Prepare for a sale
For: Owners, exit planners, and brokers
Start here
- Review the available Business information.
- Add current facts your team is allowed to use.
- Organize preparation work in a Room with Goals and Tasks.
Capabilities to use
| Job | SMB capability | Available through |
|---|---|---|
| Review the Business | Get a Business | API · MCP |
| Add it to the team's Workspace | Add a Business | API · MCP |
| Update the team's Business context | Update a Business | API · MCP |
| Organize preparation | Create a Room | API · MCP |
| Define the desired outcome | Create a Goal | API · MCP |
| Estimate the business from current facts | Run a valuation | API · MCP |
Example: start without an SMB Business ID
Describe the business with type and the details available today. Missing information is reported in the result.
{
"reference": "owner-sale-scenario",
"items": [
{
"type": "business",
"name": "Example Home Services",
"details": {
"annual_revenue": 2800000,
"sde": 520000,
"employee_count": 18
}
}
]
}The BETA provides a screening estimate, not a complete exit plan, appraisal, or valuation engagement.