How do I explain my wellness clinic’s workshop and class calendar to a buyer?
Give the buyer a clear calendar showing each workshop or class, who leads it, how often it runs and how well it is attended. Pair it with what each session earns and costs, and be honest about what depends on you.
Buyers want to know whether the calendar is a steady part of the business or a set of one-off events. Put every offering on one page: name, leader, schedule, typical attendance and price. Mark which sessions are recurring and which are seasonal or experimental.
Then show how the sessions connect to the rest of the clinic. Do class members become treatment clients? Do workshops bring in new faces, or mostly serve existing ones? A short note on how people hear about each session, and how they sign up, helps a buyer picture the system.
Be candid about who makes it work. If you lead most of the sessions, say so, and describe how another instructor could take them on. Share your costs, such as space, supplies and instructor pay, so the buyer sees the real picture. Prepare a plan for the first months after the sale. Your accountant can help present the figures clearly, and your lawyer can review anything involving outside instructors or space. Include a few examples of past sessions that did not work and what you learned. A seller who explains what they dropped is easier to believe than one who shows only successes. Offer to let the buyer attend a session.
Key takeaways
- Put every session on one page with leader, schedule and attendance.
- Show how classes feed the rest of the clinic.
- Say honestly which sessions depend on you.
Related reading
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Due diligence
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Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
- 02Business Development Bank of CanadaGovernment7 steps to increase your business’ value—before you sell it
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