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My preparation plan

Your next steps,
in one place.

Bring together selected actions, document progress and calculations you kept. This working summary is based on your inputs; it is not a professional review.

My preparation plan →

Work stays in this tab. Nothing is sent to Rodara.

Rodara Advisory · my preparation plan

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Work through the detail

Business sale preparation worksheets.

Five Excel workbooks for the work behind the answers. Complete them with your team and advisers, at your own pace.

Clear instructions, highlighted input cells and useful summaries. No sign-up.

  1. Owner responsibilities and handover

    Map the work that relies on you, agree cover and record what happened in a handover test.

    30 responsibilities · documented test summary

    Download Excel .xlsx workbook

  2. Customer concentration

    Calculate revenue shares for related customer groups and reconcile them to your accounts.

    30 customer groups · automatic revenue shares

    Download Excel .xlsx workbook

  3. Earnings adjustments

    Build an earnings bridge after a market cost for owner roles, with evidence for each included adjustment.

    20 adjustments · earnings bridge for accountant review

    Download Excel .xlsx workbook

  4. Accountant document request

    Agree the records to gather, assign responsibility and keep track of what is available.

    20 requests · eight suggested starting records

    Download Excel .xlsx workbook

  5. Growth opportunity

    Separate evidence from assumptions, set out the costs and plan a small test with a clear next action.

    One opportunity · costs, test and decision

    Download Excel .xlsx workbook
Before you begin

Download the .xlsx file and save your own copy. Open it in Excel, then fill the pale yellow cells. Grey cells calculate automatically. Use the rows provided; use a second copy if you need more.

The earnings and customer workbooks are working aids to discuss with your accountant. They do not verify your records or establish business value. Keep sensitive documents in your agreed secure system.

These files do not send information to Rodara and are separate from your browser preparation plan.

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