For Owners · Sell-Side Prep
Owners who stage these elements twelve to eighteen months before going to market routinely sell for twenty to thirty percent more — and close two to four months faster. The checklist lays it out in the order Legacy works through it.
eleven items, in the order Legacy works through them.
- Three-year normalized financials with documented add-backs
- Customer concentration matrix (single-customer revenue %)
- Lease and licensing transferability checklist
- Owner-replacement assessment (operator vs key-person risk)
- Recurring-revenue documentation (contracts, retainers, MRR)
- Vendor and supplier continuity plan
- Employee retention through transition risk map
- Real-property valuation (if owned) vs lease
- Working-capital normalization for handoff
- Tax and entity structure for sale (asset vs stock)
- The discreet-marketing brief — what stays confidential and how
hand-delivered, never bulk-mailed.
The checklist is not a public download. Tell us a little about the business and Randy or Jim will hand it to you with a fifteen-minute call to ground it in your specific situation.