Dashboard
Your sale readiness at a glance
All saved
Estimated value
—
Based on your inputs
Readiness
0%
Checklist complete
Risks flagged
7
2 high priority
Buyers tracked
0
In your pipeline

Sale timeline

Typical process
Preparation & valuation

Organize documents, get a valuation, set asking price.

Months 1–2 · You are here
Market & find buyers

List with a broker, contact strategic buyers. Sign NDAs.

Months 2–4
Due diligence

Buyers review your data room. Answer requests promptly.

Months 4–6
LOI & negotiation

Letter of intent, negotiate terms, earn-outs.

Months 5–7
Close

Purchase agreement, escrow, ownership transfer.

Months 7–9

Readiness by category

Complete checklist items
0 of 36 complete · click 📎 to upload documents

Tip: Add back your owner salary, personal vehicle, and one-time costs to get accurate SDE. All inputs save automatically.

Core financial statements
Supporting financial records
Corporate structure
Contracts & compliance
People & structure
Assets & customers

Pro tip: Each risk resolved before going to market can add 10–20% to your sale price.

Add a buyer — saved to your database

Teaser document: Share before an NDA. Keep financials directional. All fields save automatically.