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Are you ready to sell your business? Take the assessment.

Imagine this: a serious buyer contacts you tomorrow morning.

Could you clearly explain your sale plan and terms to them?

4
guided steps
100%
free
1
centralized workspace
“You do not need to be ready to sell today.”

Selling a business takes preparation

Many entrepreneurs wait until a buyer appears before preparing their business. Yet preparation starts much earlier: financial documents, corporate information, contracts, operational data, value analysis, and an understanding of the sale process.

  • Documents are often scattered.
  • Financial statements are not always ready.
  • The entrepreneur does not always know which documents to provide.
  • Buyers request information quickly.
  • Poor preparation can slow a transaction or reduce trust.
  • Even if a sale is not imminent, good preparation helps you manage the business better.

Hadaly helps you understand transaction tools

Hadaly provides a free guide in its data room to help entrepreneurs understand the tools needed for a sale, acquisition, or business transfer. Learn what to prepare, in what order, and how to go further with a business valuation, teaser, or CIM.

Data room
Teaser
NDA
Business valuation
CIM
Due diligence
Financial documents
Risks to anticipate
Access the free guideCreate my data room

How does Hadaly's free guide work?

Step 1

Create your Hadaly workspace

Create your account and access a structured data room for your business. No credit card required.

Step 2

Follow the guide's questions

Once signed in, follow a guided path with simple questions about your business, finances, documents, operations, and sale, acquisition, or transfer objectives.

Step 3

Identify the documents and tools you need

The guide helps you understand what to prepare: financial statements, corporate documents, operational information, a data room, teaser, NDA, business valuation, and CIM.

Step 4

Start preparing with a clear foundation

At the end of the process, you have a more structured view of what to prepare before starting a sale, transfer, acquisition, or conversation with a buyer, bank, or advisor.

Access the free guideCreate my data room

An interactive guide, not just a document list

The Hadaly guide supports you step by step. Instead of leaving you alone with a long document checklist, the platform asks the right questions in the right order. Your answers help clarify your situation, readiness, and the tools you may need: a data room, business valuation, teaser, NDA, CIM, or due diligence preparation.

Once signed in to Hadaly, simply follow the guide's questions. The process helps organize your information, identify the documents to gather, and understand the tools required to begin a sale, acquisition, or business transfer.

Access the free guideCreate my data room

At the end, you know what to prepare

The goal is simple: help you move from a vague idea — “maybe I should sell or transfer my business” — to structured preparation with the right tools to move forward.

The important documents to gather.

The financial information to clarify.

What to prepare before speaking with a buyer or successor.

Useful tools for starting a sale or transfer.

Possible next steps: business valuation, teaser, CIM, or complete data room.

Access the free guideCreate my data room

This guide is useful if…

You are considering selling your business in the next few years.

You are in discussions with a potential successor or buyer.

You want to prepare your business succession.

You want to buy or take over an SME.

You want to better understand the value of your business.

You want to organize your documents before speaking with a bank, buyer, or advisor.

You are a Quebec entrepreneur preparing to transfer your business.

You are a buyer who wants to understand what information to request before an acquisition.

What the guide helps you clarify

The stages of a business sale

The documents to gather

The role of the data room

Important financial information

The tools buyers use

Next steps: valuation, teaser, CIM

What to prepare before due diligence

Questions to ask before a transfer or acquisition

A data room to centralize your documents

A data room is a secure space where an entrepreneur gathers the documents needed for a sale, acquisition, financing, or due diligence. It makes the process more professional and helps answer requests from buyers, banks, or advisors.

Definition

A business sale data room is a structured digital space used to centralize, organize, and share important business documents with buyers, successors, banks, or advisors during a transaction.

Access the free guideCreate my data room

After the guide: go further with a valuation or CIM

Once preparation is underway, Hadaly offers complementary tools to structure your process.

Business valuation

A business valuation provides a supportable estimate of business value. It can be useful before a sale, acquisition, or discussion with a buyer, bank, partner, or advisor.

A business valuation estimates company value from financial results, assets, market, risks, and recognized methods such as comparables, multiples, or cash flow.

Teaser

A teaser is a short, often anonymous document that outlines the business for potential buyers before confidential information is shared.

CIM

A CIM, or Confidential Information Memorandum, is a complete presentation provided to serious buyers after an NDA is signed. It covers the business, finances, operations, strengths, risks, and opportunities.

A CIM is used in a business sale to present a company in detail to qualified buyers. It helps buyers understand the operations, finances, team, market, strengths, risks, and outlook.

Access the free guideCreate my data room

A useful tool for business succession and acquisition

In Quebec, many SME owners are considering succession, a business transfer, or a potential sale. The Hadaly guide helps structure this thinking before beginning a more formal process with a buyer, successor, bank, or advisor.

In summary

  • Hadaly offers a free guide in its data room to help entrepreneurs prepare a business sale, transfer, or acquisition.
  • The guide is an interactive process: the entrepreneur answers questions and gradually structures their information.
  • At the end, the entrepreneur better understands the required documents and tools: data room, valuation, teaser, NDA, CIM, and due diligence.
  • The guide makes it easy to start, even when a sale is not planned immediately.

Frequently asked questions

How do I prepare to sell my business?+
Preparing a business sale starts with organizing corporate, financial, and operational documents. Hadaly's free guide uses simple questions to help structure this information in a data room, clarify your financial position, and understand the tools used in a transaction: business valuation, teaser, NDA, CIM, and due diligence. The goal is to know what to prepare and in what order before speaking with a buyer.
What documents are needed to sell a business?+
Typical documents include recent financial statements, corporate records (articles, shareholder agreements, registers), key contracts (customers, suppliers, leases), operational information (team, processes, key indicators), and relevant legal or tax records. The Hadaly guide asks the right questions to identify what applies to your business and organize it in your data room.
What is a data room for a business sale?+
A business sale data room is a structured digital space used to centralize, organize, and share important business documents with buyers, successors, banks, or advisors during a transaction. It makes the process more professional, helps answer buyer requests, and accelerates due diligence.
What is the purpose of a free business sale guide?+
A free guide like Hadaly's helps an entrepreneur move from a vague idea — “maybe I should sell or transfer my business” — to a structured process. It explains the documents to prepare, the tools required (data room, valuation, teaser, CIM), and the typical stages of a transaction, with no cost or commitment.
How does Hadaly's free guide work?+
Once your account is created, you can access a data room and the interactive guide. You answer simple questions about your business, finances, documents, and objectives. Your answers help you understand your situation, readiness, and the tools you may need: a data room, business valuation, teaser, NDA, CIM, or due diligence preparation.
What is the difference between a business valuation, a teaser, and a CIM?+
A business valuation estimates a supportable company value using its financial results, assets, and recognized methods such as comparables, multiples, and cash flow. A teaser is a short, often anonymous document outlining the business for potential buyers. A CIM (Confidential Information Memorandum) is a complete document provided to serious buyers after an NDA is signed, detailing the business, finances, team, strengths, and risks.
Is this useful if I do not want to sell right away?+
Yes. Even when a sale is not imminent, organizing documents and understanding transaction tools can help you manage the business, prepare succession, speak with a buyer, or anticipate a future valuation. Hadaly's free guide lets you start simply, at your own pace, without pressure.
Is this useful for a business buyer?+
Yes. A buyer can use the guide to understand what information to request from a seller, how to structure an acquisition data room, and which tools help assess an opportunity (valuation, teaser, CIM, and due diligence). It is a useful starting point for organizing an SME acquisition.
How do I prepare a business transfer?+
A business transfer, whether to family or close colleagues, requires clarity about company value, transfer terms, corporate and financial documents, and tax implications. The Hadaly guide helps structure this thinking before beginning a formal process with tax, legal, or financial advisors.
How can Hadaly help after the free guide?+
After the guide, Hadaly offers complementary services: a structured, supportable business valuation, preparation of a teaser or CIM, and data room support through due diligence. You remain free to choose what you need, when you need it.
When should I have my business valued?+
A business valuation is useful before a sale, transfer, bank financing, partner entry or exit, estate freeze, or serious buyer discussion. It provides a quantified, supportable reference point. Hadaly's free guide helps identify when a valuation becomes relevant.
Why prepare documents before due diligence?+
During due diligence, a buyer and its advisors review financial, legal, operational, and corporate documents in detail. Poor preparation can slow the transaction, lower the price, or erode trust. Organizing documents in advance in a data room with the Hadaly guide puts you in a stronger position and accelerates the transaction.

Go further

Business valuation

Get a supportable estimate of your business value.

Prepare to sell your business

A complete guide to the stages of selling a business in Quebec.

Confidential Information Memorandum

The essential document for presenting your business to buyers.

Speak with a Hadaly expert

Have a question about your situation? Our team can help.

Start preparing your business today

Even if you are not selling today, organizing your documents and understanding transaction tools helps you manage your business, prepare succession, speak with a buyer, or anticipate a future valuation.

Access the free guide

Free access to the guide in your Hadaly workspace.

You do not need to be ready to sell today. The guide helps you understand what to prepare and in what order.