How do I show a buyer my glass shop’s commercial storefront accounts?

Commercial storefront work is repeat business, so show the repeat. For each account list the type of work, such as emergency board-ups, replacement panes or door repairs, how many jobs you did over recent years and the usual gap between them. Property managers and chains with several sites deserve their own line.

Add payment behaviour. Show how quickly each account pays and whether any invoices are overdue. A buyer will look at the receivables list closely, so clean it up before they ask. Note any account that is under a standing arrangement and one that simply calls when something breaks.

Then show the people side. Who takes the call, who quotes and who does the work? If you hold every relationship, say so and explain how you will introduce your buyer. Offer introductions to the key contacts once the seller and buyer are ready, and keep the customer list confidential until then. Ask your lawyer how to protect the list. Explain your service promises too: response times, after-hours calls and how you handle emergency board-ups. Buyers want to see that service levels are written down or at least consistent, and a short note on each major account is usually enough to show it.

Key takeaways

• List each account with work type, frequency and payment history.
• Clean up overdue invoices before the buyer reviews receivables.
• Explain who holds each relationship and how introductions will happen.