For owners heading to market
Buyers pay more for a tidy business.
Selling your business? Messy systems and unreliable data are the two biggest reasons due diligence drags on and offers get chipped away. The Tidy-Up Package cleans up your data, sorts your systems and writes down how everything runs, so business exit planning goes from a headache to a handshake.
Systems audit
Handover pack
What’s included
Everything a buyer’s due diligence team will ask for, sorted before they ask.
We audit, tidy and document your systems so the business stands on its own, not on what’s in your head.
01
Systems audited, tidied and documented
Every tool the business runs on gets reviewed, cleaned up and written down, so nothing depends on tribal knowledge.
02
Data cleaned so the numbers stand up
Duplicate records, stale entries and inconsistent reporting sorted, so the figures hold up under scrutiny.
03
A handover pack the next owner can run on
A clear, documented picture of how the business actually operates: the thing every buyer asks for and few sellers have.
Why it matters
A tidy business exit strategy protects the number on the offer.
- Due diligence moves fasterClean records mean fewer follow-up questions, fewer delays, and less time for a buyer to get cold feet.
- Messy data is a discount, whether you like it or notBuyers price in the risk of a business they can’t fully verify. Clean systems remove that discount.
- The business survives without youA documented handover pack proves the operation runs on systems, not on the owner staying late every night.
- You go into negotiations with a straight answerKnow exactly what the business’s systems and data are worth before a buyer tells you what they think it’s worth.
1st
Impression a buyer’s due diligence team forms in the first data room review. A tidy handover pack sets the tone for the whole negotiation.
How it works
From “how do I even start” to a handover pack that’s ready to send.
We say what it costs and how long it takes before we start, then we stick to it.
- 01
Tell us where you’re at
Whether you’re actively talking to buyers or just starting to think about business exit planning, we start with a straight conversation about timeline and what’s involved.
- 02
We audit your systems and data
Every system the business runs on (CRM, finance, operations) gets reviewed for gaps, duplication and anything that wouldn’t survive a buyer’s questions.
- 03
We clean, document and organise
Data gets tidied, processes get written down, and everything is pulled into a structure a buyer’s advisors can move through quickly.
- 04
You get a handover pack, ready to hand over
A documented, organised picture of how the business runs, built for due diligence and for whoever runs it next.
Questions
Common questions about selling your business.
What is business exit planning?
Business exit planning is the work of preparing a business to be sold, handed over or passed on: getting the finances, systems and documentation in a state where a buyer can verify what they’re actually buying. The Tidy-Up Package covers the systems and data side of that process.
How do I sell my business?
Most sales go through a business broker or direct negotiation, and either way, the process is smoother when your systems, data and records are already clean and documented. Buyers and their advisors move faster, and negotiate harder, when they can trust what they’re looking at.
How long does a tidy-up take before selling my business?
It depends on how much is currently undocumented and how many systems the business runs on. We give a clear timeframe once we’ve seen where things stand, and work to your sale timeline.
What’s actually in the handover pack?
A documented picture of how the business runs day to day: systems and access, standard operating procedures, cleaned data, and a structured data room ready for a buyer’s due diligence team.
Do I need this if I’m using a business broker?
Yes. A broker markets the sale, but they don’t clean up your CRM or document your processes. The Tidy-Up Package is the operational groundwork that makes the broker’s job, and the buyer’s due diligence, faster.
Who we are
A local outfit you can ring up.
Kiwi-owned and run
No offshore handoffs, no ticket queues. You talk to the people doing the work.
Already trusted
A range of NZ businesses run on systems we look after: engineering firms, trades, service companies.
Straight answers
We say what a job will cost and how long it will take before we start, then we stick to it.
Thinking about selling? Start with the systems.
Tell us where the business is at and when you’re hoping to sell. We’ll tell you what needs tidying, what it costs and how long it takes.
Get in touch