A buyer will ask questions the current owner may not be ready to answer. A practical gap summary, prioritized findings and a conversation about what to address before listing.
Included
High-level operational readiness review
Systems, records and transferability gap summary
Owner dependency, management coverage and training documentation
Lease, licenses, permits, insurance and contract readiness indicators
Not included: Creating SOPs, organizing records, remediation or implementation. Those require a separate proposal.
Start with a focused assessment. Then decide what support makes sense.
No long-term retainer is required to begin. The first step is a structured conversation that produces a clear scope, price and timeline before any work starts.