WHAT TO PREPARE
Explain the rhythm behind the order book.
Show seasonality and customer mix
Review sales over consistent periods and distinguish repair demand, new construction, equipment, and replacement parts. Explain exceptional weather or large projects using your own records. Identify how receivables and stock levels move through the year.
Gather equipment and supplier arrangements
Collect written product-line agreements, rebate terms, warranty procedures, and return policies. Identify equipment that has been superseded or ordered for a specific customer. Flag ownership-change questions for adviser and supplier review.
Document counter and delivery operations
Map the people responsible for technical sourcing, contractor credit, dispatch, and returns. Record what happens when a key employee is away. Include training and source references for product questions rather than promising that every task is interchangeable.
Your first-pass checklist
- Monthly sales and inventory patterns
- Contractor and customer concentration reports
- Equipment-line and rebate agreements
- Warranty, return, and obsolete-stock records
- Counter, credit, and delivery responsibilities
Should seasonal inventory be treated as slow-moving?
Review timing and product history before applying a label. Separate stock held for a known seasonal pattern from superseded equipment or items with no recent demand. Document the reasoning and review it with your accountant.
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.
