How to sell my business: The ultimate “Sale Pack” checklist
- Evo-Valuations
- Sep 7
- 2 min read
How to sell my business - the ultimate packaging checklist
You’ve spent years building your business, but when it’s time to sell, the numbers alone won’t close the deal.
Buyers want proof, clarity, and confidence. They need to see exactly what they’re buying, and they’ll dig deep to find it.
That’s where your Sale Pack comes in.
A strong Sale Pack shortens the sales timeline, reduces buyer risk, and can even increase your valuation by showing you’re prepared, organised, and trustworthy.
Why a Sale Pack Matters when I sell my business
Builds trust fast — shows you have nothing to hide
Speeds up due diligence — no back-and-forth for missing documents
Strengthens negotiation power — you’re not scrambling under buyer pressure
Attracts serious buyers — professionals expect professional documentation
A Sale Pack is also a key part of the final year in the 3-Year Exit Timeline (Read more here)
The Ultimate Sale Pack Checklist
1. Financials
Buyers want numbers they can trust, and understand at a glance.
Last 3 years’ P&L and balance sheets
EBITDA/SDE summary with adjustments
Management accounts for the current year
12–24 month financial forecasts
Tax returns and debt schedules
2. Operations
Clarity here reassures buyers the business can run without you.
SOPs for all key processes
Org chart and team bios
Contractor and outsourcing details
Key software/tools list
Customer journey from onboarding to offboarding
Read See How to Make Your Business Sellable Without You for tips on building team independence.
3. Customers & Revenue
Your buyer will want to see stability and growth potential.
Revenue breakdown by product/service
Top customer list with % of revenue
Signed contracts or service agreements
Retention/churn rates
Marketing system overview
4. Legal & Compliance
No surprises, no red flags.
Company incorporation documents
IP ownership proofs
Leases, loans, and liabilities
Staff contracts and handbooks
Data protection and compliance policies
Related Reading
Your Next Step
The Exit Smart. Retire Rich. 3-Year Exit Plan guide and Exit-Ready App include:
A full Sale Pack checklist with examples and templates
Step-by-step instructions for assembling and organising it
Built-in progress tracking so you know exactly what’s done and what’s missing
Your business is likely your biggest asset. Don’t leave its future, or your financial freedom, to chance. Start your 3-Year Exit Plan today and take control of your legacy.
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