WHAT TO PREPARE
Show how specialist knowledge becomes repeatable.
Describe the sources of demand
Separate planned maintenance, emergency replacements, OEM demand, and project work. Note unusual outages or one-off stocking orders in the sales history. These details help explain volatility without asking a reader to guess its cause.
Organize technical sourcing knowledge
Gather manufacturer references, cross-reference procedures, and escalation contacts. Describe who handles application questions and which decisions require manufacturer input. Make technical information available through documented sources instead of relying on one person’s memory.
Review the product-line relationships
List key suppliers, authorized lines, rebate arrangements, and written terms. Flag transfer or consent questions for review with advisers and suppliers. Identify obsolete parts and customer-specific inventory that require a separate explanation.
Your first-pass checklist
- Sales mix by maintenance, OEM, emergency, and project work
- Key product-line and supplier agreements
- Cross-reference and escalation procedures
- Inventory aging and discontinued-item reports
- Responsibilities for technical support and purchasing
Does an authorized product line automatically transfer?
Do not assume so. Gather the agreement and identify any provisions about ownership changes or consent. Your advisers can help determine which questions need to be resolved with the manufacturer during a potential transaction.
Prepared by Old Growth, the acquisitions division of Deep Forest AI. These prompts help organize a discussion with your advisers. They are not a valuation, technical instruction, or an offer.
