How to use the IRSS
Your Step-by-Step Guide
Selling your RTO doesn’t need to be confusing, overwhelming or overly expensive. With the IRSS (Infinity’s RTO Self-Sell System), you’re backed by
Australia’s leading RTO brokerage team—without giving away the normal commission.
Whether you’re exploring your options or ready to sell, this roadmap walks you through how to use the IRSS from start to finish.
Each step is designed to give you structure, clarity, and total control over the sale of your education business.
Phase 1
Initial Consultation & Appraisal
- Book your free IRSS Initial Meeting
Use our Calendly link to schedule a confidential chat. We’ll explore your goals, timeframe, business health and answer early questions. - Finalise the payment.
We have the little issue of payment and once your investment to your future is completed you are ready to launch. You are never alone as the IRSS team always are available. - Receive your IRSS Go-to-market pack
We’ll deliver a tailored set of documents, inclusive of all you will need to sell your RTO. You are now ready to sell your RTO.SUGGESTION: Organise an initial support meeting and have the IRSS team conduct an appraisal of your RTO with an estimated value range (and why), strengths, risks, tips and strategies and our professional opinion on what the next steps look like.
- Complete your IRSS appraisal brief and marketing
You’ll receive an editable form to collect the essentials to get started and marketing forms, teasers and Information Memorandum (IM) preparation. - Choose your IRSS support level
You can go fully DIY or bolt-on expert support (like marketing support, compliance checks, contracts, financial modelling, and much, much more) as you go.
Phase 2
Market Preparation
- Complete the IRSS Marketing Checklist
Our comprehensive checklist walks you through all required documents, key talking points, and the information needed for a compelling Information Memorandum (IM). - Use the IRSS Template Library
Access plug-and-play templates like Share Sale Deed, IM builder, Vendor FAQs, Compliance Snapshot Template, and Buyer Vetting Form—each with guidance notes. - Build your digital dataroom
Upload your documents into the IRSS Discovery Dataroom folder structure—ensuring buyer access is controlled, and the process remains clean and compliant. - Finalise your valuation
Use our guided RTO Acceleration Template to empirically value your RTO and be ready for market. It is an undeniably powerful tool for you and your buyers. It will assist in creating a authoritative, polished marketing pack outlining the opportunity in buyer-friendly language.
Phase 3
Sourcing Buyers
- Launch your campaign (or stay private)
List on SeekBusiness, LinkedIn, or use the “silent sale” approach. Use the IRSS Buyer Engagement Tracker to monitor enquiries and responses.SUGGESTION: The IRSS team are copyright experts and can assist in crafting engaging marketing to ensure the highest possible buyer commitment. - Qualify and engage
Use the IRSS Buyer Vetting Form to pre-screen prospects. Includes scripts, red flag checklists, and guidance to keep you in control. - Send NDAs and Marketing Pack
Use our Mutual NDA and IM Dispatch Email Templates to protect IP while maintaining professionalism. - Conduct buyer meetings
Use our IRSS Discovery Questions Guide to run effective meetings that showcase strengths while remaining compliant.
Phase 4
Managing the Transaction
- Receive, review, and negotiate offers
Use the IRSS Offer Comparison Table and Negotiation Playbook with counteroffer strategies and bridging tools.SUGGESTION: If negotiation is not your thing, employ the IRSS team to get the highest price and best terms for you. - Accept and issue the Term Sheet
Editable templates help lock in key deal points early and prevent misunderstandings. - Due Diligence Prep
Our IRSS Due Diligence Readiness Checklist walks you through what to provide and how. - Coordinate advisors
Manage the buyer’s lawyer, your accountant, and solicitor using the IRSS Communication Log.
Phase 5
Deal Structuring & Closing
- Finalise the Share Sale Deed
Use our lawyer-reviewed Share Sale Deed Template with clauses tailored to RTOs. - Complete the pre-settlement checklist
Includes funding verification, handover logistics, LMS access transition, and compliance declarations. - Attend settlement
You’ll have all documentation, a clean trail, and optional support for final handover.SUGGESTION: Don’t let the sale fall over here. The IRSS team have successfully concluded over 160 RTO sales and will help you avoid last minute issues that may kill the deal. - Celebrate—with dignity or champagne
Either way, you just sold your RTO on your terms.
Ready to get started?
Your RTO deserves a professional exit. Book your IRSS Initial Meeting now!