For Business Brokers & M&A Advisors
Give early-stage owners a clear first step.
An owner is interested in a future sale, but their expectations and questions are still unorganized. SellerPreparation gives them a private way to begin; Seller Progression Workflow™ (SPW) gives you a separate professional workflow when you want to guide preparation in your practice.
Interest → Visibility™ → Interpretation™
- 01
An owner raises the idea
A future sale or transition is on their mind, but they may not be ready for a transaction conversation.
- 02
The owner organizes their thinking
SellerPreparation lets the owner work privately through educational materials and record their own observations.
- 03
A professional can guide what follows
With SPW, a professional uses a structured Stage 1 and Stage 2 workflow in their own practice.
Two Connected Paths
For owners. For professionals.
SellerPreparation.com · For owners
The owner completes preparation independently.
Owners use a private, self-guided experience. They complete their own downloaded PDFs locally, record observations and questions, and may choose to bring their documents to a professional. Their answers and progress are not shared with a referring professional.
SPW · For professionals
Guide preparation in your own practice.
Licensed professionals use guides, working documents, a library and the SPW Assistant™ to give owner conversations direction. SPW is not a CRM or an automatically generated owner analysis.
“Powered by SPW” identifies the shared methodology, not a shared purchase or account. An owner does not need an SPW license; a professional does not need to buy SellerPreparation to use SPW.
See It First
Try the experience an owner sees.
The Professional Workflow
From owner observations to a more focused conversation.
Stage 1 — Visibility™
The Seller Walkthrough™ and Owner Readiness Snapshot™ (ORS™) help surface an owner's expectations, questions and observations.
Stage 2 — Interpretation™
The Transaction Readiness Implications Review™ (TRIR™) and Transaction Readiness Understanding Summary™ (TRUS™) provide educational context and conversation priorities when appropriate.
SPW does not provide brokerage, valuation, legal, tax or transaction advice, certify readiness, or replace professional judgment.
Ways to Participate
After the owner experience, choose what fits.
Pilot Program™
Evaluate SPW in practice
A limited professional evaluation before deciding whether to license. No automatic paid conversion.
Licensing
Use SPW professionally
Authorized professional-use materials for your own practice, with individual and organizational options.
Owner Referrals
Send an owner independently
You may direct an owner to SellerPreparation without an SPW license or Referral Partner enrollment. Tracked, compensated participation is optional and subject to its own terms.