• 905-305-8775
  • 675 Cochrane Drive West Tower, Suite 220 Markham, ON, L3R 0B8

Pre-Sale Planning


Pre-sale planning will be critical for business owners looking to sell the business over the coming decade as we see the largest transfer of private wealth in history occur. The increasing supply of businesses for sale will create a buyer’s market, in which buyers will only pay top dollar for the most attractive businesses. Business owners that come to market prepared will likely sell for a premium, potentially significant, to those that have not invested the time and effort to prepare for a sale.


VSP works with business owners to develop an effective strategy for selling the business and to help prepare the business for sale. This pre-sale planning with help to ensure the business owner’s goals are achieved value is maximized at the time of sale.

Pre-sale planning starts with an assessment of how sellable the business currently is. Key value drivers are identified to help enhance the business’ strengths and improve the company’s weaknesses to enhance it overall value. Pre-sale planning culminates in the preparation of an attractive teaser document, confidential information memorandum (CIM), and perhaps the compilation of a pre-sale due diligence package for qualified potential purchasers to review.


Business owners can begin their pre-sale planning by taking a short questionnaire to determine the company’s “Sellability Score”. This short questionnaire is designed to help business owners review the current condition of their business and identify what initiatives need to be undertaken to protect and increase their family’s wealth. This Sellability Score questionnaire should be taken at least 3 to 5 years prior to the planned exit from or sale of the business.

A complimentary report detailing your company’s performance on 8 key drivers that will increase the value of the business. The questionnaire can be completed online at: http://www.sellabilityscore.com/vsp/jason-kwiatkowski Contact a VSP professional to schedule a complimentary consultation to review your Sellability Score.

get advice

Contact us for information or any queries related to PRE-SALE PLANNING