From Portland Business Brokers Group.
Start with what will actually change hands
Your company name, customer contracts and premises may sit in different agreements. List the assets and responsibilities you expect the buyer to take on before attaching a price.
For a business serving clients across the metro, organize revenue by customer relationship rather than assuming every sale belongs to the shop's mailing address.
Give the lease its own review
Check remaining term, renewal options and any consent required from the landlord. A buyer's financing and operating plans can depend on staying in the current space.
If you own the building, decide whether you want to keep rental income or sell the property. Model business earnings using the lease terms the next owner would face.
Prepare a business snapshot
- Current earnings and the owner's working responsibilities.
- Major customer and supplier dependencies.
- Equipment ownership and finance agreements.
- The time you can commit to a transition.
Keep this first summary free of customer names and sensitive attachments. Detailed records can follow through the partner's review process.