Example

Sample Sell‑Side Sprint Report

This is an example of the structure and level of clarity you can expect. It uses hypothetical numbers and a generic business profile to show format — it is not a real client case study.

Audience: Australian family business owners considering a sale in the next 6–24 months.

1) Buyer‑style snapshot (what a buyer will ask first)

Indicative value range
$2.4m – $3.2m
Example only. Range depends on industry, concentration, and buyer type.
Adjusted profit (annual)
$620k
After normalising owner wages, one‑offs, and discretionary items.
Readiness score
6.5 / 10
Sellable, but price/terms improve with 3 fixes.

Quick interpretation: The business is valuable, but buyers will push on (1) customer concentration, (2) owner dependency in quoting, and (3) messy job costing. Fixing those changes both price and terms.

2) What will increase price vs what will slow/kill a deal

Price boosters
  • Recurring revenue / repeat customers
  • Documented systems (quoting, delivery, complaints)
  • Stable key staff with a retention plan
Buyer concerns
  • Top customer = 28% of revenue
  • Owner approves every quote > $10k
  • Supplier pricing not documented
Terms risks
  • Buyer likely asks for a longer handover
  • Buyer may want a holdback / deferred payment
  • Buyer will ask for warranties on revenue/claims

3) Data room checklist (what you’ll be asked for)

This is the practical list that stops the process stalling.

Financial
  • Last 3 years financials
  • BAS + ATO accounts summary
  • Owner add-backs list (plain English)
  • Customer/supplier concentration
Operations
  • Key roles + org chart
  • Core systems (CRM, job management)
  • Top 10 processes (SOPs)
  • Equipment list + maintenance
Legal / commercial
  • Lease + options
  • Key contracts (customers/suppliers)
  • Insurance, claims history
  • Employment agreements (key staff)

4) Next‑90‑days plan (priority order)

  1. Reduce customer concentration: build a pipeline plan + diversify revenue (target: top customer < 20%).
  2. Reduce owner dependency in quoting: create a quoting playbook + delegate approvals in bands.
  3. Clean job costing: consistent categories + simple monthly review that a buyer can follow.

If you want help implementing the data room and buyer-ready numbers, that becomes the optional Data Pack.

Want yours? Start with the free assessment and we’ll tell you (in plain English) what a buyer will push on.

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