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What is the IRSS

Your Step-by-Step Guide

The Infinity RTO Self-Sell System (IRSS) is Australia’s first and only toolkit built specifically for RTO owners who want to sell their RTO without a broker.

It’s a fully guided, do-it-yourself method that gives you complete control of the process — from initial appraisal all the way through to post-settlement.

IRSS was created by experienced RTO brokers who’ve been on both sides of the sale. It’s designed to take the stress out of selling, without handing over thousands in commission. Normally, brokers take 10% (+GST), so on a $150,000 sale, you’re looking at more than $10,000 saved just by using IRSS.

It’s not just cost-effective — it’s also empowering. With IRSS, you own the process and move at your pace, while still having expert guidance within reach whenever needed.

Whether you’re just starting to consider selling or you’re ready to list today, IRSS gives you the knowledge and tools to do it with confidence.

What's Included and How It Works

IRSS is both a playbook and a toolkit, guiding you through every step of the RTO sale journey.

What’s inside:

  • Legal templates to cover contracts and compliance
  • Financial guidance to prepare your business for due diligence
  • Expert checklists to track your progress
  • Buyer communication tips for smooth negotiations
  • Optional support blocks you can purchase if you need help along the way

This flexible system removes the guesswork. You can follow the entire process step-by-step, or cherry-pick only the tools you need.

IRSS adapts to your experience and confidence level. Whether you’re a hands-on business owner or just want help where it counts, IRSS fits around your needs.

And if at any point things get too tricky or time-consuming, our team can step in to handle the sale for you — with no pressure, just results.

Find out all inclusions

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Inclusions List
Coaching Call Intake Form
If you get stuck or just want backup, this form makes it easy to book expert support — whether for pricing advice, buyer communication, or negotiating terms. It keeps your deal moving without full commission.
Regulatory Transition Checklist
Lists all regulatory notifications and forms required to finalise the transaction with ASQA, CRICOS, and ASIC.
CRICOS & ASQA Transition Instructions
Step-by-step instructions for managing registration updates with regulators post-sale. Ensures compliance and avoids penalties.
Share Sale Agreement Template
You’ll need a contract to finalise the deal — this one is proven and editable. It's based on over 100 successful transactions and includes helpful guidance for customising terms, obligations, and risk.
Student & Staff Notification Scripts
Provides scripted messages for informing stakeholders about the change of ownership. Keeps communication professional and clear.
Training Handover Plan
Outlines how training, systems, and processes will be handed over to the new owner. Essential for ensuring a smooth post-sale transition.
Buyer Communications Tracker
Tracks all communications with potential buyers to ensure consistent follow-up, timely responses, and proper documentation of interest levels.
Buyer Profile Template
Captures key buyer details to help you assess suitability and prepare accordingly. Includes risk indicators and summary fields.
Buyer Q&A Response Form
Structured longform response template to answer buyer questions. Ensures commercial, clear, and strategic answers to build trust.
Buyer NDA Distribution Sheet
Template to log NDA sent and signed dates, and automate redacted IM distribution once compliance is met.
Enquiry Tracker (Excel)
Tracks every buyer who enquires. Includes dropdowns for source, NDA status, buyer type, questions asked, follow-ups, and buyer intent.
Risk & Issue Log
Captures risks raised by either party and tracks how they’re resolved. Ensures transparency and avoids surprises at settlement.
Handover Plan Template
Smooth transitions reduce buyer risk and improve deal success. This tool outlines the post-sale support and transition period.
Shared Due Diligence File Register
Tracks all documents provided to the buyer during the sale, ensuring version control and no gaps in the due diligence process.
New Owner Onboarding Plan
Provides a structured post-settlement induction for the buyer, including system walkthroughs, contact points, and operational responsibilities.
Digital Access Transition Sheet
Logs access changes to key business systems post-sale — LMS, SMS, CRMs, email platforms. Ensures a clean break and security continuity.
Negotiation Notes Log
Captures informal conversations, negotiation decisions, and changes to deal terms before formal documentation. Helps vendors manage verbal commitments.
Buyer Transition Script Pack
Templates and messaging to notify stakeholders of the sale and reassure continuity. Professional, warm and compliance-safe.
Settlement & Transition Checklist
Covers everything from pre-settlement requirements to post-settlement tasks, including student/staff communications.
Share Sale Deed Template
IRSS's proven share sale deed used in over 100 real transactions. Clean, plain English, includes all clauses and protections.
Lease Transfer Sheet
Helps you track assignment of lease or creation of new lease, including timelines and commercial obligations.
ASIC & CRICOS Transfer Notes
Step-by-step guidance for notifying regulators, updating ownership with ASIC and transferring CRICOS/TGA permissions.
System Access Transition Log
Documents all user account changes across LMS, SMS, CRM, and email systems. Ensures clean and secure handover of IT access.
Communications Planning Sheet
Helps you craft and schedule messages to internal and external stakeholders. Reduces confusion during sale transition.
Live Offer Calculator
Calculates different deal scenarios in real time — helps you and the buyer assess staged payments, earnouts, and total returns.
Heads of Agreement Template
This document helps lock in a buyer’s interest and summarise deal terms before final contract drafting begins.
Operational SOP Upload Log
Supports your buyer by packaging and explaining your existing SOPs or internal process docs for handover.
System Handover Reference Notes
Captures how core systems operate (LMS, SMS, assessment workflows) so the buyer can operate confidently post-sale.
Stakeholder Notification Register
Records how and when stakeholders were notified of the sale. Useful for audit trail and communication consistency.
RTO-Specific Due Diligence Checklist
Buyers will want to validate every claim you make — from funding and CRICOS approvals to your audit trail. This checklist helps you prepare and present everything cleanly, building trust and speeding up the process.
Key Contact Transition Sheet
A sheet listing who handles what after the sale — trainers, admin, compliance, accounts — for continuity planning.
Contract Signing Summary Sheet
Captures a clean summary of what’s being signed, by whom, and when. A practical reference for vendors and legal advisors.
Buyer’s Legal Engagement Notes
Prompts you to track legal questions and engagement steps from buyer’s side to anticipate delays and manage expectations.
Vendor Settlement Checklist
A master list of all settlement-related actions to be completed by the vendor. Helps ensure nothing is missed during closing.
Vendor Post-Sale Action Plan
Guides the seller through final obligations after settlement — including final invoicing, system shutdowns, and email transfers.
Offer Evaluation Matrix
A comparative tool for assessing offers based on price, terms, timeline, risk and vendor fit. Helps you pick the strongest buyer.
Negotiation Script Pack
Email and phone call scripts to help you professionally negotiate terms and next steps without sounding desperate or vague.
Due Diligence Delivery Checklist
Covers what to send to buyers once key terms are agreed, including financials, student records, compliance documentation.
Legal Q&A Response Log
Tracks buyer solicitor questions and your official responses. Ensures clarity and a record of resolved queries.
Settlement Day Task Sheet
Outlines all tasks to complete on settlement day to avoid delays — including bank transfer confirmation, passwords, and contract handover.
Vendor Close-Out Tracker
Helps vendors finalise remaining responsibilities after settlement such as student support, systems offboarding, and file storage management.
Compliance Transfer Checklist
Tracks and ensures all required regulatory updates with ASQA, CRICOS, and ASIC are submitted. Prevents accidental non-compliance post-sale.
NDA Template (Non-Disclosure Agreement)
You’ll be sharing sensitive student, compliance, and revenue data with strangers. This agreement legally protects you if a buyer misuses or discloses that information — and shows you take the sale seriously.
Internal Transition Notes
Used to brief and track internal team updates about the sale — roles changing, contracts ending, or staff support post-settlement.
Buyer Behaviour Tracker
Not all buyers behave well. This tool helps you track who’s polite, professional and realistic — and who’s likely to ghost or waste time.
First Buyer Email Template Pack
The tone of your first reply matters. These email templates help you stay professional, maintain confidentiality, and direct buyers to the next step — signing an NDA.
Transition Accountability Tracker
Assigns responsibility for each major transition activity between vendor and buyer. Keeps everyone aligned and accountable.
Contract Signing Register
Keeps track of each legal document signed during the sale — by whom, on what date, and in what format. Prevents lost files or version confusion.
Lease Assignment & Transfer Sheet
Outlines and tracks the full process for assigning or creating a new lease as part of the RTO share sale. Prevents settlement delays due to incomplete lease tasks.
Buyer Q&A Register
Captures each buyer question, your longform response, and any supporting evidence provided. Helps ensure consistent and transparent buyer communications.
Staff & Contractor Matrix
Outlines the structure of your team — including trainers, assessors, and back-office support. Helps buyers understand staffing needs and contract status.
Settlement Flow Summary
Summarises the financial settlement process — what’s being paid, when, to whom, and with what conditions. Helps vendors track obligations and ensure accurate fund flow.
Anonymous Teaser Template
Some vendors prefer to test the market discreetly. This short-form teaser lets you do that without revealing the name, client base or location upfront.
SeekBusiness Upload Instructions
Even with a great ad, uploading incorrectly can kill your visibility. This walkthrough ensures you launch professionally — categories, contact info, timing and keywords included.
Information Memorandum (IM) Template
The IM is your RTO’s resume — it’s the main sales document that tells your story, justifies your value, and answers key buyer questions upfront. Done well, it filters serious interest and builds confidence instantly.
IP & Resource Ownership Declaration
Confirms you own (or have rights to) your LMS, resources, branding, templates and key documents. De-risks your sale.
Information Memorandum Checklist
The cornerstone of your sale. A 20-point form guiding you through every detail buyers want—compliance, IP, student numbers, systems, and growth potential.
Financials Preparation Sheet
Prompts for preparing BAS, Profit & Loss, liabilities, forward refunds, and supporting files. Ensures your financial pack is investor-ready.
Due Diligence Pack Checklist
Step-by-step guide to compiling all the supporting documents that buyers and lawyers will request. Removes back-and-forth delays.
Marketing Assets Pack
Editable marketing templates for SeekBusiness, LinkedIn, overview flyers, and social media designed specifically for RTOs.
Mutual NDA Template
A mutual confidentiality agreement including protections for staff, students, and business IP. Ensures both parties are protected.
IRSS Welcome & Orientation Guide
This guide helps you hit the ground running. It breaks the whole sale process into manageable steps, so you're never left wondering what comes next. Think of it as your onboarding coach — helping you understand not just what’s in the kit, but how to use it like a pro. No fluff, no jargon — just practical clarity.
Vendor Mindset & Role Guide
Selling a business can be emotional. This guide helps you get into the right mindset — clarifying your role, boundaries, and how to deal with buyers without over-promising or becoming overwhelmed.
Readiness Self-Assessment Checklist
Selling your RTO is more than just a transaction — it’s a transition. This checklist helps you assess if you’re truly ready to move on. It prompts you to think about your finances, headspace, admin readiness, and more. It’s about making sure you’re set up for success, not stress.
Exit Planning Timeline Guide
Exiting your business takes time and timing. This guide lays out the steps and phases you need to follow, so nothing catches you off guard. It helps you work backwards from your ideal exit date and identify key milestones along the way.
Business History & Ownership Form
Outlines your RTO’s legal structure, ownership, and registration credentials. Sets up the foundation for your Information Memorandum.
Share Sale Guide Overview
Explains how share sales work in plain English. Covers legal implications, what’s being sold, and common pitfalls for sellers to avoid.
Valuation Worksheet (Adjusted EBITDA)
A guided template to input financial data, normalise key expenses, and calculate your adjusted EBITDA. Essential for pricing your RTO.
Understand Your Goals Form
Captures your personal motivations, timeline, exit preferences, and ideal outcomes. Helps shape the overall sale strategy from day one.
RTO Multiples & Benchmarking Sheet
This tool shows what comparable RTOs are selling for and what multiples apply to your sector. It gives you a data-backed confidence range for price-setting.
IRSS Valuation Worksheet (CFME Method)
Before listing, you need a realistic idea of what your RTO is worth. This tool gives you that clarity, using the same methodology professionals use. It’s how you avoid overpricing (and scaring off buyers) or underpricing (and leaving money on the table).
Key Risks & Mitigation Table
Buyers see risks everywhere — staff loss, audit exposure, low completions. This table helps you pre-empt concerns and prepare solid responses, building buyer trust from the outset.
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I want to sell my own RTO

You’ve done the hard part. Now let’s make the sale the smart part.