Field notes
A 90-Day Plan to Improve Business Value Before a Sale
You do not need to transform every part of a business before it becomes more valuable. A focused 90-day plan can make the operation easier to understand and the risk easier to price.
Days 1–30: make the facts clean
Reconcile revenue, expenses and add-backs. Update the asset list, contracts, lease information, staff records and customer mix. Write down the owner tasks that are not documented.
Days 31–60: reduce transfer risk
Document the five most important processes, delegate one owner-only responsibility, improve customer and supplier records, and address one compliance or maintenance issue. The goal is not cosmetic change; it is evidence that the business can operate consistently.
Days 61–90: package the story
Prepare a one-page business overview, a three-year financial summary, a risk register and a transition plan. Use the free valuation tool and, if useful, a deeper appraisal to identify questions a buyer will ask.
Do not inflate short-term sales or create artificial expenses just to change a number. Sustainable value comes from maintainable earnings and lower uncertainty.