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2-minute self-check

Is your business ready to sell?

Answer 10 yes/no questions about the things buyers, lenders and attorneys look at first. You’ll get a score and a short list of what to work on. Your answers stay in your browser.

1.Do you have at least 3 years of profit-and-loss statements and balance sheets, ideally prepared or reviewed by a CPA?
2.Do your tax returns match your financial statements, with all income reported?
3.Are personal expenses kept out of the business, or clearly documented if they're run through it?
4.Are your workers correctly classified as W-2 employees or 1099 contractors under IRS rules?
5.If you lease space, does the lease have enough term left or renewal options, and can it be assigned to a buyer? (Answer yes if you don't lease.)
6.Could the business run for 2–4 weeks without you, with customers, crews and scheduling handled by others?
7.Does each of your customers account for less than about 15–20% of revenue?
8.Is your company active and current on Sunbiz (Florida Division of Corporations), with annual reports filed?
9.Is your equipment and vehicle list current, with titles, liens and maintenance records in order?
10.Are customer agreements, maintenance plans or service contracts in writing, and can they be transferred to a new owner?

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Call 941-315-5019Free confidential valuation