Readiness check
Where might a buyer ask harder questions?
About 3 minutes. Get your score, what it means and three starting priorities.
Start the check →Free tools for NZ owners
Tools to prepare your business for sale.
Start with the question on your mind. Check your readiness, explore a value range or organise your documents. Each tool gives you a result and a clear way to discuss it with Oscar. No sign-up.
My preparation plan →
Work stays in this tab. Nothing is sent to Rodara.
Value explorer
Which assumptions change the calculation?
About 2 minutes. See the range, the assumptions and what to check next.
Explore a range →Preparation tracker
What do I need to gather?
Six short sections. See what is available, what is missing and where to start.
Open the tracker →Your work, together
A plan you can act on.
Your results and selected priorities in one place. Download them for your advisers or choose what to include in an enquiry to Oscar.
Open my preparation planIllustrative finding
A customer relationship to understand.
Your largest customer accounts for 25–35% of revenue. Confirm the percentage, gather written terms and record who holds the relationship.
Your result explains the question to explore and a first action. This is an example, not a finding about your business.
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.
- Download Excel .xlsx workbook
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
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
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
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
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
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.
Want to discuss what you find?
Talk it through with OscarInclude the key findings in your message. You choose what to share.