Get the free checklist
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What is in the checklist
- 46 items across 11 areas: corporate, financial, tax, customers, operations, people, legal, property, insurance, IP and technology, and health, safety and environment.
- Status dropdowns and an owner column, so you can split the work with your bookkeeper and lawyer.
- Automatic readiness score by area and overall.
Going further
Know what a buyer would discount
The Seller's Toolkit quantifies the value at risk from undocumented add-backs.
Organize and prove your numbers
The Data Room Index Kit ($49 CAD) organizes your documents, and the QoE Readiness Workbook ($79 CAD) prepares your earnings for a buyer's review.
Get an advisor's read
The Capital Snapshot is an advisor-reviewed readiness assessment, delivered the same or next business day.
Educational tool
Not legal, tax or accounting advice.