How it works
A business file, built one clear step at a time.
Explore the wider journey: prepare the business, browse anonymous listings, review information in a data room and understand the handover. Working tools and demonstration-only actions are clearly distinguished.
Start with your company
Record the organisation number and the information you know. Keep the distinction between the company, its owners and the person preparing the file clear.
Describe what a future owner needs to know
Explain the work, customers, team and day-to-day responsibilities. Note what depends on you and what a new owner would need to learn.
Keep figures understandable
Record financial years and distinguish facts from estimates. Missing accounts, uncertain numbers and one-off items should remain visible.
Use a practical document checklist
Gather accounts, important agreements and evidence of authority. The preview records checklist progress; it does not accept document uploads.
Review and export
Read your preparation report and print it or save it as a PDF using your browser. Share it independently with an accountant or lawyer you choose.
Continue at your pace
The draft stays in this browser when local storage is available. Use the export to keep a separate copy. Clearing browser data or changing devices can remove access to a local draft.