M case.
Build a controlled data room: Index, owners, versions, access and an anonymised teaser first.
Compare buyers and terms: Consideration, certainty of funds, conditions, timing and team treatment.
Prepare the transition, or decide to pause: Founder role after the sale, knowledge transfer, and when to prepare a Grow plan instead.
Frequently asked questions
Does buying the kit publish my company?
No. The kit is educational material for your own use. Nothing about your company is shared.
Is this a valuation?
No. It teaches you how value and proceeds work. The Indicative Valuation Review is a separate service.