Free Consultation

Book companion resource

Book a practical conversation about your next step

If the book has raised questions about value, buyers, due diligence, or timing, use the consultation to get clear on what to prepare first.

From the book

The manuscript is direct about one thing: selling a business is not a casual decision. Owners often only do it once, and the wrong advice can be expensive.

A short consultation should help you identify what matters most right now. It is not about pretending a full sale plan can be solved in one call. It is about giving you a clearer first step.

When to book a consultation

Book a conversation if you are thinking about selling, have been approached by a buyer, are unsure what the business may be worth, or know your documents are not ready for due diligence.

It is also useful if you have read the book and want to understand which resource to use first.

What you can discuss

• Valuation concerns.
• Cashflow and profit evidence.
• Financial buyers versus strategic buyers.
• Information Memorandum preparation.
• Due diligence readiness.
• Course, templates, and support options.

How to prepare for the call

Bring one clear question, your rough timing, and a short explanation of your business. If you have recent accounts, customer concentration concerns, contracts, or a buyer approach, note those before the call.

You do not need a perfect sale pack to start. You do need to be honest about where the gaps are.

What not to expect

A short consultation is not a formal valuation, legal opinion, tax opinion, or regulated investment recommendation. Those areas need the right professional advice. The call is for practical direction and preparation.

Next step

Use the consultation to decide what to fix first. The earlier you prepare, the fewer surprises a buyer can use against you later.

How to use the consultation after reading the book

Use the consultation to turn a broad concern into a practical next step. You may want to discuss valuation, buyer types, due diligence, documents, timing, or whether the business is ready for the market. A focused question will make the call more useful.

The call should not be used to rush into a sale. It should help you decide what to prepare first and which risks could reduce value if they are left untouched.

Consultation preparation checklist

• Your reason for thinking about a sale.
• Your rough timing, even if it is several years away.
• Recent revenue, profit, and cashflow direction.
• Any buyer approach you have already received.
• Your biggest concern about value, buyers, or due diligence.
• The chapter or resource that raised the most questions.

Questions worth bringing to the call

Good questions include: what should be fixed before valuation, which buyer type may fit the business, what documents should be prepared first, how owner dependency affects value, and whether a buyer approach looks serious.

The more specific the question, the more practical the answer can be. A short call cannot solve the whole sale process, but it can stop you starting in the wrong place.

Related book resources

This page works best when it is used with the other companion resources from the book. Most sale problems do not sit in one neat box. Valuation links to cashflow. Cashflow links to profit quality. Buyer strategy links to due diligence. Use the related pages to build a more complete view before a buyer starts asking questions.

• Cashflow preparation
• Business valuation evidence
• Profit multiple reports
• Revenue multiplier reports
• Strategic buyer mapping
• Financial buyer preparation
• Sale preparation templates
• Course support
• Free consultation

Frequently asked questions

Is this page a replacement for reading the book?

No. This page supports the book. The book gives the wider context, stories, and sale process. This page helps you take action on the specific topic.

Should every owner prepare this before going to market?

Yes. Even if the final route changes, preparation gives you better questions, better evidence, and more control.

What should I do if I am not ready to sell yet?

Start preparing anyway. The best time to fix weak records, unclear contracts, or owner dependency is before a buyer is asking hard questions.