$1,200 including GST · complete in itself
The Sale-Ready Review
A proper look at your business through a buyer’s eyes, written up for you, then talked through together so you know exactly what to do and why it matters.
How it works
Four stages. The fourth is optional and always your call.
One-hour business exploration
We sit down, in person or by video, and go through the business properly: how it runs, who it depends on, where the money comes from, and anything you already suspect would be a problem in a sale.
Your Sale-Ready Report
I assess the business and write it up: what a buyer would see, what would give them pause, and what to do about it, ranked in the order that matters for your business. Within five business days.
One-hour post-report meeting
We work through the report together. I explain anything you are not familiar with in plain commercial terms, answer questions, and we agree the priorities and the practical next steps.
Optional implementation
If you would rather not do the work alone, I can help you do it. Entirely your call, quoted separately, and never assumed.
What we might cover
Every business is different, so no two Reviews look the same. Depending on yours, we might cover any of this.
- The business from a potential buyer’s perspective
- Potential buyer concerns or barriers to sale
- Owner dependence
- Systems, processes and transferability
- Financial and operational information
- Due diligence readiness
- Staffing and management structure
- Business marketing and brand positioning
- Website and digital presence
- Social media where relevant
- Outdated or inefficient systems
- CRM, software and technology opportunities
- Automation where it genuinely adds value
- Documentation and business presentation
- How the business could be better prepared and packaged for sale
- Prioritised recommendations and practical next steps
The exact areas and recommendations depend on the business in front of me. It is not a generic checklist, and no two owners get the same advice.
You do not need to understand all of it already
Plenty of owners have built a genuinely good business over twenty or thirty years without ever needing Instagram, a CRM, or anything automated. You do not have to become an expert in any of that now.
Part of my job is to tell you where something would actually strengthen the business, explain it in straightforward commercial terms, and be just as clear about what is not worth your time or money.
Social media is the obvious example. Not every business needs Instagram. But if yours has almost no digital presence and building one would improve your marketing, your visibility or how attractive you look to a buyer, I will say so, and I will tell you what good looks like.
The same goes for systems. A great business can still be running important things by hand, or on software that quietly makes it depend on you. We find those, explain the options, and help you modernise them where it makes commercial sense.
You do not need to know any of this yet. That is what I am here for.
Sale-Ready Report
Prepared for your business
- A buyer’s-eye assessmentWhat stands out about the business, and what would make a buyer hesitate or walk.
- A prioritised planEvery recommendation ranked by how much it affects saleability, so you know what to do first and what can wait.
- Plain-English reasoningFor each item: what it is, why it matters commercially, and what good looks like. No jargon, no assumed knowledge.
- The due diligence viewWhat a buyer will ask to see, so nothing surprises you when it counts.
What you walk away with
A written report you can act on, a clear view of the business through the eyes of the person who might one day buy it, and an hour of my time to go through all of it with you.
$1,200
Sale-Ready Review, complete · including GST
The session, the report and the post-report meeting, invoiced and settled before we meet. Nothing else is required, and nothing in it is written to sell you something else.
Book a Sale-Ready ReviewIf you want help doing the work
The Review stands completely on its own. You get the report, you get the meeting, and plenty of owners take it from there themselves.
If you would rather not do it alone, I can help you bring the recommendations to life rather than handing you a report and leaving you to work it out. Some of it I do myself. For the rest I bring in people I trust and have worked with, in accounting, automation, marketing and systems, so you are not left finding and vetting them yourself.
Separate to the Review, quoted separately, and only if you ask for it.
- Organising documentation and getting it due diligence ready
- Tightening processes and writing down what is currently in your head
- Updating outdated systems and introducing software that earns its place
- Automation, where it genuinely saves time or reduces the reliance on you
- Strengthening marketing, brand positioning and digital presence
- Reducing how much the business depends on you personally
- Packaging and presenting the business ready for an eventual sale
Book your Sale-Ready Review
Four short questions, then your details. I reply within one business day with available times. $1,200 including GST, invoiced and settled before we meet.