Operational Transferability Package

Ready to sell starts with ready to run without you.

Buyers pay more for businesses that don't depend on the owner. The Operational Transferability Package documents how your business really works, so it can be handed off cleanly and valued fairly.

Why it matters

If the business leaves when you do, there's less to buy.

When the owner is the system, buyers see risk: undocumented processes, key relationships in one person's head, and no clear way to keep things running after the sale.

Transferability turns that risk into an asset: a business with documented operations, clear roles and a handoff plan a buyer can trust.

What's included

Everything a buyer needs to keep it running.

Owner-dependency assessment

Where the business relies on you, from decisions and relationships to knowledge and approvals, and what it takes to change that.

Operations documentation

Core SOPs, roles and responsibilities, vendor and client processes, and a map of your systems and tools.

Transition playbook

A clear guide for the new owner: what happens daily, weekly and monthly, who does it, and where everything lives.

Handoff support

Support through the sale process so documentation answers buyer questions and the transition goes smoothly.

How it works

Assess. Document. Package. Hand off.

Assess

We identify where the business depends on you and what buyers will look for.

Document

We capture your processes, roles, systems and key relationships.

Package

Everything is organized into a buyer-ready operations package and transition playbook.

Hand off

I support you through the sale so the transition is clean.

Who it's for

Built for owners with an exit on the horizon.

  • Owners planning to sell in the next 6–36 months
  • Businesses that rely heavily on the owner day to day
  • Owners working with, or about to choose, a broker
  • Owners who want a stronger position at the table
Investment
From $3,500Plus a success fee paid at sale

The success fee means I'm invested in your outcome. Scope and details are tailored to your business and covered on our call.

Book a confidential call
Start early

The best time to prepare is before you list.

Not ready for the full package? Start with the Ops Audit to see where you stand.