Use this checklist to identify what is ready to show a serious buyer, what needs an explanation and which disclosures should wait until confidentiality terms are agreed.
Financial quality
- [ ] Current accounts and supporting bank/tax reconciliations are available.
- [ ] Normalized EBITDA adjustments are documented and defensible.
- [ ] Revenue by client, service and contract period is mapped.
- [ ] Debts, contingent liabilities, taxes and related-party balances are recorded.
- [ ] Working capital and cash requirements are understood.
Customers and contracts
- [ ] Top customer concentrations are calculated from the same revenue period.
- [ ] Contracts, expiry dates and assignment/change-of-control provisions are indexed.
- [ ] Renewals, churn, service-level terms and disputes are described accurately.
- [ ] Intellectual-property and subcontractor commitments are identified.
People, technology and compliance
- [ ] Key managers, retention risks and succession needs are documented.
- [ ] Employment and contractor arrangements have been reviewed.
- [ ] Security/privacy obligations, client data access and incident records are documented.
- [ ] Software subscriptions, equipment and data ownership are distinguished.
- [ ] Industry and location permits have current evidence.
Sale process
- [ ] Seller authority to transact is documented.
- [ ] Proposed sale structure and exclusions are clear.
- [ ] A factual anonymized teaser can be shared safely.
- [ ] Confidential documents will be released through an agreed process.
- [ ] Independent legal, financial and tax advisers are involved as appropriate.
Use the valuation tool to explore how normalized earnings and risk assumptions affect an indicative range. Read how to sell a BPO business for the larger process.
If you are authorized to discuss the sale of a BPO business, you can ask about potential future listings. We do not currently offer an open listing or brokerage service.
This is a preparation aid, not a certificate of readiness or legal compliance.