WHAT TO PREPARE
Make each part of the business visible.
Separate products from service work
Group sales into consumables, equipment, repairs, rental, and gas-related activities where applicable. Show how labor and materials are recorded. Note unusual equipment orders separately from the everyday replenishment pattern.
Clarify ownership and obligations
If cylinders, leased equipment, or customer-held assets are involved, gather ownership records and written arrangements. Identify deposits, returns, supplier obligations, and unresolved discrepancies. Ask qualified advisers to review obligations relevant to a potential sale.
Capture service and product knowledge
Document repair intake, manufacturer escalation, warranty handling, and the training records your operation maintains. Identify key-person dependencies and locate current product documentation. A sale checklist does not replace technical training or applicable safety requirements.
Your first-pass checklist
- Sales mix by consumables, equipment, and service
- Asset ownership, rental, and cylinder records where applicable
- Supplier and manufacturer agreements
- Open repairs, warranties, and customer deposits
- Training records and technical support responsibilities
What if the owner handles most equipment recommendations?
List the recurring questions, source documents, manufacturer contacts, and decisions involved. Identify which tasks another qualified employee already handles and which need training. This creates a concrete starting point for a transition discussion.
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.
