The Broker’s Checklist: 10 Things to Do Before You List Your Business: With Sally Stuart

Selling your business isn’t something you decide on Monday and complete by Friday — it’s a strategic, multi-step process that can take 12 months, 18 months, or even years to get right. In this episode of Built to Sell | Built to Buy, host Sam Penny sits down with returning guest Sally Stuart, one of Australia’s top business brokers specialising in healthcare, allied health, aged care, and NDIS businesses.

Together, they go list-to-list, comparing their Top 10 Must-Do Items before taking a business to market. From the broker’s vantage point to the business coach’s perspective, you’ll hear where they agree, where they differ, and how each point can significantly impact your sale price.

What You’ll Learn in This Episode:

• Why defining your reason to sell should be the very first step.
• The role of professional valuations — and why “what you think it’s worth” isn’t enough.
• How to clean up your financials and avoid scaring off buyers.
• Legal and compliance essentials that can derail a sale if ignored.
• Documenting your SOPs to increase value and reduce risk.
• The dream team of advisers you need before you go to market.
• Marketing materials that make your business irresistible — including the IM and pitch deck.
• Identifying and resolving key person and operational risks.
• Why removing owner dependency opens the door to more buyers.
• Managing employee and customer impact for a smooth transition.

Why Listen?
If you’re a business owner even thinking about selling in the next 2–3 years, this episode could be worth hundreds of thousands of dollars to you. Sam and Sally unpack practical, actionable strategies you can start implementing today to boost your valuation and make your business irresistible to the right buyer.

Connect with Sally Stuart:

• LinkedIn: Sally Stuart
• Email: [email protected] | [email protected]
• Phone: 0437 082 045

Resources & Links:

• Follow the podcast so you don’t miss the next episode.
• Download both Sam’s and Sally’s checklists from this episode to start preparing your own sale-ready blueprint -> CLICK HERE
• Want to work 1:1 with Sam? Exclusive coaching for podcast listeners: CLICK HERE