# Prepare for a sale (/docs/ways-to-use-smb/prepare-for-a-sale)



**For:** Owners, exit planners, and brokers

## Start here [#start-here]

1. Review the available Business information.
2. Add current facts your team is allowed to use.
3. Organize preparation work in a Room with Goals and Tasks.

## Capabilities to use [#capabilities-to-use]

| Job                                      | SMB capability                                           | Available through |
| ---------------------------------------- | -------------------------------------------------------- | ----------------- |
| Review the Business                      | [Get a Business](/docs/api-reference/get_business)       | API · MCP         |
| Add it to the team's Workspace           | [Add a Business](/docs/api-reference/add_business)       | API · MCP         |
| Update the team's Business context       | [Update a Business](/docs/api-reference/update_business) | API · MCP         |
| Organize preparation                     | [Create a Room](/docs/api-reference/create_room)         | API · MCP         |
| Define the desired outcome               | [Create a Goal](/docs/api-reference/create_goal)         | API · MCP         |
| Estimate the business from current facts | [Run a valuation](/docs/api-reference/run_valuation)     | API · MCP         |

## Example: start without an SMB Business ID [#example-start-without-an-smb-business-id]

Describe the business with `type` and the `details` available today. Missing information is reported in the result.

```json
{
  "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.