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Extra support options

Do it yourself, with help by your side.

Throughout the sale process, you might hit a point where you want expert backup. 
Whether it’s writing a listing, preparing for negotiation, sale completion or just managing buyer administration – we have got your back!

These optional extra services are available exclusively to IRSS vendors who want to stay in the driver’s seat but also want a professional co-pilot.No pushy upsells. No overwhelm. Just smart, supportive, pick-what-you-need extras to keep your deal moving smoothly.

Need help choosing? Book a quick Support call — we’ll talk it through with you.

    Initial strategy consultation

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    Full business valuation

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    Information memorandum preparation

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    Buyer Network Access

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    Premium listing management

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    Valuation education session

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    Sale timing strategy

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    Business health check

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    NDA management

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    Buyer financial assessment

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    Buyer alignment screening

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    Buyer meeting facilitation

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    Professional enquiry handling

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    Vendor workload reduction

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    Negotiation coaching

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    Due diligence support

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    Compliant buyer responses

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    Buyer finance guidance

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    Advisor coordination support

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    Tax implication briefing

    General
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    Pre-sale restructuring advice

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    Employee & contractor handover strategy

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    Strategic growth advisory

    Pre-sale
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    Settlement process management

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    Weekly update calls

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    Document & file management

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    Post-sale transition planning

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    Post-sale vendor follow-up

    No charge
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    Regulatory & sector knowledge updates

    No charge
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    Dispute support

    Post-Sale
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    Zero upfront payment upgrade

    Full Service
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    RTO readiness advisory

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    Custom marketing package

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    Vendor Education

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    IRSS Package

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Need help choosing?

Book a quick Support call — we’ll talk it through with you.

Initial strategy consultation

This is a one-on-one strategy session with a senior Infinity advisor where we take the time to understand your RTO’s current state, sale motivations, personal goals, timeframes and desired outcomes. It’s a grounding conversation that clarifies where you are, where you want to be and how the IRSS can support your path. We document your objectives and set realistic expectations based on your RTO’s profile.

It includes:

  • 60-minute personalised consultation via Zoom or phone, tailored to your experience
    and business stage.
  • Exploration of vendor motivations, goals, timing constraints and desired exit
    outcomes.
  • Preliminary readiness review and discussion of IRSS tools to be used.
  • Written summary provided after the session with prioritised next steps.

You’ll begin the IRSS journey with clarity, direction and confidence knowing exactly what to expect and what’s required. It removes hesitation and guesswork, helping you feel seen, supported and on track from day one.

Vendor Justification:
Without a strategic map from the outset, vendors can waste months chasing the wrong buyers or pricing poorly. This session delivers clarity, confidence, and a realistic plan based on over 150 IRTO transactions.
Analyst:
This defines vendor momentum. No plan, no progress.
Workflow:
Essential to avoid rework later. A clear start saves hours downstream.
Broker:
Our best exits always start here. Those who skip it usually regret it.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Full business valuation

This is a comprehensive RTO valuation based on Capitalisation of Future Maintainable Earnings (CFME), backed by benchmarking, risk assessment and market data. The valuation includes detailed EBITDA normalisation, comparative sales analysis and a formal written report suitable for internal use, pricing strategies or buyer defence. There are two options here – a full 250 page Valuation including risks, enhancement strategies, every metric necessary and full analysis. This is a beast and is a $8000 investment.
The second option is a lesser, yet still valuable tool at $500.

Both include:

  • EBITDA and PEBITDA calculations with full add-back commentary.
  • Risk-weighted CFME multiple applied using industry and business-specific metrics.
  • Three-tiered valuation reference: maintainable earnings, market comparison and rule
    of thumb.
  • Includes normalisation of owner expenses, compliance risks and forecasted buyer
    impact.

You’ll know the real value of your RTO and can confidently price it to attract serious buyers, without leaving money on the table. It protects you from underquoting, overpricing or having to justify assumptions under buyer pressure.

Vendor Justification:
Vendors rarely understand how buyers assess EBITDA and risk. A real valuation not only supports price—it prevents overreach, deters tyre-kickers, and gives vendors leverage in early conversations.
Analyst:
CFME + market comp = buyer trust. This is essential for deal traction.
Workflow:
Complex to execute without deep sector understanding.
Broker:
This builds the price story. Without it, your number is just hope.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Information memorandum preparation

We write and design your complete Information Memorandum (IM), which includes all relevant business, compliance, financial and commercial data needed for a buyer to assess your RTO. It becomes your core sales document and is essential for credibility, transparency and buyer engagement.

It includes:

  • Customised content written by experienced education-sector advisors.
  • Includes executive summary, scope of registration, compliance history, staff,
    systems, financials and sale rationale.
  • Formatted in professional layout with logical flow and clear headings.
  • Reviewed for compliance appropriateness and marketing impact.

Your IM becomes your professional voice in the market. It answers buyer questions before they’re asked and showcasing your RTO in its best light. It saves time, builds trust and makes your business look buyer-ready from day one.

Vendor Justification:
An IM is the first serious document a buyer sees. Done poorly, it raises red flags. Infinity ensures the story is sharp, compliant, and positioned to attract high-quality buyers—not window-shoppers.
Analyst:
It’s the investment case in writing. Underestimate this and suffer for it.
Workflow:
Vendors trying this alone either overshare or underdeliver.
Broker:
You’ve got 3 pages to make them care. This is where we shine.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Buyer Network Access

This service gives your RTO direct exposure to Infinity’s internal buyer network. This comprises of screened, active and acquisition-ready individuals, institutions and investor groups. We have over 8500 registered RTO buyers and we can proactively match your business with aligned prospects based on industry appetite, scope interest, budget and
acquisition strategy.

It includes:

  • Access to Infinity’s proprietary buyer CRM refined across 160+ RTO sales.
  • Custom-matching based on buyer preferences (CRICOS, funding, online vs
    campus, compliance history).
  • Buyers are briefed using a tailored summary before contact is made.
  • Discreet introductions and tracking of all activity.
  • A signed Non-disclosure agreement from the buyer for your records

You bypass the noise of public listings and connect with qualified buyers who are ready to move. This means saving time and reducing the stress of unqualified leads.

Vendor Justification:
You can’t Google our buyer list. This access shortcut bypasses weeks of legwork and delivers vetted buyers with real funding, compliance understanding, and fit for sector. It’s exclusive for a reason.
Analyst:
Vendor reach is instantly 10x stronger.
Workflow:
Screening each buyer manually would be overwhelming.
Broker:
This is the Infinity advantage. Full stop.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Premium listing management

This is a comprehensive service where Infinity takes over the full responsibility for preparing, formatting, publishing and managing your RTO’s business-for-sale listings across all major buyer platforms. That includes SeekBusiness, Bsale, BizBuySell,

Businessesforsale and the Infinity internal buyer network (which includes CRICOS-focused buyers, private equity groups and offshore education investors). We also manage placement on social platforms such as LinkedIn, applying strategic tagging and call-to-actions based on the sale type and audience.

This isn’t just uploading your IM or copy-pasting text. We build the commercial messaging and visual layout to position your RTO as a high-value, trustworthy investment — even in a competitive or cluttered market.

It includes:

  • End-to-end preparation of a professionally written listing using high-conversion copywriting, tailored to your RTO’s unique strengths (scope of registration, compliance record, delivery model, staff, scale and funding approvals).
  • Strategic platform placement across up to 5 channels, each with different formatting and listing criteria.
  • Inclusion of image assets, buyer-facing headlines, lead generation tags and industry-relevant hashtags.
  • Ongoing monitoring and editing for up to 90 days to reflect changes in vendor needs, buyer enquiries or strategy.
  • Listing performance tracking and reporting included for IRSS vendors upon request.

You don’t need to figure out what to say, how long it should be or where to post it — we do it all. This service ensures that your business is presented in the best light, right from the first impression. Buyers immediately see a listing that looks legitimate, credible, compliant and well-prepared and gives buyers the confidence to enquire.

It removes the emotional and cognitive burden of “selling yourself” and protects you from common mistakes like over- or under-sharing, incorrect structure or accidental non-compliance. Your listing becomes a magnet for serious buyers, while you stay focused on your day-to-day operations.

Vendor Justification:
Posting a listing is easy—optimising it is not. Our team tailors platform placements, titles and tags to attract serious leads, not tyre-kickers. This prevents poor conversions and enquiry fatigue.
Analyst:
Low barrier to entry. Medium reward when done well.
Workflow:
Saves hours of learning multiple platforms.
Broker:
Good listings = better buyer tone from the first click.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Valuation education session

A one-on-one session where we demystify how valuations work in RTO sales. We walk through CFME logic, normalisations, buyer pricing behaviour and market benchmarks.

You’ll see how your valuation was calculated and what influences multiple selection.

It includes:

  • 45–60 minute Zoom session explaining CFME methodology and multiples.
  • Review of your EBITDA calculation and normalisation categories.
  • Exploration of buyer psychology, negotiation risks and common valuation gaps.
  • Opportunity for Q&A to clarify any part of the valuation.

You’ll feel confident during price discussions, better equipped to defend your number and
less reliant on guesswork or hearsay. It empowers you to speak the buyer’s language.

Vendor Justification:
Understanding how buyers interpret value changes how a vendor frames their business. This session transforms vendor mindset and removes unhelpful pricing myths or unrealistic comparisons.
Analyst:
Crucial for avoiding valuation mismatches early on.
Workflow:
Prevents a cycle of wasted buyer conversations.
Broker:
The best defence is education. This makes you fluent in buyer-speak.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Sale timing strategy

This advisory service helps determine the ideal time to launch your sale based on market conditions, regulatory calendars, enrolment cycles and internal readiness. It ensures your timing supports, not sabotages, your sale.

It includes:

  • Assessment of sector-specific seasonality, funding windows and ASQA re- registration cycles.
  • Overlay of your business’s current readiness and compliance documentation timelines.
  • A recommendation window for marketing launch and negotiation ramp-up.
  • Co-developed with our data team and valuation specialists.

You avoid launching at the wrong time. At different times, buyers are distracted, funding is unclear or audit pressure is high. Knowing this and planning around this protects valuation, momentum and buyer confidence.

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Business health check

A structured review of your RTO’s operational, financial, compliance and staffing performance—highlighting risks, red flags and areas that may reduce buyer confidence or valuation.

It includes:

  • Checklist-based review of key risk areas: scope accuracy, audit history, trainer qualifications, financial clarity.
  • Identification of warning signs that buyers and their advisors typically flag.
  • Preliminary grade across 8 performance dimensions (financial, enrolments, compliance, systems, etc.).
  • Recommendations for improvements before listing.

This allows you to fix issues before they cost you real money or opportunity. A strong pre- sale health check gives buyers fewer reasons to negotiate you down—or walk away entirely.

Vendor Justification:
Before you list, you need to know what’s working—and what could spook a buyer. This check reviews key metrics, compliance flags, and structural gaps, giving you a roadmap to fix issues before they cost you value.
Analyst:
Benchmarking drives smarter decisions.
Workflow:
Early detection prevents frantic late fixes.
Broker:
It’s the pre-sale version of a building inspection—do it before buyers start poking around.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
NDA management

We provide and manage the Mutual non-disclosure agreement (NDA) process between you and each buyer enquiry.
This ensures that sensitive information, such as your IM and financials, are only disclosed once confidentiality has been legally accepted.

It includes:

  • Provision of IRSS-branded Mutual NDA template tailored to RTO share sales.
  • Customisable fields for buyer and seller names, RTO ID and jurisdiction.
  • Tracking and logging of signed NDAs in your sales file for audit integrity.
  • Optional DocuSign digital workflow for seamless signing and timestamping.

You stay protected without needing to chase paperwork or worry about who has what. It safeguards your business IP and ensures buyer conversations start on a respectful, legal footing.

Vendor Justification:
Using the wrong NDA—or forgetting to send one—can expose sensitive details. We manage this process so every buyer is protected, tracked, and vetted before you disclose financials or IP.
Analyst:
This is about risk management—not just paperwork.
Workflow:
Automates buyer handling and protects the vendor.
Broker:
You can’t afford a loose file going to the wrong person. This keeps it clean.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Buyer financial assessment

We assess each buyer’s financial capacity to complete the deal. This includes evaluating how they intend to fund the acquisition and whether it aligns with current market norms.

You don’t waste time on dreamers. This filter helps you focus on real buyers who can follow through and thus protecting your energy and timeline.

Vendor Justification:
Spending time with an underfunded or unrealistic buyer costs you time and leverage. This service qualifies intent, capacity, and flags flight risks early.
Analyst:
No point negotiating terms with someone who can’t pay.
Workflow:
Stops wasted calendar invites and false starts.
Broker:
Filtering buyers protects the vendor’s time and energy.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Buyer alignment screening

This service evaluates the operational, cultural and compliance suitability of each buyer before moving forward. We look beyond the money to assess whether they’re a good strategic and reputational fit.

It provides:

  • An assessment of buyer’s education experience, team structure and intent.
  • Review of delivery capacity, location fit and compatibility with scope.
  • Initial review of reputational risks, conflicts of interest or competitor overlap.
  • Results shared with vendor prior to any meeting or disclosure.

This prevents the awkwardness of negotiating with a buyer who was never going to pass due diligence. You avoid exposing your business to unsuitable parties or risking future student/staff disruption.

Vendor Justification:
It’s not just about money. Mismatched values, operations or compliance mindset can cause conflict post-sale. We screen for compatibility early to avoid these risks.
Analyst:
Cultural fit reduces transition friction.
Workflow:
Avoids wasted effort on buyers who won't survive the first audit.
Broker:
Not every buyer is right. This helps you spot the wrong ones early.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Buyer meeting facilitation

We organise, structure and moderate the initial meeting between you and each qualified buyer. This ensures both parties stay focused, confidential and productive. It keeps you in the safe zone without overstepping into negotiation too soon.

This includes:

  • A quick game-planning session to get you into the right frame of mind and a guide on what to say and what not to say
  • Scheduling for mutually acceptable times and agenda-setting with clear boundaries on topics discussed.
  • Infinity team member present to host, redirect or clarify points.
  • Support with presentation of IM highlights and key buyer questions.
  • Post-meeting summary and recommendations emailed to vendor.

You present professionally, maintain control and avoid saying too much too soon. It sets the right tone and helps both sides assess fit without pressure. This is a critical stage of the sale where deals are lost.

Vendor Justification:
Unstructured meetings lead to missed questions, tension, and lost momentum. We structure agendas, manage tone, and extract clear outcomes—ensuring the vendor shines and buyers leave informed.
Analyst:
Controlled environments create better decisions.
Workflow:
Reduces risk of he-said/she-said confusion.
Broker:
Some vendors overshare. Some freeze. We manage the middle.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Professional enquiry handling

We respond to all buyer enquiries on your behalf, ensuring timely, consistent and professional engagement. This protects your brand, keeps the process moving and ensures qualified buyers receive attention quickly.

It includes:

  • First-response email sent within 24 hours of enquiry receipt.
  • Consistent tone, NDA follow-up and triage of buyer motivations.
  • Inbox management for IRSS sellers, with buyer tracking log.
  • Custom escalation to vendor only when buyer qualifies for IM.

You stay focused on running your business while we handle the admin and screening. It avoids missed opportunities and ensures no enquiry slips through the cracks.

Vendor Justification:
Missing a serious buyer because you replied late, vaguely, or too defensively is a common vendor error. This service ensures all comms are timely, professional, and push toward next steps.
Analyst:
Poor buyer response is a silent deal killer.
Workflow:
Removes distraction and lets vendors focus on operations.
Broker:
We’ve seen sales land or die based on one email reply. This matters.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Vendor workload reduction

This service takes operational pressure off you by delegating routine sale tasks to the Infinity team. We handle forms, emails, document formatting, call scheduling and admin so you can stay focused on running your RTO. If the sale is killing your productivity in the business, this could be an option for you.

This includes:

  • End-to-end support for routine admin tasks tied to the sale process (forms, checklists, updates).
  • Infinity acts as your point of contact for buyer queries and document requests.
  • Streamlined communication via shared inbox and deal tracking tools.
  • Hands-on assistance with scheduling, confirmations and updates between parties.

You reduce overwhelm and keep your RTO stable during the sale process. This lets you maintain day-to-day operations while Infinity handles the heavy admin lifting in the background.

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Negotiation coaching

Receive one-on-one coaching from a senior Infinity advisor to help you prepare for buyer negotiation. We help you understand likely pressure points, avoid common traps and structure your responses with confidence. Infinity negotiate with buyers all day, every day.

This support could make or break the deal and make you way more money than the cost.

Includes:

  • Mock negotiation walk-throughs and discussion of your likely buyer questions.
  • Review of buyer offers, terms and value drivers to clarify what’s negotiable.
  • Strategy session on tone, posture and clarity of your walk-away position.
  • Support material provided including examples of successful terms.
  • Key words phrases and wording
  • Buyer turn-offs

You’ll feel equipped and calm during negotiations, ready and able to stand your ground without overplaying your hand. This boosts your credibility and helps preserve value while building buyer rapport.

Vendor Justification:
The right price can be lost in a bad tone. Vendors must be coached on how to hold firm, flex when needed, and avoid reactive decisions under pressure. We provide scripts, scenarios, and confidence.
Analyst:
Helps reduce fear and second-guessing.
Workflow:
Buyers respect calm, prepared sellers.
Broker:
The better trained you are, the less I need to rescue a deal.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Due diligence support

Infinity provides you with a complete due diligence folder structure and checklist as a part of the package BUT this support goes further. We will manage the folders to ensure compliance, safety, engagement and support you during the buyer review phase. This ensures your documents are complete, clean, compliant and ready for buyer or advisor
review without panic.

Includes:

  • You send we manage approach
  • Access to Infinity’s DD folder structure based on 160+ completed sales.
  • Editable templates for financials, student records, compliance items and contracts.
  • Checklist of required items including tips to avoid common red flags.
  • Pre-DD review and clean-up advice included.
  • Management and reporting of buyer access
  • Updating as needed

You’ll move through due diligence faster with fewer objections and save weeks whilst maintaining buyer confidence throughout the process.

Vendor Justification:
Most vendors underestimate the complexity of due diligence. We structure the process, ensure data integrity, and avoid last-minute buyer shock. This service is where deals often fall apart—or stay together.
Analyst:
The most technical, risk-prone part of any deal. Structure wins.
Workflow:
Vendor-led DD without this ends up chaotic.
Broker:
It’s not just paperwork—it’s deal preservation.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Compliant buyer responses

We help you craft professional and compliant responses to buyer questions, particularly around audit history, financials and systems. This protects your legal position while also reinforcing value and ensuring the responses align with norms. One wrong answer could get you in legal trouble.

This includes:

  • Review and redrafting of your draft responses to buyer DD questions.
  • Tone and framing adjusted for commercial clarity and confidence.
  • Avoids accidental over-disclosure or non-compliant language.
  • Advice drawn from 200+ real buyer Q&A interactions.
  • Review of meetings held

You’ll stay out of trouble while still being transparent and persuasive. This earns buyer trust without creating liability or uncertainty for you.

Vendor Justification:
The wrong phrase in a buyer response can trigger legal concern or misrepresentation. We help vendors respond with confidence and precision—showcasing strength without risk.
Analyst:
Protects from unintentional admissions or overcommitment.
Workflow:
Tightens turnaround time and buyer confidence.
Broker:
Buyers don’t forget bad emails. Or good ones.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Buyer finance guidance

We can guide the buyer on where to seek funding, how to structure their approach and what documentation lenders usually request. While Infinity is not a licensed finance broker, we can significantly reduce buyer confusion and false starts.

We can:

  • Guide on lender types, timelines and deal structures typically accepted.
  • Provide template finance summary for buyer to submit with application.
  • Make introductions to known brokers or advisory groups if requested.
  • Advice tailored to RTO funding profiles and price ranges.

This helps your buyer move forward with clarity, speeding up the path to a real offer while avoiding abandoned deals due to finance confusion.

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Advisor coordination support

Infinity helps coordinate communication between you, your accountant, your solicitor, your consultants and the buyer’s advisors. We keep all parties informed, aligned and progressing through milestones without confusion or delay.

We advise of the clear delineation of who supplies what document or input at each stage with Prompt reminders when legal or financial reviews are required. We provide support in mediating confusion between commercial and legal interpretations.

You avoid bottlenecks, crossed wires and frustrating back-and-forth. With all advisors aligned, your deal moves forward more smoothly and with fewer headaches.

Vendor Justification:
Multiple advisors means multiple timelines and languages. We become the translator and coordinator—avoiding crossed wires, missed deadlines, and inconsistent messaging.
Analyst:
Multi-party deals stall when no one leads.
Workflow:
The more moving parts, the more coordination matters.
Broker:
I’ve saved deals just by getting everyone in the same email thread.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Tax implication briefing
General

We provide a general overview of typical tax considerations in an RTO sale, such as GST, CGT, share sale clauses and settlement timing. Note: This is general guidance only—not financial advice.

 This includes:

  • Discussion on differences in tax treatment for share vs asset sales.
  • High-level briefing on CGT, GST and pre-sale structuring strategies.
  • Examples of common tax mistakes vendors make when unprepared.
  • Designed to prompt early engagement with your accountant.

You walk into conversations with your accountant informed and ready which saves you time and money whilst avoiding surprises and enabling smarter planning.

Vendor Justification:
This briefing doesn’t replace an accountant—it empowers your conversation with one. You’ll understand the questions to ask, what CGT might mean, and avoid being caught off guard.
Analyst:
Financial literacy reduces regret post-sale.
Workflow:
Helpful as prep, not definitive advice.
Broker:
Vendors are calmer when they know what might be taxed.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Pre-sale restructuring advice

We assess whether small operational or structural changes before sale could increase valuation, reduce buyer objections or streamline the transaction.

Includes:

  • Review of group structures, trading entities and shareholding.
  • Assessment of liabilities, intercompany loans and director debts.
  • Advice on business simplification
  • Cost-structure clean-up pre-launch.
  • All recommendations general in nature.

You unlock extra value by tidying up what buyers often view as ‘problems’. This removes deal friction and can add tens of thousands to your end sale outcome.

Vendor Justification:
A messy company structure costs you deals. This advice ensures you avoid buyer red flags—like director loans, inactive shareholders, or unclear asset separation.
Analyst:
Structure predicts outcome.
Workflow:
Removes unnecessary accounting noise later.
Broker:
This is where a clean house gets a better price.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
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Employee & contractor handover strategy

We help you plan for how your trainers, assessors, admin staff and contractors will transition post-sale—whether retained, exited or re-engaged under new ownership.

Inclusions:

  • Analysis of current staffing model, award compliance and contract type.
  • Recommendations for continuity, exit notices and post-sale engagement models.
  • Template communication plans and legal handover memo guidance.
  • Support aligning staff handover with the proposed completion date.

You reduce disruption, avoid last-minute HR chaos and protect the goodwill value that comes from keeping key personnel calm, informed and retained where appropriate.

Vendor Justification:
Buyers fear losing key people. We help vendors craft a staff story and continuity plan—reducing anxiety and increasing perceived stability.
Analyst:
Key personnel = continuity = confidence.
Workflow:
Saves reactive HR fixes post-settlement.
Broker:
People are part of the purchase, even if they’re contractors.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Strategic growth advisory
Pre-sale

We review your RTO operations for ‘low-hanging fruit’ growth strategies that can be implemented 2–6 months prior to going to market OR as a value-add for the buyer. This helps in your negotiation to show the buyer what are some initial wins. This may increase EBITDA, de-risk buyer perception or create buyer FOMO.

Includes:

  • Identification of quick wins across pricing, enrolments, marketing funnels or course bundling.
  • Insights on system improvements or efficiency plays buyers will reward.
  • Mini ‘value acceleration’ plan delivered within 10 business days.
  • Review includes EBITDA uplift estimate with supporting logic.

You enhance valuation and buyer perception with minimal effort. This often leads to a higher sale price, faster deal and stronger negotiation posture.

Vendor Justification:
If you've got a 3–6 month runway, we’ll show you how to lift value through smart margin or delivery tweaks. More profit. Better multiples.
Analyst:
You can polish and price smarter.
Workflow:
Prioritises value-creating initiatives.
Broker:
If you’ve got time, this pays off.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Settlement process management

Infinity supports the final stretch of the deal by guiding you through settlement milestones: document sign-off, payout reconciliations, buyer onboarding and legal closeout tasks. At the end, it is about you finalising the sale cleanly and safely and we can help ensure this happens.

Includes:

  • Checklist of pre- and post-settlement deliverables customised to your deal.
  • Email support for scheduling, signing logistics and final transfer advice.
  • Coaching and support
  • Optional attendance at final completion meeting (if required).
  • Communication templates for staff, students or clients.

You cross the finish line with clarity and confidence—without missing a critical handover detail or scrambling to meet final requirements under pressure.

Vendor Justification:
Deals can derail in the final weeks. We manage checklists, legal coordination, and payment structure to ensure the handover happens without dispute or delay.
Analyst:
This step requires legal, financial and operational sync.
Workflow:
Essential for timing cash flow and compliance milestones.
Broker:
It’s not sold until it’s settled. And this is how it gets there.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Order now
Weekly update calls

You receive structured weekly check-in calls or emails with your Infinity advisor, summarising progress, enquiries, risks and what to expect next.

What is included:

  • 15–30 min call each week or written summary update by email.
  • Covers buyer enquiries, document status, key questions or slow spots.
  • Agenda set and tracked via IRSS project board for transparency.
  • Available throughout listing, due diligence and pre-settlement phases.

We know what it is like to be in a deal and fighting a sense of loneliness. With this support you always know where things are at. These updates reduce stress, prevent surprises and create a sense of control in what can otherwise feel like a black box.

Vendor Justification:
Regular rhythm avoids vendor anxiety. These calls provide clarity, accountability, and momentum—even if there’s no major news that week.
Analyst:
Structured updates reduce stress and fog.
Workflow:
Keeps vendors organised.
Broker:
Sometimes we just need to say: you’re on track.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
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Document & file management

We create and maintain a clean, well-organised digital file structure for your deal—including all buyer comms, signed NDAs, versions of the IM and due diligence uploads.

Includes:

  • Cloud folder structure following Infinity’s secure naming and sorting protocols
  • Real-time updates tracked by our team and shared access when needed.
  • Version control applied to prevent file duplication or outdated uploads.
  • All files stored in Australia-based, encrypted cloud environment.

You avoid clutter, confusion and version control chaos. Buyers and their advisors see a well-managed process—building credibility and speeding up due diligence.

Vendor Justification:
Messy folders slow deals. We ensure buyer packs are clean, well-named, and accessible—keeping the deal on track and the buyer impressed.
Analyst:
Compliance is judged by documentation.
Workflow:
Vendors underestimate how important neatness is.
Broker:
A great deal can be undone by a chaotic folder.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
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Post-sale transition planning

We help plan the 30–90 day period after settlement: who does what, what needs to be handed over and how to deliver a professional and smooth transition for the new owner.

Features:

  • Checklist of typical handover steps with roles assigned (staff, tech, finance, compliance).
  • Support drafting your handover summary and data pack.
  • Customised to fit your deal type: CRICOS, online, state-funded etc.
  • Option to brief buyer directly if pre-approved by you.
  • Option to have the buyer commit to paying this to ensure a smooth handover.

You avoid tension and last-minute scrambles post-settlement. Buyers leave feeling well- supported, which protects legacy and reputation and may help with retained earnouts or deferred elements.

Vendor Justification:
A great sale ends with a smooth handover. This plan protects reputation, supports staff continuity, and ensures buyers feel supported—not abandoned.
Analyst:
Continuity planning prevents post-sale risk and confusion.
Workflow:
Vendors underestimate how many systems they personally anchor.
Broker:
Transitions done well build goodwill and reduce buyer claims.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
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Post-sale vendor follow-up
No charge

We check in with you 2–4 weeks after sale to debrief on your transition, make sure there are no loose ends and provide a final wrap-up of your IRSS experience.

Includes:

  • One-on-one debrief with your Infinity advisor post-settlement.
  • Checklist review of deliverables and unresolved questions.
  • Optional vendor testimonial opportunity to support others.

You get closure, clarity and assurance that everything is done. It marks a respectful, supported end to what is often a deeply personal journey.

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Regulatory & sector knowledge updates
No charge

We keep you informed about shifts in ASQA policy, state funding trends, CRICOS reforms and other regulatory movements that may affect your RTO’s value or buyer pool.

Features:

  • Periodic bulletins with analysis of new rules or interpretations.
  • Briefing notes tailored to RTO sellers—not generic training provider info.
  • Option to request clarification Zoom on key changes.
  • Linked to how changes may impact scope, compliance or buyer types.

You sell with foresight, not hindsight—avoiding price drops or buyer withdrawal due to surprises you could have known earlier.

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Dispute support
Post-Sale

Despite best efforts, sometimes an issue arises post-settlement whether it is a misunderstanding, earnout delays or document gaps, we can provide guidance to de- escalate, document facts and protect your position fairly.

Includes:

  • Initial review of issue and its commercial context.
  • Guidance on communication approach and tone.
  • Support drafting response or mediation request where appropriate.
  • Escalation referral to legal counsel if needed.

You feel supported and less alone if things get rocky after the deal. With Infinity’s calm, commercial advice, you can often resolve issues without unnecessary legal costs or emotional stress.

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Zero upfront payment upgrade
Full Service

This upgrade allows you to access Infinity’s full broker service without any upfront payment. Instead of paying in advance, our commission is only payable if the business is sold. This aligns both parties toward a successful outcome.

Features:

  • No deposit, upfront fees or marketing costs until completion.
  • Performance-based engagement aligned with sale result.
  • Available only to qualified IRSS vendors with clear sale commitment.
  • Option includes full contract execution and listing placement.

Removes financial stress and gives you access to a high-end sales process without risking your capital. You only pay if the result is achieved. This makes it feel like a true partnership, not a sunk cost.

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RTO readiness advisory

Review of systems, staff, compliance and scope for buyer appeal.

Vendor Justification:
Readiness gaps kill deals. This service spots landmines before buyers do—from legacy policies to unregistered trainers. Clean, confident due diligence starts here.
Analyst:
It’s cheaper to fix things now than later.
Workflow:
Enables smoother transition and less buyer resistance.
Broker:
This service turns doubt into confidence before you even list.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
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Custom marketing package

Hooks, headlines and copywriting tailored to sector psychology.

Vendor Justification:
Buyers are emotionally driven—great marketing makes them *want* to know more. We use sector language, structure, and conversion-tested copy to position your RTO as a compelling investment, not just a business for sale.
Analyst:
Effective positioning changes buyer expectations.
Workflow:
Professional copy removes friction from listing to enquiry.
Broker:
There’s a reason we don’t let vendors write their own listings—it’s 80% psychology.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
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Vendor Education

Real examples of what worked, what didn’t, and how other vendors navigated their sale.

Vendor Justification:
Learning from real examples reduces anxiety and sets benchmarks. Vendors feel more confident and realistic when they see how others tackled similar challenges.
Analyst:
Anchors expectations in lived experience.
Workflow:
Informative but not a replacement for strategy.
Broker:
This is the part that makes vendors say: 'Now I get it.'
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
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IRSS Package
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Advisor coordination support

Infinity helps coordinate communication between you, your accountant, your solicitor, your consultants and the buyer’s advisors. We keep all parties informed, aligned and progressing through milestones without confusion or delay.

We advise of the clear delineation of who supplies what document or input at each stage with Prompt reminders when legal or financial reviews are required. We provide support in mediating confusion between commercial and legal interpretations.

You avoid bottlenecks, crossed wires and frustrating back-and-forth. With all advisors aligned, your deal moves forward more smoothly and with fewer headaches.

Vendor Justification:
Multiple advisors means multiple timelines and languages. We become the translator and coordinator—avoiding crossed wires, missed deadlines, and inconsistent messaging.
Analyst:
Multi-party deals stall when no one leads.
Workflow:
The more moving parts, the more coordination matters.
Broker:
I’ve saved deals just by getting everyone in the same email thread.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Business health check

A structured review of your RTO’s operational, financial, compliance and staffing performance—highlighting risks, red flags and areas that may reduce buyer confidence or valuation.

It includes:

  • Checklist-based review of key risk areas: scope accuracy, audit history, trainer qualifications, financial clarity.
  • Identification of warning signs that buyers and their advisors typically flag.
  • Preliminary grade across 8 performance dimensions (financial, enrolments, compliance, systems, etc.).
  • Recommendations for improvements before listing.

This allows you to fix issues before they cost you real money or opportunity. A strong pre- sale health check gives buyers fewer reasons to negotiate you down—or walk away entirely.

Vendor Justification:
Before you list, you need to know what’s working—and what could spook a buyer. This check reviews key metrics, compliance flags, and structural gaps, giving you a roadmap to fix issues before they cost you value.
Analyst:
Benchmarking drives smarter decisions.
Workflow:
Early detection prevents frantic late fixes.
Broker:
It’s the pre-sale version of a building inspection—do it before buyers start poking around.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Buyer alignment screening

This service evaluates the operational, cultural and compliance suitability of each buyer before moving forward. We look beyond the money to assess whether they’re a good strategic and reputational fit.

It provides:

  • An assessment of buyer’s education experience, team structure and intent.
  • Review of delivery capacity, location fit and compatibility with scope.
  • Initial review of reputational risks, conflicts of interest or competitor overlap.
  • Results shared with vendor prior to any meeting or disclosure.

This prevents the awkwardness of negotiating with a buyer who was never going to pass due diligence. You avoid exposing your business to unsuitable parties or risking future student/staff disruption.

Vendor Justification:
It’s not just about money. Mismatched values, operations or compliance mindset can cause conflict post-sale. We screen for compatibility early to avoid these risks.
Analyst:
Cultural fit reduces transition friction.
Workflow:
Avoids wasted effort on buyers who won't survive the first audit.
Broker:
Not every buyer is right. This helps you spot the wrong ones early.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Buyer finance guidance

We can guide the buyer on where to seek funding, how to structure their approach and what documentation lenders usually request. While Infinity is not a licensed finance broker, we can significantly reduce buyer confusion and false starts.

We can:

  • Guide on lender types, timelines and deal structures typically accepted.
  • Provide template finance summary for buyer to submit with application.
  • Make introductions to known brokers or advisory groups if requested.
  • Advice tailored to RTO funding profiles and price ranges.

This helps your buyer move forward with clarity, speeding up the path to a real offer while avoiding abandoned deals due to finance confusion.

Buyer financial assessment

We assess each buyer’s financial capacity to complete the deal. This includes evaluating how they intend to fund the acquisition and whether it aligns with current market norms.

You don’t waste time on dreamers. This filter helps you focus on real buyers who can follow through and thus protecting your energy and timeline.

Vendor Justification:
Spending time with an underfunded or unrealistic buyer costs you time and leverage. This service qualifies intent, capacity, and flags flight risks early.
Analyst:
No point negotiating terms with someone who can’t pay.
Workflow:
Stops wasted calendar invites and false starts.
Broker:
Filtering buyers protects the vendor’s time and energy.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Buyer meeting facilitation

We organise, structure and moderate the initial meeting between you and each qualified buyer. This ensures both parties stay focused, confidential and productive. It keeps you in the safe zone without overstepping into negotiation too soon.

This includes:

  • A quick game-planning session to get you into the right frame of mind and a guide on what to say and what not to say
  • Scheduling for mutually acceptable times and agenda-setting with clear boundaries on topics discussed.
  • Infinity team member present to host, redirect or clarify points.
  • Support with presentation of IM highlights and key buyer questions.
  • Post-meeting summary and recommendations emailed to vendor.

You present professionally, maintain control and avoid saying too much too soon. It sets the right tone and helps both sides assess fit without pressure. This is a critical stage of the sale where deals are lost.

Vendor Justification:
Unstructured meetings lead to missed questions, tension, and lost momentum. We structure agendas, manage tone, and extract clear outcomes—ensuring the vendor shines and buyers leave informed.
Analyst:
Controlled environments create better decisions.
Workflow:
Reduces risk of he-said/she-said confusion.
Broker:
Some vendors overshare. Some freeze. We manage the middle.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Buyer Network Access

This service gives your RTO direct exposure to Infinity’s internal buyer network. This comprises of screened, active and acquisition-ready individuals, institutions and investor groups. We have over 8500 registered RTO buyers and we can proactively match your business with aligned prospects based on industry appetite, scope interest, budget and
acquisition strategy.

It includes:

  • Access to Infinity’s proprietary buyer CRM refined across 160+ RTO sales.
  • Custom-matching based on buyer preferences (CRICOS, funding, online vs
    campus, compliance history).
  • Buyers are briefed using a tailored summary before contact is made.
  • Discreet introductions and tracking of all activity.
  • A signed Non-disclosure agreement from the buyer for your records

You bypass the noise of public listings and connect with qualified buyers who are ready to move. This means saving time and reducing the stress of unqualified leads.

Vendor Justification:
You can’t Google our buyer list. This access shortcut bypasses weeks of legwork and delivers vetted buyers with real funding, compliance understanding, and fit for sector. It’s exclusive for a reason.
Analyst:
Vendor reach is instantly 10x stronger.
Workflow:
Screening each buyer manually would be overwhelming.
Broker:
This is the Infinity advantage. Full stop.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Compliant buyer responses

We help you craft professional and compliant responses to buyer questions, particularly around audit history, financials and systems. This protects your legal position while also reinforcing value and ensuring the responses align with norms. One wrong answer could get you in legal trouble.

This includes:

  • Review and redrafting of your draft responses to buyer DD questions.
  • Tone and framing adjusted for commercial clarity and confidence.
  • Avoids accidental over-disclosure or non-compliant language.
  • Advice drawn from 200+ real buyer Q&A interactions.
  • Review of meetings held

You’ll stay out of trouble while still being transparent and persuasive. This earns buyer trust without creating liability or uncertainty for you.

Vendor Justification:
The wrong phrase in a buyer response can trigger legal concern or misrepresentation. We help vendors respond with confidence and precision—showcasing strength without risk.
Analyst:
Protects from unintentional admissions or overcommitment.
Workflow:
Tightens turnaround time and buyer confidence.
Broker:
Buyers don’t forget bad emails. Or good ones.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Custom marketing package

Hooks, headlines and copywriting tailored to sector psychology.

Vendor Justification:
Buyers are emotionally driven—great marketing makes them *want* to know more. We use sector language, structure, and conversion-tested copy to position your RTO as a compelling investment, not just a business for sale.
Analyst:
Effective positioning changes buyer expectations.
Workflow:
Professional copy removes friction from listing to enquiry.
Broker:
There’s a reason we don’t let vendors write their own listings—it’s 80% psychology.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Dispute support
Post-Sale

Despite best efforts, sometimes an issue arises post-settlement whether it is a misunderstanding, earnout delays or document gaps, we can provide guidance to de- escalate, document facts and protect your position fairly.

Includes:

  • Initial review of issue and its commercial context.
  • Guidance on communication approach and tone.
  • Support drafting response or mediation request where appropriate.
  • Escalation referral to legal counsel if needed.

You feel supported and less alone if things get rocky after the deal. With Infinity’s calm, commercial advice, you can often resolve issues without unnecessary legal costs or emotional stress.

Document & file management

We create and maintain a clean, well-organised digital file structure for your deal—including all buyer comms, signed NDAs, versions of the IM and due diligence uploads.

Includes:

  • Cloud folder structure following Infinity’s secure naming and sorting protocols
  • Real-time updates tracked by our team and shared access when needed.
  • Version control applied to prevent file duplication or outdated uploads.
  • All files stored in Australia-based, encrypted cloud environment.

You avoid clutter, confusion and version control chaos. Buyers and their advisors see a well-managed process—building credibility and speeding up due diligence.

Vendor Justification:
Messy folders slow deals. We ensure buyer packs are clean, well-named, and accessible—keeping the deal on track and the buyer impressed.
Analyst:
Compliance is judged by documentation.
Workflow:
Vendors underestimate how important neatness is.
Broker:
A great deal can be undone by a chaotic folder.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Due diligence support

Infinity provides you with a complete due diligence folder structure and checklist as a part of the package BUT this support goes further. We will manage the folders to ensure compliance, safety, engagement and support you during the buyer review phase. This ensures your documents are complete, clean, compliant and ready for buyer or advisor
review without panic.

Includes:

  • You send we manage approach
  • Access to Infinity’s DD folder structure based on 160+ completed sales.
  • Editable templates for financials, student records, compliance items and contracts.
  • Checklist of required items including tips to avoid common red flags.
  • Pre-DD review and clean-up advice included.
  • Management and reporting of buyer access
  • Updating as needed

You’ll move through due diligence faster with fewer objections and save weeks whilst maintaining buyer confidence throughout the process.

Vendor Justification:
Most vendors underestimate the complexity of due diligence. We structure the process, ensure data integrity, and avoid last-minute buyer shock. This service is where deals often fall apart—or stay together.
Analyst:
The most technical, risk-prone part of any deal. Structure wins.
Workflow:
Vendor-led DD without this ends up chaotic.
Broker:
It’s not just paperwork—it’s deal preservation.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Employee & contractor handover strategy

We help you plan for how your trainers, assessors, admin staff and contractors will transition post-sale—whether retained, exited or re-engaged under new ownership.

Inclusions:

  • Analysis of current staffing model, award compliance and contract type.
  • Recommendations for continuity, exit notices and post-sale engagement models.
  • Template communication plans and legal handover memo guidance.
  • Support aligning staff handover with the proposed completion date.

You reduce disruption, avoid last-minute HR chaos and protect the goodwill value that comes from keeping key personnel calm, informed and retained where appropriate.

Vendor Justification:
Buyers fear losing key people. We help vendors craft a staff story and continuity plan—reducing anxiety and increasing perceived stability.
Analyst:
Key personnel = continuity = confidence.
Workflow:
Saves reactive HR fixes post-settlement.
Broker:
People are part of the purchase, even if they’re contractors.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Full business valuation

This is a comprehensive RTO valuation based on Capitalisation of Future Maintainable Earnings (CFME), backed by benchmarking, risk assessment and market data. The valuation includes detailed EBITDA normalisation, comparative sales analysis and a formal written report suitable for internal use, pricing strategies or buyer defence. There are two options here – a full 250 page Valuation including risks, enhancement strategies, every metric necessary and full analysis. This is a beast and is a $8000 investment.
The second option is a lesser, yet still valuable tool at $500.

Both include:

  • EBITDA and PEBITDA calculations with full add-back commentary.
  • Risk-weighted CFME multiple applied using industry and business-specific metrics.
  • Three-tiered valuation reference: maintainable earnings, market comparison and rule
    of thumb.
  • Includes normalisation of owner expenses, compliance risks and forecasted buyer
    impact.

You’ll know the real value of your RTO and can confidently price it to attract serious buyers, without leaving money on the table. It protects you from underquoting, overpricing or having to justify assumptions under buyer pressure.

Vendor Justification:
Vendors rarely understand how buyers assess EBITDA and risk. A real valuation not only supports price—it prevents overreach, deters tyre-kickers, and gives vendors leverage in early conversations.
Analyst:
CFME + market comp = buyer trust. This is essential for deal traction.
Workflow:
Complex to execute without deep sector understanding.
Broker:
This builds the price story. Without it, your number is just hope.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Information memorandum preparation

We write and design your complete Information Memorandum (IM), which includes all relevant business, compliance, financial and commercial data needed for a buyer to assess your RTO. It becomes your core sales document and is essential for credibility, transparency and buyer engagement.

It includes:

  • Customised content written by experienced education-sector advisors.
  • Includes executive summary, scope of registration, compliance history, staff,
    systems, financials and sale rationale.
  • Formatted in professional layout with logical flow and clear headings.
  • Reviewed for compliance appropriateness and marketing impact.

Your IM becomes your professional voice in the market. It answers buyer questions before they’re asked and showcasing your RTO in its best light. It saves time, builds trust and makes your business look buyer-ready from day one.

Vendor Justification:
An IM is the first serious document a buyer sees. Done poorly, it raises red flags. Infinity ensures the story is sharp, compliant, and positioned to attract high-quality buyers—not window-shoppers.
Analyst:
It’s the investment case in writing. Underestimate this and suffer for it.
Workflow:
Vendors trying this alone either overshare or underdeliver.
Broker:
You’ve got 3 pages to make them care. This is where we shine.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Initial strategy consultation

This is a one-on-one strategy session with a senior Infinity advisor where we take the time to understand your RTO’s current state, sale motivations, personal goals, timeframes and desired outcomes. It’s a grounding conversation that clarifies where you are, where you want to be and how the IRSS can support your path. We document your objectives and set realistic expectations based on your RTO’s profile.

It includes:

  • 60-minute personalised consultation via Zoom or phone, tailored to your experience
    and business stage.
  • Exploration of vendor motivations, goals, timing constraints and desired exit
    outcomes.
  • Preliminary readiness review and discussion of IRSS tools to be used.
  • Written summary provided after the session with prioritised next steps.

You’ll begin the IRSS journey with clarity, direction and confidence knowing exactly what to expect and what’s required. It removes hesitation and guesswork, helping you feel seen, supported and on track from day one.

Vendor Justification:
Without a strategic map from the outset, vendors can waste months chasing the wrong buyers or pricing poorly. This session delivers clarity, confidence, and a realistic plan based on over 150 IRTO transactions.
Analyst:
This defines vendor momentum. No plan, no progress.
Workflow:
Essential to avoid rework later. A clear start saves hours downstream.
Broker:
Our best exits always start here. Those who skip it usually regret it.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
NDA management

We provide and manage the Mutual non-disclosure agreement (NDA) process between you and each buyer enquiry.
This ensures that sensitive information, such as your IM and financials, are only disclosed once confidentiality has been legally accepted.

It includes:

  • Provision of IRSS-branded Mutual NDA template tailored to RTO share sales.
  • Customisable fields for buyer and seller names, RTO ID and jurisdiction.
  • Tracking and logging of signed NDAs in your sales file for audit integrity.
  • Optional DocuSign digital workflow for seamless signing and timestamping.

You stay protected without needing to chase paperwork or worry about who has what. It safeguards your business IP and ensures buyer conversations start on a respectful, legal footing.

Vendor Justification:
Using the wrong NDA—or forgetting to send one—can expose sensitive details. We manage this process so every buyer is protected, tracked, and vetted before you disclose financials or IP.
Analyst:
This is about risk management—not just paperwork.
Workflow:
Automates buyer handling and protects the vendor.
Broker:
You can’t afford a loose file going to the wrong person. This keeps it clean.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Negotiation coaching

Receive one-on-one coaching from a senior Infinity advisor to help you prepare for buyer negotiation. We help you understand likely pressure points, avoid common traps and structure your responses with confidence. Infinity negotiate with buyers all day, every day.

This support could make or break the deal and make you way more money than the cost.

Includes:

  • Mock negotiation walk-throughs and discussion of your likely buyer questions.
  • Review of buyer offers, terms and value drivers to clarify what’s negotiable.
  • Strategy session on tone, posture and clarity of your walk-away position.
  • Support material provided including examples of successful terms.
  • Key words phrases and wording
  • Buyer turn-offs

You’ll feel equipped and calm during negotiations, ready and able to stand your ground without overplaying your hand. This boosts your credibility and helps preserve value while building buyer rapport.

Vendor Justification:
The right price can be lost in a bad tone. Vendors must be coached on how to hold firm, flex when needed, and avoid reactive decisions under pressure. We provide scripts, scenarios, and confidence.
Analyst:
Helps reduce fear and second-guessing.
Workflow:
Buyers respect calm, prepared sellers.
Broker:
The better trained you are, the less I need to rescue a deal.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Post-sale transition planning

We help plan the 30–90 day period after settlement: who does what, what needs to be handed over and how to deliver a professional and smooth transition for the new owner.

Features:

  • Checklist of typical handover steps with roles assigned (staff, tech, finance, compliance).
  • Support drafting your handover summary and data pack.
  • Customised to fit your deal type: CRICOS, online, state-funded etc.
  • Option to brief buyer directly if pre-approved by you.
  • Option to have the buyer commit to paying this to ensure a smooth handover.

You avoid tension and last-minute scrambles post-settlement. Buyers leave feeling well- supported, which protects legacy and reputation and may help with retained earnouts or deferred elements.

Vendor Justification:
A great sale ends with a smooth handover. This plan protects reputation, supports staff continuity, and ensures buyers feel supported—not abandoned.
Analyst:
Continuity planning prevents post-sale risk and confusion.
Workflow:
Vendors underestimate how many systems they personally anchor.
Broker:
Transitions done well build goodwill and reduce buyer claims.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Post-sale vendor follow-up
No charge

We check in with you 2–4 weeks after sale to debrief on your transition, make sure there are no loose ends and provide a final wrap-up of your IRSS experience.

Includes:

  • One-on-one debrief with your Infinity advisor post-settlement.
  • Checklist review of deliverables and unresolved questions.
  • Optional vendor testimonial opportunity to support others.

You get closure, clarity and assurance that everything is done. It marks a respectful, supported end to what is often a deeply personal journey.

Pre-sale restructuring advice

We assess whether small operational or structural changes before sale could increase valuation, reduce buyer objections or streamline the transaction.

Includes:

  • Review of group structures, trading entities and shareholding.
  • Assessment of liabilities, intercompany loans and director debts.
  • Advice on business simplification
  • Cost-structure clean-up pre-launch.
  • All recommendations general in nature.

You unlock extra value by tidying up what buyers often view as ‘problems’. This removes deal friction and can add tens of thousands to your end sale outcome.

Vendor Justification:
A messy company structure costs you deals. This advice ensures you avoid buyer red flags—like director loans, inactive shareholders, or unclear asset separation.
Analyst:
Structure predicts outcome.
Workflow:
Removes unnecessary accounting noise later.
Broker:
This is where a clean house gets a better price.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Premium listing management

This is a comprehensive service where Infinity takes over the full responsibility for preparing, formatting, publishing and managing your RTO’s business-for-sale listings across all major buyer platforms. That includes SeekBusiness, Bsale, BizBuySell,

Businessesforsale and the Infinity internal buyer network (which includes CRICOS-focused buyers, private equity groups and offshore education investors). We also manage placement on social platforms such as LinkedIn, applying strategic tagging and call-to-actions based on the sale type and audience.

This isn’t just uploading your IM or copy-pasting text. We build the commercial messaging and visual layout to position your RTO as a high-value, trustworthy investment — even in a competitive or cluttered market.

It includes:

  • End-to-end preparation of a professionally written listing using high-conversion copywriting, tailored to your RTO’s unique strengths (scope of registration, compliance record, delivery model, staff, scale and funding approvals).
  • Strategic platform placement across up to 5 channels, each with different formatting and listing criteria.
  • Inclusion of image assets, buyer-facing headlines, lead generation tags and industry-relevant hashtags.
  • Ongoing monitoring and editing for up to 90 days to reflect changes in vendor needs, buyer enquiries or strategy.
  • Listing performance tracking and reporting included for IRSS vendors upon request.

You don’t need to figure out what to say, how long it should be or where to post it — we do it all. This service ensures that your business is presented in the best light, right from the first impression. Buyers immediately see a listing that looks legitimate, credible, compliant and well-prepared and gives buyers the confidence to enquire.

It removes the emotional and cognitive burden of “selling yourself” and protects you from common mistakes like over- or under-sharing, incorrect structure or accidental non-compliance. Your listing becomes a magnet for serious buyers, while you stay focused on your day-to-day operations.

Vendor Justification:
Posting a listing is easy—optimising it is not. Our team tailors platform placements, titles and tags to attract serious leads, not tyre-kickers. This prevents poor conversions and enquiry fatigue.
Analyst:
Low barrier to entry. Medium reward when done well.
Workflow:
Saves hours of learning multiple platforms.
Broker:
Good listings = better buyer tone from the first click.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Professional enquiry handling

We respond to all buyer enquiries on your behalf, ensuring timely, consistent and professional engagement. This protects your brand, keeps the process moving and ensures qualified buyers receive attention quickly.

It includes:

  • First-response email sent within 24 hours of enquiry receipt.
  • Consistent tone, NDA follow-up and triage of buyer motivations.
  • Inbox management for IRSS sellers, with buyer tracking log.
  • Custom escalation to vendor only when buyer qualifies for IM.

You stay focused on running your business while we handle the admin and screening. It avoids missed opportunities and ensures no enquiry slips through the cracks.

Vendor Justification:
Missing a serious buyer because you replied late, vaguely, or too defensively is a common vendor error. This service ensures all comms are timely, professional, and push toward next steps.
Analyst:
Poor buyer response is a silent deal killer.
Workflow:
Removes distraction and lets vendors focus on operations.
Broker:
We’ve seen sales land or die based on one email reply. This matters.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Regulatory & sector knowledge updates
No charge

We keep you informed about shifts in ASQA policy, state funding trends, CRICOS reforms and other regulatory movements that may affect your RTO’s value or buyer pool.

Features:

  • Periodic bulletins with analysis of new rules or interpretations.
  • Briefing notes tailored to RTO sellers—not generic training provider info.
  • Option to request clarification Zoom on key changes.
  • Linked to how changes may impact scope, compliance or buyer types.

You sell with foresight, not hindsight—avoiding price drops or buyer withdrawal due to surprises you could have known earlier.

RTO readiness advisory

Review of systems, staff, compliance and scope for buyer appeal.

Vendor Justification:
Readiness gaps kill deals. This service spots landmines before buyers do—from legacy policies to unregistered trainers. Clean, confident due diligence starts here.
Analyst:
It’s cheaper to fix things now than later.
Workflow:
Enables smoother transition and less buyer resistance.
Broker:
This service turns doubt into confidence before you even list.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Sale timing strategy

This advisory service helps determine the ideal time to launch your sale based on market conditions, regulatory calendars, enrolment cycles and internal readiness. It ensures your timing supports, not sabotages, your sale.

It includes:

  • Assessment of sector-specific seasonality, funding windows and ASQA re- registration cycles.
  • Overlay of your business’s current readiness and compliance documentation timelines.
  • A recommendation window for marketing launch and negotiation ramp-up.
  • Co-developed with our data team and valuation specialists.

You avoid launching at the wrong time. At different times, buyers are distracted, funding is unclear or audit pressure is high. Knowing this and planning around this protects valuation, momentum and buyer confidence.

Settlement process management

Infinity supports the final stretch of the deal by guiding you through settlement milestones: document sign-off, payout reconciliations, buyer onboarding and legal closeout tasks. At the end, it is about you finalising the sale cleanly and safely and we can help ensure this happens.

Includes:

  • Checklist of pre- and post-settlement deliverables customised to your deal.
  • Email support for scheduling, signing logistics and final transfer advice.
  • Coaching and support
  • Optional attendance at final completion meeting (if required).
  • Communication templates for staff, students or clients.

You cross the finish line with clarity and confidence—without missing a critical handover detail or scrambling to meet final requirements under pressure.

Vendor Justification:
Deals can derail in the final weeks. We manage checklists, legal coordination, and payment structure to ensure the handover happens without dispute or delay.
Analyst:
This step requires legal, financial and operational sync.
Workflow:
Essential for timing cash flow and compliance milestones.
Broker:
It’s not sold until it’s settled. And this is how it gets there.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Strategic growth advisory
Pre-sale

We review your RTO operations for ‘low-hanging fruit’ growth strategies that can be implemented 2–6 months prior to going to market OR as a value-add for the buyer. This helps in your negotiation to show the buyer what are some initial wins. This may increase EBITDA, de-risk buyer perception or create buyer FOMO.

Includes:

  • Identification of quick wins across pricing, enrolments, marketing funnels or course bundling.
  • Insights on system improvements or efficiency plays buyers will reward.
  • Mini ‘value acceleration’ plan delivered within 10 business days.
  • Review includes EBITDA uplift estimate with supporting logic.

You enhance valuation and buyer perception with minimal effort. This often leads to a higher sale price, faster deal and stronger negotiation posture.

Vendor Justification:
If you've got a 3–6 month runway, we’ll show you how to lift value through smart margin or delivery tweaks. More profit. Better multiples.
Analyst:
You can polish and price smarter.
Workflow:
Prioritises value-creating initiatives.
Broker:
If you’ve got time, this pays off.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Tax implication briefing
General

We provide a general overview of typical tax considerations in an RTO sale, such as GST, CGT, share sale clauses and settlement timing. Note: This is general guidance only—not financial advice.

 This includes:

  • Discussion on differences in tax treatment for share vs asset sales.
  • High-level briefing on CGT, GST and pre-sale structuring strategies.
  • Examples of common tax mistakes vendors make when unprepared.
  • Designed to prompt early engagement with your accountant.

You walk into conversations with your accountant informed and ready which saves you time and money whilst avoiding surprises and enabling smarter planning.

Vendor Justification:
This briefing doesn’t replace an accountant—it empowers your conversation with one. You’ll understand the questions to ask, what CGT might mean, and avoid being caught off guard.
Analyst:
Financial literacy reduces regret post-sale.
Workflow:
Helpful as prep, not definitive advice.
Broker:
Vendors are calmer when they know what might be taxed.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Valuation education session

A one-on-one session where we demystify how valuations work in RTO sales. We walk through CFME logic, normalisations, buyer pricing behaviour and market benchmarks.

You’ll see how your valuation was calculated and what influences multiple selection.

It includes:

  • 45–60 minute Zoom session explaining CFME methodology and multiples.
  • Review of your EBITDA calculation and normalisation categories.
  • Exploration of buyer psychology, negotiation risks and common valuation gaps.
  • Opportunity for Q&A to clarify any part of the valuation.

You’ll feel confident during price discussions, better equipped to defend your number and
less reliant on guesswork or hearsay. It empowers you to speak the buyer’s language.

Vendor Justification:
Understanding how buyers interpret value changes how a vendor frames their business. This session transforms vendor mindset and removes unhelpful pricing myths or unrealistic comparisons.
Analyst:
Crucial for avoiding valuation mismatches early on.
Workflow:
Prevents a cycle of wasted buyer conversations.
Broker:
The best defence is education. This makes you fluent in buyer-speak.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Vendor Education

Real examples of what worked, what didn’t, and how other vendors navigated their sale.

Vendor Justification:
Learning from real examples reduces anxiety and sets benchmarks. Vendors feel more confident and realistic when they see how others tackled similar challenges.
Analyst:
Anchors expectations in lived experience.
Workflow:
Informative but not a replacement for strategy.
Broker:
This is the part that makes vendors say: 'Now I get it.'
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Vendor workload reduction

This service takes operational pressure off you by delegating routine sale tasks to the Infinity team. We handle forms, emails, document formatting, call scheduling and admin so you can stay focused on running your RTO. If the sale is killing your productivity in the business, this could be an option for you.

This includes:

  • End-to-end support for routine admin tasks tied to the sale process (forms, checklists, updates).
  • Infinity acts as your point of contact for buyer queries and document requests.
  • Streamlined communication via shared inbox and deal tracking tools.
  • Hands-on assistance with scheduling, confirmations and updates between parties.

You reduce overwhelm and keep your RTO stable during the sale process. This lets you maintain day-to-day operations while Infinity handles the heavy admin lifting in the background.

Weekly update calls

You receive structured weekly check-in calls or emails with your Infinity advisor, summarising progress, enquiries, risks and what to expect next.

What is included:

  • 15–30 min call each week or written summary update by email.
  • Covers buyer enquiries, document status, key questions or slow spots.
  • Agenda set and tracked via IRSS project board for transparency.
  • Available throughout listing, due diligence and pre-settlement phases.

We know what it is like to be in a deal and fighting a sense of loneliness. With this support you always know where things are at. These updates reduce stress, prevent surprises and create a sense of control in what can otherwise feel like a black box.

Vendor Justification:
Regular rhythm avoids vendor anxiety. These calls provide clarity, accountability, and momentum—even if there’s no major news that week.
Analyst:
Structured updates reduce stress and fog.
Workflow:
Keeps vendors organised.
Broker:
Sometimes we just need to say: you’re on track.
  • Value for money
  • Specialist Required
  • Time Saved
  • Efectiveness
Zero upfront payment upgrade
Full Service

This upgrade allows you to access Infinity’s full broker service without any upfront payment. Instead of paying in advance, our commission is only payable if the business is sold. This aligns both parties toward a successful outcome.

Features:

  • No deposit, upfront fees or marketing costs until completion.
  • Performance-based engagement aligned with sale result.
  • Available only to qualified IRSS vendors with clear sale commitment.
  • Option includes full contract execution and listing placement.

Removes financial stress and gives you access to a high-end sales process without risking your capital. You only pay if the result is achieved. This makes it feel like a true partnership, not a sunk cost.

I want to sell my own RTO

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