What's on it
A few months of preparation can make a real difference to price and to how smoothly the handover goes.
Numbers
- Revenue by client for the last two to three years
- How long each client has been with you
- Your costs, separated from personal expenses
- Collection results by client, if you track them
Contracts and compliance
- Signed contract with every client
- Whether each contract can be assigned to a buyer
- Business associate agreements with every client and vendor
- Any disputes or audits written up
How the work gets done
- Written process for each client
- List of every system, login owner and how access transfers
- Notes on each client's payers and quirks
People and handover
- Who on your team is key, and whether they'd stay
- How long you're willing to help after the sale
- Plan for telling clients, after signing