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Seller’s Readiness Roadmap

A Series of Guided Steps for Agency Owners Considering a Sale

Selling your agency doesn’t have to feel like a leap in the dark. The Seller’s Readiness Roadmap is a guided, step-by-step program designed specifically for smaller agencies. It helps you become buyer-ready quickly, confidently, and without stress, so you can maximize your agency’s value. Even if a sale isn’t on the immediate horizon, it’s never too early to begin preparing. Starting the process now puts you in control of your future and positions your agency for the best possible outcome, whether you plan to transition ownership internally or sell to an external buyer.

Why Choose the
Seller’s Readiness Roadmap


Clear Actionable Plan

stay on target

 


Maximize Value

enter negotiations informed

 


Structured & Guided

step-by-step exercises

 

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How It Works

Gather your agency’s key information and work through a series of guided exercises with our help.  We’ll review your input, offer tailored feedback, and share the completed deliverables. Together, we make sure your agency is fully prepared, confident, and buyer-ready. The readiness package includes the following steps and deliverables:

Know Your Numbers
Agency Valuation Snapshot 

Understand your agency’s worth with a valuation based on your financials.

Understand Your Value
Value Driver Assessment

A tailored report identifying strengths, risks, and where to shore up value.

Operational Readiness
Process & Contract Review

Pinpoint gaps before due diligence to avoid surprises during negotiations.

Seller Readiness
Exit Options Review

Define what type of deal structure aligns with your goals.

Agency Prospectus​
Structured Outline

Create a ready-to-share profile highlighting your agency’s strengths.

Prepare for Buyer Q&A
Prepared Q&A Document

Anticipate buyer questions and craft confident, credible responses.

Start Due Diligence​
Due Diligence Checklist

Start buyer due diligence early with a full checklist and document review.

Your 90-Day Prep Plan
90-Day Seller Roadmap

Get a step-by-step plan with checkpoints to stay on track.

Time Investment & Cost

Typical Completion: 4-6 Weeks

Cost: $7,500 for members | $9,000 for non-members

Interested in Learning More?

Fill out the form below or give Laurie a call at 610-374-9093.