How do I show a buyer my duct cleaning company’s commercial and strata accounts?

Start with a clear account list: client name, type of building, services performed, the date of the last job, the usual cycle between visits and the person who authorizes it. Strata councils and property managers often change, so note who makes the decision now and how long you have had the relationship. That context tells the buyer what is really attached to the business.

Then show the paperwork behind each account. Do you hold a written agreement, a standing quote or only a history of invoices? A repeat customer with no contract is still valuable, but a buyer should know it rests on goodwill. Include how invoices are paid and whether any accounts pay slowly, since the accounts receivable aging reveals that.

Finally, be careful about confidentiality. Some clients may not want their details shared before a sale is firm, so ask your lawyer how to share anonymized summaries first and full details later. Offer to introduce the buyer to the main contacts once an agreement is in place, and describe how the service would continue under new ownership, including who would do the work and keep the schedule.

Key takeaways

• List each account with service type, visit cycle and decision-maker.
• Say which accounts have written agreements and which rest on habit.
• Include payment history and any slow-paying clients.
• Share client names only when you are sure confidentiality is covered.