How do I present the recurring route customers of my mobile shredding business?
Lay out each route as a table: customer, stops, pickup schedule, price basis and start date. Add billing history that ties to your financial statements. A buyer wants proof that the pickups repeat, the invoices are paid, and customers have stayed through busy and quiet periods.
Organize by route rather than by customer alphabet. A buyer wants to picture the week: which day each truck goes where, how many stops each route has and how long it takes. Show the density of stops, since tightly clustered customers cost less to serve than scattered ones.
Mark which customers are on a regular schedule and which call in for one-off jobs. Recurring work is what a buyer values most, so keep it apart from occasional purchases. For each regular customer, show how long they have been with you and how they pay: contract, standing order or informal arrangement.
Support the table with invoices and a payment history. If customers pay late, say so and explain. Any cancelled customers in the last while should appear too, along with the reason. Hiding losses invites doubt about everything else. Finally, address the concentration question. If a few customers supply much of the route income, show them and explain the relationship. Introductions to the biggest ones, once the sale is firm, can help. Make sure the numbers reconcile with the books, because a buyer’s accountant will check.
Key takeaways
- Present routes as schedules with stops, frequency, price basis and tenure.
- Separate recurring customers from one-off jobs in every table.
- Show lost customers and late payers openly, with reasons.
- Tie every route total back to invoices so the buyer can trace it.
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Buying
Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentHow to minimize negotiations when selling your business
- 02Business Development Bank of CanadaGovernmentWhat are financial statements?
- 03Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
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