If you’ve ever thought, “I’d sell… but I’m not sure the business is ready,” you’re not alone. Most small-business owners hesitate to start the process because they’re unsure where to begin—or they assume it’ll take months to prepare.
The truth? You don’t need years of prep. And you don’t need to figure it out alone.
At LevelStar, we guide Colorado owners through a focused, step-by-step process that gets your business listed confidently—often faster than you’d expect.
Here’s what matters most, and how we help you handle it.
1. Get Financials Buyer-Ready—with Help Every Step of the Way
Clean, organized financials drive buyer confidence—and smooth closings. But if your books aren’t perfect, that’s okay. That’s where we come in.
- Review your financials and identify key add-backs (like owner salary, personal vehicle expenses, one-time costs, etc.)
- Organize your profit & loss statements, tax returns, and balance sheets for presentation
- Help ensure your financials align with what buyers and lenders expect
- Coordinate with your CPA or bookkeeper if additional cleanup is needed
Tip: You don’t need everything perfectly polished to start the conversation—we’ll meet you where you are and build a plan to move forward.
2. Organize the Essentials (Without Overthinking It)
We’ll help you gather and prepare the core business documents buyers want to see, such as:
- Copies of leases, vendor contracts, and customer agreements (if available)
- Business licenses and insurance policies
- Equipment and asset lists
- Employee roles and wage summaries
Not everything needs to be perfect. We’ll flag what matters most now—and what can be handled along the way.
3. Create a Simple Owner’s Playbook
Buyers see risk when everything runs through the owner. But you don’t need a 100-page manual to show operational value.
- Identify key day-to-day processes (quoting, scheduling, payroll, etc.)
- Outline them in simple checklists or short videos
- Highlight team members who help the business run smoothly
When you focus on documenting the core procedures buyers care about, you demonstrate that your business can run—and grow—without you at the center.
4. Start Planning for Life After the Sale
We’ll also talk through the big picture:
- Do you want to walk away immediately—or stay on for a smooth handoff?
- Would you consider part-time consulting for a few months?
- Are you open to seller financing or earn-out options?
These conversations shape how we position your business—and find the right buyer. They also ensure you stay in control of the process.
5. You Run the Business—We’ll Run the Process
Selling your business doesn’t need to become your second job. While you stay focused on operations, we manage the process behind the scenes.
- Creating your blind teaser and confidential marketing materials
- Screening and qualifying buyers
- Securing NDAs and protecting confidentiality
- Coordinating communication between lenders, attorneys, and CPAs
- Managing timelines, documents, and next steps—so nothing falls through the cracks
You keep running your business. We’ll keep the deal moving forward.
You Don’t Need to Have It All Figured Out
Many of our most successful sellers started with a simple question: “Is now the right time?”
The best way to find out is with a conversation—not a commitment.
Here’s What We’ll Cover on a Free Consultation Call:
- Where your business stands today (and where we can help tighten things up)
- What buyers are looking for in your industry
- What you could expect in terms of value, buyer types, and deal structure
- How to move forward at your pace—with a team that supports you from first step to final signature
Selling your business is a big move. Let’s make the first step a confident one.