Due Diligence Readiness Booklet

The Due Diligence Readiness Booklet

This booklet is a practical, plain‑English guide to getting your small business “exit ready” for buyer due diligence. Designed for Main Street and lower middle‑market owners, it shows you exactly what serious buyers and lenders expect to see so you can avoid scrambling, delays, and avoidable price cuts.

Inside, you get a clear pre‑sale timeline, detailed financial and legal checklists, guidance on documenting operations and your team, and help framing your customers, growth story, and market position. It also includes red‑flags, addressing issues like declining revenue, customer concentration, owner dependency, and legal or compliance problems.

Instead of guessing what buyers will ask for, you’ll have a concrete, organized plan for getting your business ready—on paper and in practice—so you can move through due diligence faster, with fewer surprises, and with more leverage at the closing table.