An organised document index
A consistent structure for the agreed records, with dates, versions and document owners. Drafts and missing items are labelled so your advisers can find the material they have asked to review.
Give your advisers an organised starting point
Business sale preparation
Preparing to sell a business creates a second workload alongside running it. I help organise the information your appointed advisers need, follow up missing documents and keep the preparation plan moving, so you have a clearer view of what still needs attention.
Practical support
What you can ask me to deliver
For an owner preparing for a sale, responding to an approach or getting ready for buyer questions. Particularly useful when records sit across different people, systems and email threads, and your solicitor or accountant has supplied a preparation checklist.
A practical request tracker
Each request has an owner, next action and target date. Questions needing an accountant, solicitor or another specialist are routed to that person and kept open until they respond.
A useful handover
A concise summary of documents collected, unanswered requests and decisions required. You and your advisers receive an agreed record of the preparation work and remaining tasks.
The work follows your professional advisers’ checklist
- Confirm the sale stage, people involved and the material your advisers have requested.
- Organise the approved document set, including business, property and funding records where relevant to the brief.
- Coordinate questions and follow-ups with the people authorised to provide the information.
- Prepare an index for an agreed secure workspace or data room, with sharing approved by you and the responsible adviser.
- Maintain a short progress report and hand over unresolved items with named owners.
Responsibilities stay clear.
This service organises preparation. Your appointed professionals assess the business, verify financial and legal information, advise on disclosure and conduct due diligence. I do not value the business, recommend a sale price, advise on tax or legal structure, find buyers or negotiate a share sale under this brief. You retain decisions, signing authority and control of funds.
A manageable first assignment
We can begin with one defined document set or workstream. Before you commit, we agree the expected output, the information available, timing, fees and follow-up limits. Any additional work is discussed before the brief expands.
From brief to handover
Four clear stages
The timetable follows the project and the people supplying information. These stages explain the work, rather than promising an approval or completion date.
Agree the preparation brief
Start with the adviser checklist, proposed timetable and your priorities. Agree the document set, deliverables, fees, access permissions and the person who can approve changes.
Build the index
Organise the material already available and distinguish final records from drafts. Record gaps against the checklist without treating a missing file as a conclusion about the business.
Follow up the gaps
Request agreed items from their owners, track responses and escalate questions that need professional judgement. Keep the preparation timetable current.
Review and hand over
Walk through the index, open requests and next decisions with you or your adviser. Agree whether the assignment ends or a further phase is needed.
A business owner has a checklist, but little time
The situation
An owner is considering a sale while managing day-to-day operations. Their solicitor and accountant have requested documents, but no one has a current view of what has been supplied.
The work to agree
A defined first assignment could organise one agreed document set, consolidate requests and establish an owner and next step for each missing item.
A useful output
The intended output is an indexed preparation pack and an open-actions summary for professional review. This does not establish a valuation, certify sale readiness or promise a completed sale.
Before we begin
Your questions, answered
Can you help before I have a buyer?
Yes. We can discuss a bounded preparation assignment around your objectives and the checklist agreed with your solicitor or accountant. If you have not appointed them yet, we can first discuss what professional input is needed.
Link to this answerDo you check that the figures and contracts are correct?
I can organise records and flag inconsistencies or missing items for the relevant adviser. Your accountant, solicitor and other appointed specialists verify the information and provide their own conclusions. An organised pack is not a due-diligence report.
Link to this answerHow are fees and confidential documents handled?
The scope, fees, document volume, follow-up arrangements and delivery expectations are agreed before work begins. Confidential records are shared only through an agreed route with authorised recipients. Use the initial enquiry for a short outline, without uploading sensitive documents.
Link to this answerUseful official guidance
Reference points checked 19 October 2026. Ask the responsible professional or receiving organisation to confirm the requirements for your project.
- GOV.UK: Selling or transferring a business — A starting point for discussing sale responsibilities and professional advice.
- GOV.UK: Running a limited company — An overview of directors’ responsibilities, which remain with the responsible people.
Start with the task you need taken forward.
A short outline, your deadline and the professionals already involved are enough for a first conversation.