How do I prepare a nanny agency for sale?

Buyers of a nanny agency are buying a way of matching people with families, backed by records and a reputation. If that way of working lives in your head and in scattered files, a buyer will struggle to see it.

Candidate and family records

Make sure your candidate database is current, complete and easy to search. Keep screening files organized so a buyer can see what you check and when. Do the same for families: who they are, what they asked for and what you delivered. These files hold personal information, so ask your lawyer what you may show before a sale and what can be passed on at closing.

Fees, guarantees and refunds

Write down your fee schedule and the terms families agreed to. List every replacement guarantee still open and give a plain history of refunds and replacements. A buyer will want to know what obligations come with the business. A complete list lets the buyer see what obligations come with the business.

Your role and your sources

Describe honestly what you do in matching, interviewing and keeping relationships. Then record where families and candidates come from, including your website, referrals and any partners. If much of the business depends on you, plan a handover period. Seller preparation steps can guide the broader work, and selling a home care agency shows how a related sale unfolds.

• Written fee schedule and family terms
• List of open guarantees and past refunds
• Notes on how matches are made and who does it
• Referral sources and website records