Section 1
Records
A buyer needs to understand what each record is and where it came from.
3 questions
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Check the evidence a buyer will need to understand and take over the business. This is a record of preparation, not a valuation or a prediction of a sale.
What you will produce
Work through 18 focused questions, one section at a time. Your saved result separates documented, partly documented, missing and unknown evidence and gives you the next action.
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Inside the assessment
Section 1
A buyer needs to understand what each record is and where it came from.
3 questions
Section 2
An explanation should lead to evidence a reader can examine.
3 questions
Section 3
Look at actual intervention in the work, not only the organization chart.
3 questions
Section 4
Understand dependencies without inventing a universal safe percentage.
3 questions
Section 5
The next owner needs a usable operating record.
3 questions
Section 6
Make the reason for the sale and the transition work understandable.
3 questions
Illustrative example: a business has written delivery procedures, but the owner still approves every quote. Mark the procedures separately from owner dependence. One completed document does not establish that the business can transfer without the owner.
Version 2026-09-12.1. Results vary. Nothing here is financial, legal, or tax advice.