Show the quality of the recurring work
Prepare account revenue, contract dates, staffing hours and job costs. A long customer list has less value if the work is unprofitable or easily cancelled.
Separate one-off projects from repeat service. Note customer concentration and any contract requiring consent before assignment.
Explain how crews are managed
Write down scheduling, supervision, quality checks and how absences are covered. Show which tasks are handled by a manager and which depend on you.
Keep payroll and worker arrangements accurate. A buyer will want records that match the financial statements, not an informal explanation of off-book labor.
Agree the transition boundaries
Plan introductions to account contacts after the appropriate approvals and confidentiality steps. A seller can help maintain confidence without promising unlimited support.
Define training hours, responsibilities and any paid work after the included transition. Clear expectations reduce disputes about who is responsible for keeping accounts.