A manufacturing sale connects financial performance to the shop floor. Explain what is produced, which customers rely on it and what an incoming owner would need to keep quality and delivery consistent.
Break down performance by product line or customer where the records support it. Explain material inputs, labour, scrap and subcontracted processes. A change in product mix can make one period difficult to compare with another.
02
Describe capacity accurately.
Separate theoretical capacity from the output achieved with current staffing, equipment and operating hours. Identify bottlenecks, maintenance needs and capital projects already planned. A buyer should be able to connect the production plan to the financial forecast.
03
Make assets and inventory understandable.
List machinery, tooling and inventory with ownership and financing details. Identify slow-moving stock and customer-owned equipment separately. Discuss premises, intellectual property and quality-related obligations with the relevant advisors before defining the sale package.
04
Plan continuity beyond the owner.
Document the roles behind technical knowledge, quoting, purchasing and key customer relationships. Explain the supplier dependencies and approvals your business uses. Ask advisors to assess any consents or requirements triggered by the proposed transaction.
PREPARING FOR A SALE
Start with the right records.
Use this as a preparation checklist. An initial inquiry only needs your contact details and a brief introduction; keep sensitive records for a later, agreed review.
Financial records and product or job margins where available
Machinery list, maintenance history and finance agreements
Inventory records distinguishing obsolete and customer-owned items
Key customer and supplier arrangements
Production, quality and management responsibilities
FROM PREPARATION TO HANDOVER
A considered sale process.
Our business-value focus is approximately CAD5–50 million, not an annual revenue threshold. The preparation questions are editorial guidance; they do not establish a valuation, buyer interest or transferable approval.
Begin with a non-sensitive introduction. Keep customer identities, employee information and detailed financial records for a later, agreed review.
Clarify your goals, timing and the assets or operations offered with your advisers.
Reconcile the industry-specific records above to your accounts and resolve gaps before presenting earnings.
Agree confidentiality and staged disclosure before providing detailed information to prospective buyers.
Compare price, payment risk, working capital and transition duties; document diligence and closing conditions with legal and accounting support.
Should the factory property be included in a manufacturing sale?
That is a transaction decision, not an automatic requirement. Clarify whether the premises are owned or leased, whether property is included, and what arrangements would let the buyer continue operating. Review the alternatives with your advisors.
What if I hold most of the technical knowledge?
Map the decisions and processes that depend on you. Training, documentation and a realistic transition period can help a buyer understand the handover required. The proposed price and terms should reflect the actual business and the support involved.
Start with a confidential conversation about selling your business. A few details are all we need to begin.
A confidential first conversation
Space to explore your options
No commitment to list your business
Good decisions start with clarity.
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