Organize the financial, customer and operational details that help a serious buyer understand your company. Use this checklist freely. No email required.
This is a planning aid, not a readiness score or prediction of sale value. Your selections stay on this page.
You do not need every item checked to begin a conversation. A missing record is a preparation task, not a verdict on the company. Start with financial consistency, customer concentration, key-person dependence and the terms that affect your transition.
Keep documents private until you agree on an appropriate exchange process. The checklist supports preparation; it does not authorize disclosure or predict a sale price.
Read the due diligence guide →A private place to start
Request a confidential HVAC business valuation or consultation with Sunny.
Thinking about retirement, weighing an offer, or ready to sell? Share a little about your business. Detailed financials can wait until you agree on the next step.
Call Sunny: 832-712-4162Your inquiry is for Sunny’s advisory team. It does not create a public listing or authorize buyer outreach.