What to check first
Check who is asking and why
Ask who the buyer is, whether they are acting for themselves and what timetable they have in mind. Discuss confidentiality and disclosure with your advisers before sharing sensitive details.
Prepare a reconciled summary
Start with an agreed financial overview: revenue, earnings, reporting periods and major changes. Mark provisional figures and keep a record of what was shared.
Keep sensitive detail for the right stage
Customer-level pricing, staff records and contract terms need extra care. Agree access and use a controlled data room as requests become more detailed.