Your equipment inventory and your service operation may tell different earnings stories. Fresno Business Brokers Prime offers a starting point for an owner to request a review with an independent valuation partner.
Separate the income streams
Break out equipment sales, parts, rentals and repair labor where they apply. A buyer will want to see which activities produce repeat revenue and which depend on occasional large purchases.
Explain seasonal ordering and deposits. Cash received before delivery may come with work or equipment still owed to the customer; it is not automatically available profit.
Put ownership beside every asset
Identify owned stock, consigned equipment, financed machines and customer property held for repair. Keep serial number and finance records in the private diligence file rather than public marketing.
Review dealer agreements and product lines for notice, consent or approval provisions. A buyer should not assume that your supplier terms continue simply because the business changes hands.
Show who handles the work
Document which employees diagnose problems, order parts and maintain customer accounts. If every important call goes directly to you, discuss a realistic handover rather than presenting the operation as independent.
Prepare a list of shop tools, service vehicles and leased premises. Ask your advisors to clarify what is included in the sale and how liens will be handled.
Decide your next role
Think about whether you would stay for a limited training period. Define duties and availability separately from any seller financing or contingent payment so expectations are clear before an offer.
