Grow with Chantel Ray Finch Business Brokerage
Confidential Business Exit Planning
Thinking About Retiring or Selling Your Business?
If you are a business owner, you may be asking yourself some very important questions:
These are major decisions, and you do not have to figure them out alone.
As an experienced business broker who has personally bought and sold multiple businesses, Steve Van Leeuwen understands both the financial and emotional side of selling a company. He knows the concerns, challenges, and opportunities that come with planning an exit.
Whether your business is a local family operation or a multi-million-dollar company, Steve helps owners navigate the full selling process, including valuation, confidential marketing, buyer conversations, negotiations, and closing.
Selling a business can feel overwhelming, but with the right strategy and guidance, successful sales happen every day.
If you are considering selling your business, now is the time to start planning your next chapter.
HVAC CONTRACTOR
1. How many maintenance agreements are currently active?
2. What percentage of revenue comes from service vs. installations?
3. Which brands are you authorized to install or service?
4. How many technicians hold EPA or specialty certifications?
5. What dispatch software do you use?
6. How many service vehicles are included?
7. Are technicians employees or subcontractors?
8. What is your average ticket size?
9. What season produces the highest revenue?
10. Do you perform commercial, residential, or both?
11. What warranties are currently outstanding?
12. What territories do you serve?
13. What percentage of customers are repeat clients?
14. Any exclusive builder or property manager relationships?
15. Are permits handled in-house?
16. Any pending code violations?
17. What equipment is leased?
18. Who handles estimating?
19. What marketing generates the most leads?
20. What opportunities exist for growth?
PEST CONTROL
1. How many recurring service accounts exist?
2. What is the customer retention rate?
3. Which pest categories generate the most revenue?
4. Are technicians state licensed?
5. Any termite contracts included?
6. What chemicals are commonly used?
7. Any environmental violations?
8. What routing software is used?
9. How many service vehicles?
10. Commercial vs residential mix?
11. Seasonality?
12. Any exclusive HOA/property management contracts?
13. Average monthly recurring revenue?
14. Any outstanding warranties?
15. What licenses transfer?
16. Employee tenure?
17. Top competitors?
18. Marketing channels?
19. Equipment included?
20. Growth opportunities?
MASSAGE SPA
1. How many licensed therapists work here?
2. Employees or independent contractors?
3. How many treatment rooms?
4. Average utilization rate?
5. Membership program?
6. Average client retention?
7. Most popular services?
8. Retail product sales?
9. Online booking system?
10. Gift card liability?
11. Any medical massage referrals?
12. Required licenses current?
13. Lease transferability?
14. Top marketing source?
15. Peak operating hours?
16. Average ticket?
17. Recurring memberships?
18. Equipment included?
19. Expansion potential?
20. Reason for selling?
SUPERMARKET
1. Inventory value?
2. Top-selling departments?
3. POS system?
4. Shrink percentage?
5. Supplier relationships?
6. Private-label products?
7. Beer/wine licenses?
8. Butcher or deli operations?
9. Walk-in coolers included?
10. Inventory turnover?
11. Gross margin by department?
12. Loyalty program?
13. Delivery services?
14. Lease terms?
15. Peak shopping days?
16. Number of employees?
17. Food safety inspections?
18. Any vendor rebates?
19. Competition nearby?
20. Growth opportunities?
RESTAURANT
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
LANDSCAPING
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
FUNERAL HOME
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
AUTO REPAIR
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
DENTAL PRACTICE
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
PLUMBING
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
ELECTRICAL CONTRACTOR
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
CLEANING COMPANY
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
CAR WASH
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
SELF STORAGE
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
LAUNDROMAT
1. What percentage of revenue is recurring?
2. How are employees compensated?
3. What licenses are required?
4. What software runs the business?
5. What assets are included?
6. What contracts transfer?
7. Are financials current?
8. What makes this business unique?
9. What risks should buyers know?
10. What growth opportunities exist?
11. Reason for selling?
12. Seller financing available?
13. Owner involvement?
14. Training offered?
15. Key vendors?
16. Key customers?
17. Lease terms?
18. Inventory included?
19. Outstanding liabilities?
20. What would you improve first?
ROOFING COMPANY
1. What percentage of revenue comes from residential vs. commercial roofing?
2. What roofing systems do you primarily install or repair?
3. Are you certified by any roofing manufacturers?
4. How many active crews are currently employed?
5. What is your current backlog of scheduled work?
6. How much revenue comes from insurance claims?
7. What warranties transfer with the business?
8. How many trucks and trailers are included?
9. What estimating software do you use?
10. Do you subcontract any labor?
11. What is your average job size?
12. Are there any recurring maintenance contracts?
13. Who are your primary suppliers?
14. Are there any outstanding warranty claims?
15. What safety certifications do employees hold?
16. What licenses transfer with the sale?
17. What territories do you serve?
18. What marketing generates the most leads?
19. What opportunities exist for growth?
20. What is your reason for selling?
PHARMACY
1. How many prescriptions do you fill per day on average?
2. What percentage of revenue comes from prescriptions vs. front-end retail?
3. Which pharmacy management system do you use (e.g., PioneerRx, QS/1)?
4. Are you contracted with all major PBMs (pharmacy benefit managers)?
5. Do you offer compounding services?
6. What is your current DIR fee exposure?
7. Are there any 340B contracts in place?
8. How many pharmacists and technicians are on staff?
9. Do you provide delivery services?
10. What immunization or clinical services do you offer?
11. Are there any outstanding Board of Pharmacy violations?
12. What is the average gross margin on prescriptions?
13. Do you have long-term care facility contracts?
14. What percentage of customers use auto-refill programs?
15. Are there any specialty pharmacy services offered?
16. What DEA licenses and controlled substance protocols are in place?
17. How do you handle expired medication disposal?
18. What is the lease situation for the location?
19. Who are your top competitors within a 3-mile radius?
20. What growth opportunities exist (e.g., adding clinical services, delivery expansion)?
Property Management Company
1. Is the company licensed as a Real Estate Brokerage by the Florida DBPR Division of Real Estate?
2. Do any staff hold a Florida Community Association Manager (CAM) license for HOA management?
3. How many total doors (units) do you currently manage?
4. What is the breakdown between residential, commercial, and HOA properties?
5. What is your average management fee percentage?
6. Do you charge additional fees for leasing, maintenance, or renewals?
7. What property management software do you use (AppFolio, Buildium, etc.)?
8. Are maintenance services handled in-house or outsourced to licensed Florida vendors?
9. How are security deposits handled, and are escrow accounts compliant with Florida Chapter 83?
10. What is the average tenant turnover rate?
11. How long have your top 5 property owners been with you?
12. Are the management contracts transferable to a new owner?
13. How do you acquire new property owners (referrals, marketing)?
14. What is the eviction rate across your portfolio?
15. How many property managers or leasing agents are on staff?
16. Do you handle accounting and tax prep for the property owners?
17. What is the average time a unit sits vacant?
18. Are there any pending lawsuits from tenants or owners?
19. Do you manage any short-term rentals (Airbnb/VRBO), and are they compliant with local Florida ordinances?
20. What is the biggest bottleneck to adding more units right now?
Auto Body / Collision Shop
1. Is the shop registered with the Florida Department of Agriculture and Consumer Services (FDACS)?
2. How many vehicles do you repair per month on average?
3. What is the average repair order value?
4. Which DRP (Direct Repair Program) insurance relationships do you have?
5. What percentage of work comes from insurance vs. customer pay?
6. What certifications does the shop hold (I-CAR Gold, OEM)?
7. What paint system do you use, and is the spray booth compliant with Florida DEP?
8. What frame/measuring equipment is on-site?
9. How many technicians are employed, and what are their certifications?
10. What estimating software do you use (CCC, Mitchell, Audatex)?
11. What is the average cycle time from drop-off to delivery?
12. Are there any pending environmental or EPA compliance issues?
13. What is the current CSI (Customer Satisfaction Index) score with insurers?
14. Do you offer any ADAS calibration or EV repair services?
15. What is the shop's production capacity vs. current volume?
16. Are there any outstanding warranty claims?
17. What is the lease situation, and does it allow for body shop use?
18. How do you handle parts procurement and storage?
19. What is the biggest competitive advantage of this location?
20. What services could be added to increase revenue (e.g., PDR, detailing, mechanical)?
Liquor Store
1. Do you hold a Florida DBPR Division of Alcoholic Beverages and Tobacco (ABT) license?
2. Is the license a Quota License (e.g., 3PS) or non-quota, and is it transferable?
3. What is the total annual revenue, and what is the gross margin?
4. What is the inventory value at cost?
5. What is the breakdown of sales by category (spirits, wine, beer)?
6. Do you have any exclusive distribution agreements with Florida distributors?
7. What POS system do you use, and does it track inventory?
8. What are the busiest days and times of the week?
9. How much revenue comes from Florida Lottery or tobacco sales?
10. Do you offer delivery or online ordering?
11. What is the store's proximity to competitors?
12. Are there any local zoning or municipal regulations limiting operations?
13. What is the shrinkage/theft rate?
14. Do you host tastings or events that drive traffic?
15. What are the terms of the lease?
16. How many employees are on staff?
17. What is the average transaction size?
18. Are there any outstanding ABT compliance violations or underage sale citations?
19. Do you have any commercial accounts (bars, restaurants)?
20. What would you do to grow revenue if you kept the business?
Trucking / Freight Company
1. Are you registered with the Florida Department of Highway Safety and Motor Vehicles (FLHSMV) and USDOT?
2. How many power units (trucks) are in the fleet?
3. How many trailers are included?
4. What is the average age and mileage of the trucks?
5. Are vehicles owned, leased, or financed?
6. What is the DOT safety rating and CSA score?
7. How many drivers are currently employed?
8. What is the driver turnover rate?
9. What type of freight do you haul (dry van, flatbed, reefer, specialized)?
10. What is the average revenue per truck per week?
11. Do you operate under your own authority or as a carrier for brokers?
12. What percentage of loads come from direct shippers vs. load boards?
13. What TMS (Transportation Management System) do you use?
14. What is the fuel cost as a percentage of revenue?
15. Are there any pending FMCSA violations or out-of-service orders?
16. What insurance premiums do you pay annually?
17. Do you have any dedicated lanes or long-term contracts?
18. What is the maintenance schedule and who handles repairs?
19. Are there any owner-operators leased on?
20. What is the most straightforward way to increase profitability?
Bakery
1. Is the bakery licensed by the Florida DBPR Division of Hotels and Restaurants or FDACS?
2. What percentage of revenue comes from retail vs. wholesale accounts?
3. What are your top-selling products?
4. Do you do custom cakes and special orders, and what percentage of revenue?
5. What commercial baking equipment is included?
6. What is the production capacity vs. current output?
7. How many bakers and decorators are on staff?
8. What are the typical production hours (overnight, early morning)?
9. Do you have any wholesale accounts with restaurants, cafes, or grocery stores?
10. What is the average ticket size for walk-in customers?
11. Are all health department and food safety certifications current?
12. Do you offer online ordering for pickup or delivery?
13. What is the food cost percentage?
14. Are recipes documented and proprietary?
15. What is the lease situation for the space?
16. Do you have a commercial kitchen that could be rented during off-hours?
17. What POS system do you use?
18. What is the seasonal revenue pattern (holidays, wedding season)?
19. How do you market the business (social media, word of mouth, events)?
20. What product lines or services could be added for growth?
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