Free guide · 10-step checklist

Thinking about selling your home service business? Start with this 10-step checklist.

The step-by-step guide to preparing your company for sale, from deciding you're ready to handing over the keys. Free from owners who've done it.

  • Know if you're truly ready to sell before you talk to a single buyer
  • See the five factors that drive your valuation, and the documents buyers will ask for
  • Understand the deal terms that matter as much as price
Free guide The Ultimate Seller's Checklist V2 Strategy Advisors logo
Written by home service owners who built and sold their own companies.
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Who it's for

Built for owners at every stage

Owners thinking about selling

You've been getting calls from buyers and want to know what a sale would actually involve.

Owners planning one to five years out

You want to know what to fix now so your company is worth more when the time comes.

Owners with an offer in hand

You want a clear list of what to check before you sign anything.

What's inside

10 steps, in the order you'll need them

A practical checklist you can work through on your own, or with your CPA and attorney.

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  1. 1Four questions to decide if you're truly ready to sell
  2. 2The five factors that drive your valuation, and the financial documents buyers will want
  3. 3How to make the business less owner-dependent and clean up legal and compliance issues
  4. 4What buyers check in due diligence, and the three types of buyers to consider
  5. 5Deal terms beyond price: payment structure, earnouts, your transition period and taxes
Who wrote it

From owners who've been on your side of the table.

V2's founding partners built and sold their own home service companies. This guide is what they wish someone had handed them before their own exits.

Matt Hullander
Matt Hullander
Co-founder · Built & sold a home remodeling company

“Preparation beats negotiation. Owners who start early keep more of what they built.”

Chad Haney
Chad Haney
Co-founder · 30+ years owning a pest control company

“Walk into buyer conversations with clarity. Knowing your numbers and your goals changes the whole deal.”

Questions

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Keep going after the checklist

All free guides →
5 Steps to Prepare Your Business for Sale 5 Steps to Prepare Your Business for SaleThe groundwork that makes your company buyer-ready before you go to market.Get it free → What's Your Business Worth? What's Your Business Worth?How buyers value home service companies, and how to raise your number.Get it free →
You only sell once. Start informed.

Get the checklist owners use to prepare for the biggest transaction of their career.

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