Start the sale conversation with better preparation

Bring the owner’s expectations, business information, and open questions together before taking a business to market.

Seller preparation brief

What would we need ready before discussing a sale?

Financials: Identify missing periods and questions about adjustments.
Operations: Document what a new owner would need to understand.
Representation: Agree on scope, fees, disclosure, and the next decision.

Keep readiness separate from a listing going live.

A clear preparation packet makes the first conversation more useful. It does not create a mandate, authorize disclosure, or turn an owner’s price expectation into a market valuation.

Prepare for a broker conversation

Start with these inputs.

The owner’s priorities and timing
Financial history and supporting documents
Confidentiality and representation requirements

Help with the preparation. Keep the decisions clear.

The broker retains responsibility for representation, applicable licensing, disclosures, listing accuracy, and their engagement. Buyer data and confidential sale intentions are not public marketing content.

Who decides what to share?

The owner chooses their goal and what private information to share. Agree on the business, purpose, records, people, and access before beginning. An introduction or existing relationship is not blanket permission.

Does a draft mean the work is done?

No. Preparation, professional review, owner approval, and completed action are separate. A draft does not authorize spending, filing, publishing, or contacting someone. Confirm completion in the system where the action occurs.

How does this fit with the rest of SMB?

Use the advisor hub for work with an invited owner. Practice-wide organization and permissions are a separate question; sharing a method never grants access to every client’s information.

Review the practice model

Different help for different questions.

Start with one owner’s question.

Bring the right context to the next conversation.

See owner collaboration