Already with a broker? · Before you list
A second opinion before you list your business.
A one-week rehearsal of the buyer's due diligence, run on the pack your broker has prepared before it goes to market. You get the five questions most likely to cost you money at the table, in writing, with what to do about each one.
At a glance
- Takes
- five working days
- Fee
- NZD 2,500 ex GST, fixed
- You get
- the five questions, ranked, with what to do about each
- I need
- the broker pack and the financials it relies on
- Available
- before advertising or showing the business to any buyer
Why it exists
The listing is written to sell. Due diligence is done to buy.
A good broker writes an information memorandum that explains the business and its opportunity. A buyer's accountant and lawyer then examine the supporting evidence. Unanswered questions can affect price, terms or whether the buyer proceeds. The Second Opinion helps you identify those questions before listing. The note is for you. There is no contact with your broker, a buyer or a buyer's adviser; you decide what to pass on.
What you get, in five working days
- The five questions most likely to move the price, ranked by dollars at stake.
- For each: the possible price effect as a range, and the fix or disclosure to consider before listing.
- A one-page list of the questions a buyer may ask in week one.
- A 45-minute call to walk through it.
Invoiced on signing and payable before work starts. Available only before the business is advertised or shown to any buyer. No valuation range or readiness score is included.
Before you engage
What this pre-sale review can tell you.
For a New Zealand business already working towards listing, with an information memorandum and financial records available.
A focused second look
I compare the story in the pack with the supporting information and identify the questions that deserve attention. Your broker keeps responsibility for the listing, buyer enquiries and negotiation. Your accountant and lawyer assess the professional matters.
Clear limits on the work
This is a preparation review, not an audit, a registered valuation, legal advice or a formal financial vendor due diligence report that a buyer can rely on. We agree the documents and scope before starting. If specialist work is needed, I flag it.
If the pack is not ready yet
The broader Sale-Readiness Review may be a more useful starting point. To organise what you already have, use the business sale checklist. The seller's guide to due diligence preparation explains the different roles.
A conversation first
Listing in the next couple of months?
Twenty minutes on the phone and I'll tell you whether a Second Opinion is worth your money. Sometimes the honest answer is that the pack is fine.
