Acquivo reading library
Preparing a business for sale
A prepared business has a traceable financial story and materials that describe operations accurately. Use these guides to organize records, explain risks, and prepare information for reviewed, confidential sharing.
Published guides
What Does a CIM Mean?
Understand what a Confidential Information Memorandum is, what it contains, and how it supports a business sale process.
For Business OwnersHow Do I Know Whether My Business Is Ready for Buyer Due Diligence?
An owner-level diagnostic for testing evidence, operating continuity, and ownership records before inviting buyers into due diligence.
For Business OwnersWhat Documents Belong in a Sell-Side Data Room?
A practical guide to the records, owners, source checks, permissions, and stopping rules that make a sell-side data room complete and reviewable.
For Business OwnersHow Do I Assign Document Owners and Keep a Pre-Sale Request List Complete?
A practical workflow for assigning accountable document owners, following up on missing diligence items, and checking that a pre-sale request list is genuinely complete.
For Business OwnersHow Should I Control Access to Sensitive Information During a Business Sale?
A practical framework for deciding when to share sensitive business-sale records, staging disclosure, redacting unnecessary details, managing permissions, and removing access after each diligence step.
For Business OwnersWhat Should a Business Sale Teaser Include Without Revealing My Company?
A practical guide to writing an anonymous business sale teaser with credible metrics, indirect identifiers, staged disclosure, and human review.
For Business OwnersHow Do I Choose Evidence-Backed Investment Highlights for a Business Sale Teaser?
A practical, evidence-first workflow for choosing investment highlights that a business-sale teaser can support with records, clear calculations, permissions, and human review.
For Business OwnersWhat Should I Include in a CIM for My Business?
A practical guide to the business, financial, operational, market, and risk information a CIM should present, with an evidence trail for each important claim.
For Business OwnersHow Do I Check a CIM for Unsupported Claims Before Sending It to Buyers?
A practical evidence, financial consistency, and approval review for checking a confidential-information memorandum before buyer distribution.
For Business OwnersHow Do I Reconcile My Financial Statements Before Buyer Due Diligence?
A practical, documented workflow for reconciling financial statements with the general ledger, tax returns, and bank records before buyer due diligence.
For Business OwnersHow Should I Prepare Cash-Basis Books for a Buyer's Accrual Review?
A practical guide to schedules that help a buyer reconcile cash-basis books to an accrual view of revenue, expenses, working capital, and cutoff without assuming the seller must change its accounting method.
For Business OwnersWhat Records Should Support Seller Add-Backs Before a Business Sale?
A practical evidence schedule for seller add-backs, including invoices, payroll detail, business rationale, recurrence analysis, and review controls.
For Business OwnersHow Should I Prepare Inventory Records Before a Business Sale?
A practical inventory-readiness workflow covering counts, costing, aging, reserves, ownership, consignment, and evidence before a business sale.
For Business OwnersHow Should I Document Related-Party Transactions Before Selling My Business?
A practical guide to recording owner, family, and affiliate transactions so a buyer can understand the relationship, agreements, balances, pricing evidence, and items that may change after closing.
For Business OwnersWhich Contract Clauses Could Require Consent When I Sell My Business?
Learn how to identify assignment and change-of-control clauses that may affect a business sale, organize a contract-consent register, and route uncertain provisions to qualified counsel.
For Business OwnersWhat Lease Information Should I Prepare Before Selling My Business?
Prepare a buyer-ready lease schedule covering premises, amendments, renewal options, guarantees, occupancy costs, consents, and unresolved obligations before selling your business.
For Business OwnersHow Can I Reduce Key-Person Risk Before Selling My Business?
Reduce dependence on an owner or critical employee before a sale by mapping responsibilities, delegating authority, cross-training, handing off relationships, and documenting repeatable operating routines.
For Business OwnersHow Should I Document Customer Concentration Before Selling My Business?
A practical framework for documenting customer concentration with reconciled revenue, retention, tenure, contract context, relationship ownership, and human review before a sale process.
For Business OwnersHow Do I Verify Ownership of Intellectual Property Before Selling My Business?
A practical, counsel-ready workflow for checking intellectual property registers, assignments, registrations, and third-party licenses before a business sale.
For Business OwnersHow Should I Prepare Backlog and Pipeline Reports for Buyer Review?
A practical guide to separating contracted backlog from sales pipeline, documenting evidence, timing, cancellation exposure, and historical conversion for buyer review.
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Educational information, not individual legal, tax, or investment advice. Consult qualified professionals for your circumstances. Acquivo provides software, not representation or negotiation on your behalf.