Thinking about selling your business—whether next year or five years down the road? This checklist is your starting point. Designed to help you identify strengths, uncover gaps, and take action long before a sale, this tool walks you through the key areas that impact valuation, buyer interest, and deal success. From financials and operations to legal prep and leadership structure, it’s a must-have for any owner who wants to build a more sellable—and valuable—business.

Is your business running because of you—or without you? This checklist helps business owners assess how dependent the company is on their day-to-day involvement. Use it to pinpoint bottlenecks, identify where systems and delegation can improve, and work toward a self-sustaining operation—one that’s more scalable, valuable, and sellable down the line.

Negotiation is where deals are won—or lost. This checklist equips business owners with the right questions to ask, documents to prepare, and priorities to define before stepping into the negotiation room. Whether you're working with a broker or handling talks yourself, this tool helps you stay organized, confident, and in control of the conversation.

If your business falls apart the moment you step away, it may be time for a reality check. This quick-hit visual guide highlights the most common red flags that indicate your company relies too heavily on you—the owner. Use it as a conversation starter with your team or a wake-up call to start building a more transferable, buyer-ready operation.

There’s no substitute for lived experience. We asked successful business owners to share the advice they wish they’d known earlier—and the answers didn’t disappoint. This downloadable guide curates 10 practical, often surprising insights from the field. Whether you're growing, scaling, or preparing to sell, these hard-earned lessons just might save you time, money, and a few sleepless nights.