My Due Diligence Readiness Checklist for Agency Owners

Preparing for due diligence is one of the most critical steps when selling your agency. Buyers will scrutinize every aspect of your business, from financials and contracts to intellectual property and compliance. A well-organized and proactive approach minimizes risks, streamlines negotiations, and ensures you achieve the best possible outcome. This checklist provides a structured guide to help agency owners get deal-ready and confidently approach potential buyers.

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    In my Readiness Checklist,
    you'll learn about:

    • Legal & Compliance Readiness – Ensure your corporate structure, governance documents, and regulatory compliance are in order to prevent legal complications during due diligence.
    • Tax & Liability Readiness – Organize tax filings, audits, and financial obligations to avoid unexpected liabilities that could impact the deal.
    • Contracts & HR Readiness – Review client and vendor agreements, employee contracts, and retention plans to ensure smooth transferability and minimize post-sale risks.