Step-by-step guides you can work through
Printable checklists covering the key stages of a business sale or purchase. Useful whether you are preparing to sell, going through due diligence, or approaching settlement.
Unconditional to settlement checklist
Everything that needs to happen between going unconditional and settlement day, for both vendors and buyers. Covers company setup, staff, accounts, assets, leases, and more.
Read the checklistCommon concerns from buyers and sellers
Honest answers to the worries that come up most often: will the staff leave, will clients go elsewhere, what happens if something goes wrong. Addressed plainly, without spin.
Read the guideHow to prepare your business for sale
What to get in order before going to market. Financials, documentation, systems, staffing, and timing. The decisions you make now have a direct impact on the price you achieve.
Read the guideHow businesses are valued in New Zealand
Risk, reward and effort. Asset types, goodwill, SDE, EBIPTDA and earnings multiples explained plainly. How buyers assess what your business is worth.
Read the guideWhy buying a business is an emotional purchase
Most buyers think they are making a financial decision. In practice the process is largely emotional. Understanding why changes how both buyers and vendors approach a sale.
Read the articleHave a question these guides don't answer?
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