Process documentation for a business sale
A buyer isn't just acquiring your clients and contracts. They're acquiring a way of working, and they need to see that it exists somewhere other than in your head. If your onboarding, ticketing and service delivery only work because you personally hold them together, that's not a strength a buyer rewards. It's a risk they price in.
What a buyer's process due diligence covers
• Documented client onboarding and ticketing standards.
• Standard operating procedures for core service delivery.
• Quality and compliance certifications, and what they actually require day to day.
• Business continuity and disaster recovery plans.
• Evidence that the business runs without you personally in the room.
Where this catches sellers out
Most owners know exactly how onboarding should go, in their head. The gap is between knowing it and being able to hand it to a buyer as a document. Trying to write all of it down in one sitting the month before a sale is overwhelming. Documenting it gradually, over twelve to twenty four months, one process at a time, is not.
How MSP Sale Readiness helps
We help you work out which processes to document first, the ones a buyer will ask about earliest and the ones that carry the most risk if they're missing, then set a realistic timeline for you to get them written down. You don't need everything documented tomorrow. You need the right things documented before a buyer starts asking.
Ready to get your process documentation in shape?
Want a quick sense of where you stand on processes? The free readiness assessment covers processes alongside the other eight areas in about three minutes.