Tool / 03 - Seller strategy

Turn a planning range into a sell-side decision map.

Connect value, structure, and readiness without pretending the tool can replace a real transaction team.

Your model. Your terms.

Choose the ownership model first. Every calculation stays editable, and the output tells you what deserves real diligence.

Decision map

Value, structure, readiness.

Base planning value$1,600,000Your editable base assumption

Scenario envelope$1,400,000 - $2,000,000Low to high planning case

Cash at close$1,280,00080% of base scenario

Seller-note principal$320,00020% of base scenario

Monthly seller-note payment$6,336.385 year scheduled payment

First 12-month receipts$76,037Scheduled, before tax analysis

Use this as a discussion sequence, not a close forecast.

Value first. Structure second. Transition and diligence throughout.

Diligence lens

Normalize earnings before circulating a number to a buyer.
Decide whether the target is a book transfer, owner-operator sale, or strategic enterprise deal.
Prepare retention, concentration, staff, and producer documentation before diligence starts.
Use a note only when the price, security, and buyer cash flow work together.

Sequence the sale like an owner.

Normalize earnings before circulating a number to a buyer.

Decide whether the target is a book transfer, owner-operator sale, or strategic enterprise deal.

Prepare retention, concentration, staff, and producer documentation before diligence starts.

Use a note only when the price, security, and buyer cash flow work together.