OKC BUSINESS BROKERS — SELL MY BUSINESS
Seller Readiness Checklist
405-295-0025 | admin@okcbusinessbrokers.com
500 N Meridian Ave, Ste 302, Oklahoma City, OK 73107

[ ] FINANCIAL RECORDS
Gather three years of tax returns, annual P&Ls and balance sheets, current year-to-date results, monthly comparisons, payroll and sales records. Reconcile differences.

[ ] EARNINGS ADJUSTMENTS
Document proposed owner compensation adjustments, discretionary expenses and nonrecurring items. Account for replacement labor and expenses the buyer will still incur.

[ ] CUSTOMERS AND REVENUE
Prepare anonymized customer concentration, recurring contract and renewal schedules. Explain margins by service or product. Keep identifying information out of public marketing.

[ ] PEOPLE AND OWNER ROLE
Document job roles, compensation, owner hours, key employee responsibilities and operating procedures. Identify skills and relationships that need a transition plan.

[ ] ASSETS AND OBLIGATIONS
List equipment, vehicles, inventory, debt, liens, leases, prepaid customer balances and warranties. Note condition, ownership and expected replacement needs.

[ ] LOCATION AND AGREEMENTS
Gather the lease and renewal terms, landlord consent provisions, supplier and franchise agreements, permits and licensing information. Identify third-party approvals.

[ ] YOUR GOALS
Write down desired price, timeline, cash needs, training availability and whether property is included. Identify what a successful exit means beyond price.

NEXT STEP
Request a confidential review at /contact on the website or call 405-295-0025. Bring estimates if exact numbers are not available. No sensitive documents are needed for an initial inquiry.

This checklist is general preparation guidance. A sale price, sale date, financing or transfer of permits/licenses is not guaranteed. Consult the appropriate legal, tax and licensed advisers for your transaction.