WHAT TO PREPARE
Capture the know-how behind the order.
Show product and service work separately
Describe the mix of component sales, hose assemblies, repairs, field calls, and other services. Use consistent categories when reviewing sales and margins. Explain how labor, materials, and call-out work are recorded so a reader understands what the numbers represent.
Document the assembly and service process
Gather the procedures, manufacturer references, equipment records, and training records your team actually uses. Map who is authorized and capable of each task. A sale checklist should help locate these records; it does not replace technical or safety requirements.
Identify key-person and supplier dependencies
List the relationships and technical questions that currently come to the owner. Identify important product lines and written supplier arrangements. Review what a change of ownership could mean for those arrangements with the supplier and your advisers.
Your first-pass checklist
- Sales mix for components, assemblies, repairs, and field work
- Equipment register and maintenance records
- Current procedures and manufacturer references
- Skills map for counter, assembly, and service staff
- Supplier arrangements and open customer jobs
How should we explain the owner’s technical role?
Write down the decisions only the owner currently makes, how often they occur, and what information they require. This gives a potential buyer something concrete to discuss and gives your team a starting point for knowledge transfer.
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.
