Know what you are taking to market
You have put years into building customers, equipment and a dependable team. A sale asks a different question: what can the next owner take over, and what earnings can the records support?
A useful valuation conversation starts with your revenue, your role and the way your business operates. You do not need to choose a listing price before asking where you stand.
Three things to put on the table
Your earnings: separate operating profit from personal expenses, unusual costs and proceeds from selling equipment. Keep the evidence behind each adjustment.
Your handoff: consider which customer relationships, leases and daily decisions still depend on you. A buyer needs to understand what happens when you leave.
Your timing: decide how a sale fits your family, your team and the business you want to keep running until a closing actually happens.
Local details belong in the conversation
An Albuquerque restaurant, a film equipment rental shop and an industrial supplier have different transfer questions. The records that support a sale should reflect how that particular company earns money.
New Mexico tax clearance, city licensing and property arrangements can also affect preparation. Start with the issue that applies to your transaction rather than assuming every sale uses the same checklist.
A referral, with a clear purpose
This site connects business owners with an independent business valuation partner. We do not operate a local brokerage office or provide a formal appraisal, legal advice or tax advice.
Submitting a request lets the partner contact you about the business you are considering selling. A conversation does not commit you to a listing or a sale.