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FAQs

Welcome

The Infinity RTO Self-Sell System (IRSS) is designed for RTO owners who want to sell their own business without using a broker. It’s ideal for those who are somewhat familiar with their compliance, financials and operations, but need structured support, expert tools and guidance to get the deal done properly.
Think of it as ‘business sale GPS’: you still do the driving, but we show you the smartest way to get there.

Before you start

This section answers the most common questions vendors ask about using the Infinity RTO Self-Sell System (IRSS). We’ve included explanations on what’s included, how to get started, what support is available and how to make the most of each resource.

It starts with booking your Initial Meeting via our online link. This is a no-pressure discovery session to help you understand the IRSS and decide whether it will work for you or if the full-service is a better fit.

You receive a full toolkit:

  • Editable templates (NDAs, Buyer Forms, IM Checklist)
  • RTO Appraisal Tool (RAT)
  • Marketing copy examples
  • Buyer tracker
  • Information memorandum prompts
  • A contract preparation template
  • How-to guides.

Everything is designed to work together. You’ll also get access to optional upgrades like
support hours, financial review or custom-designed buyer packs.

This is your strategy call. We’ll look at your current position, talk about your RTO’s readiness, run a preliminary valuation discussion using our RTO Appraisal Tool (RAT) and give you clarity on whether IRSS is right for you. If you decide to proceed, we’ll tailor your IRSS system setup with the right tools and documents to support your goals. No pressure. Just clarity.

Not every RTO is ready to go to market straight away and that’s perfectly okay. Some vendors discover during the IRSS Initial Meeting that they need a few months of clean-up, systemisation or compliance tweaks before listing. We’ll help you spot those gaps early.

You can then either fix them yourself or work with our extended network of professionals. One vendor, ‘Grant’, waited 4 months before going live. When he did, he had two offers in the first week. Timing matters.

No. That’s the whole point of the system. It’s designed to let you control the sale and keep more of the value you’ve built. That said, if you ever want to upgrade to full brokerage, you’ll already be halfway prepared OR if at any stage you require support – we are always only an email away.

You don’t need to be an accountant, but having clean, understandable figures is
essential. We’ll guide you on what to gather—P&Ls, student numbers, key staff info and the IRSS forms include helpful prompts.

If your books are a mess, we can refer you to accountants who specialise in RTO sales.
The goal is to get your data into a shape buyers can trust.
For those RTO that have barely traded, The IRSS shows you what you need to do for a sale.

Absolutely. For $5,000, you receive more than 20 hours’ worth of professional tools, templates and advisory insights. Compare that to a $20K commission—and it’s clear why smart vendors use IRSS.

That depends on your readiness and buyer response. Some vendors have sold in under
30 days. Others take a few months to prepare and then go to market. IRSS is flexible—it moves at your pace.

IRSS isn’t just a pack of templates. It’s a professionally engineered system built from years of actual RTO sales. It combines valuation intelligence, compliance guidance, legal tools and deal flow support. Nothing else comes close.

We provide a Master IRSS Checklist that acts like a dashboard. It shows you each task, what it means, and where to find the relevant template. There’s also an editable Google Sheets version you can use to track progress, add notes and collaborate with your team.

Perfect. The IRSS works beautifully for those who already know who their buyer is. We help you formalise the deal, validate the valuation, protect confidentiality and manage the process through to settlement. It’s a clean, structured, low-cost way to complete a direct sale.

You absolutely can complete the IRSS system solo—many vendors do. But if you want
help, we offer optional advisory hours or can refer you to experienced professionals who’ve helped vendors inside IRSS before. Think of it like a choose-your-own- adventure—just with fewer dragons and more spreadsheets.

That’s a fair question. Letting go isn’t about switching off – it’s about choosing the next chapter with clarity. IRSS helps you step through that decision practically, not emotionally.

Completely. Most RTO owners are their business. We see that and we factor it into how we support you through the sale.

That’s understandable. We help you position the RTO in a way that shows its true worth to the right buyer. You’re not alone in that fear. When someone builds a business from scratch, there’s a natural concern...

That’s okay. The IRSS system is designed to move at your pace, not ours. You can pause, rethink, or rework any time. You’re not locked into anything. One of the most important things to understand about IRSS is that it’s built around the vendor...

Not at all. The IRSS is built for non-technical users. Everything is in Word, Excel, or PDF format with plain-English instructions. Each document is numbered, guided with prompts and designed to walk you through the process step-by-step.

The RAT is our custom-built valuation calculator designed for education businesses. You plug in your numbers (or estimates), apply normalisation and see a real-time value range. It considers compliance risk, EBITDA and market comparables. No valuation training needed—we’ve built the intelligence in.
It is unique and probably the most important tool we have developed EVER!

Absolutely. You can book support hours with our IRSS advisory team at any stage. Whether it’s help with your valuation, responding to a buyer, or finalising the contract, we’re available to step in. Support is billed by the hour, but you’ll only use what you need.

This is one of the most powerful tools in the system. Our deed has been used successfully in over 100 RTO share sales. It includes warranties, payment schedules, non-solicit clauses, transition plans and settlement details. Lawyers often charge $5,000–$8,000 to draft this from scratch. With IRSS, you have a proven starting point and if you want us to prepare the documents and review changes, the cost is only $1500. We are not lawyers but we have done this over 150 times so we can tell you want is normal but it is all your call.

Yes. Many of our IRSS users are CRICOS providers. The toolkit includes prompts for international enrolments, compliance nuances and ASQA documentation expectations. You’ll also get guidance on presenting CRICOS risk transparently, which is key to securing buyer confidence.

Yes. Whether you deliver Smart & Skilled, Higher Skills, or traineeships, the IRSS includes questions and disclosure items tailored to funded contracts. Buyers want clarity on compliance, renewal risk and contract obligations—we help you present those clearly.

SeekBusiness can be a powerful channel, especially when paired with a professional, well-structured listing. The IRSS includes examples of high-performing Seek listings and key do’s and don’ts.
As a part of our support service Infinity can write your ads, load them onto all platforms and even send you every lead.

Besides the RAT, the system includes tips for normalising earnings, listing addbacks, understanding EBITDA vs PEBITDA and how to present financials to a buyer. It ensures you’re not undervaluing your RTO—or overstating what buyers are willing to pay.

Preparation

Our IRSS system includes every form required in a templated version along with practical guidance to help you fill them in. Think of the IRSS checklist as the business sale equivalent of an airline safety checklist—it’s the core of your preparation.

You’ll use the IRSS IM Template with long-form prompts. Each section explains what buyers want to know—who you are, what you offer, revenue models, risks and future potential. You don’t need to be a great writer. Just follow the prompts and your IM will write itself.

The IRSS IM Template walks you through each section with prompts and real examples. Your IM should tell a story—who you are, what you deliver, how you make money, where the opportunity lies and what makes your RTO worth buying. We’ve made the template so user-friendly that even non-writers can build something buyers take seriously.

It’s a central place to log, qualify and manage buyer leads. Each row captures buyer name, contact info, NDA status, questions asked and follow-up actions. It’s colour-coded and integrated with the rest of the IRSS. It helps you manage interest like a pro.

Yes. All templates are delivered in fully editable Word or Excel format. They’re yours to use, adapt and even reuse. Many vendors reuse their NDA or Buyer Q&A format multiple times before selecting a final buyer.

Absolutely. IRSS clients can purchase advisory time if needed and you can always upgrade to our full-service brokerage if you’d prefer to hand over the reins. This is your journey—our role is to make sure it ends with a deal you’re proud of.

Just contact the IRSS team directly or book online. You can schedule support in 1-hour blocks. Most vendors use 1–3 hours over the course of their sale, usually for valuation, negotiation or contract help. Use this link to book a meeting.

Yes. We provide sample blurbs, headlines and one-page summaries for SeekBusiness, LinkedIn and direct email campaigns. You can customise these based on your delivery model, funding and brand tone.

Use the IRSS Mutual NDA and then manage Q&A through our template system. Never share your student data, financials, or compliance documents without NDA protection. We teach you how to maintain control while keeping things moving.

Very few RTOs are 100% perfect when it comes to compliance. What matters is transparency and having a realistic improvement plan. The IRSS materials include risk checklists and disclosure frameworks to help you identify and present any issues honestly. This builds trust and reduces buyer fear—two critical dealmakers.

We have a number of trusted RTO compliance consultants that we can share with you. Click here to find the list of trusted consultants!

Obviously, the buyer will need to know the name of your RTO and we suggest this is done only after the NDA is signed. 

All vendors want discretion or separation between their training brand and sale activity. You can list anonymously using our marketing prompts and control who sees information. IRSS shows you how to do this safely and professionally.

We’ve seen it all dual-entity models, third-party delivery, not-for-profits. The IRSS includes prompts for these scenarios. And if needed, we offer tailored support for unusual setups.

Importantly, we can connect you with the right people to provide assistance in the right areas. Just ask!

Use our IRSS Buyer Q&A Template. It walks you through how to answer 30+ common buyer queries around compliance, financials, delivery models, scope, staff and students. It ensures your answers are consistent, credible and calm.

Our team can provide an Industry specific valuation report separately from IRSS.
This report is over 200 pages and is a complete valuation of your RTO.

This is an upgrade and includes forensic financial review, legal commentary and formal documentation ready for legal proceedings.

IRSS includes handover guides, completion obligations and optional retention strategies. We help you close cleanly—so you’re not dragged into post-sale chaos or disputes.

Yes. Once you’ve used it once, you’ll have a fully repeatable system. Many of our clients have sold multiple RTOs or used it for other education businesses. You keep the tools for life.

It’s a structured Excel sheet with dropdowns, filters and embedded guidance to help you log, screen and prioritise buyer enquiries. It keeps you organised and ensures no lead slips through the cracks. We’ve even built in prompts to identify tyre-kickers early and protect your time.

Book your IRSS Initial Meeting using our Calendly link. There’s no obligation and no sales pitch. Just straight advice. And if it’s a fit you will walk away with a clear plan, a toolkit and the confidence to do it right.

Sourcing Buyers

The IRSS provides a step-by-step guide for sourcing buyers through organic and paid strategies. This includes using your professional network, LinkedIn posts, relevant Facebook groups and specialist RTO buyer platforms.

We also provide you with marketing templates to create listings and email outreach campaigns. Think of it as DIY marketing with expert scaffolding—you’re still doing the work, but you’re not guessing.

As a part of our support service Infinity can write your ads, load them onto all platforms and even send you every lead.
We can even load it on our website, have the buyer fill out a NDA and send the buyer straight to you.

Buyers fall into a few key categories: individuals looking for lifestyle businesses, educators wanting to formalise their offering, corporate groups looking to expand into training, or investment firms targeting education. We explain how to tailor your messaging depending on the type of buyer you’re attracting. The better the fit, the smoother the deal.

A good buyer is someone with the capacity, intent and understanding of the RTO sector. They ask smart questions, respond quickly and are willing to engage professionally. Our IRSS Buyer Q&A form will help you filter serious parties from tyre-kickers. It’s like using a sieve: let the time-wasters fall through, keep the gold.

Perfect! IRSS is often used in exactly that scenario. You can skip the sourcing steps and focus on prep, risk mitigation and contract management. Our Share Sale Deed and Due Diligence Guide will help you structure the transaction properly—even if the buyer is your friend, staff member, or family connection.

Use the IRSS NDA (which includes a non-solicit clause) and Buyer Qualification Form. This filters out time-wasters and ensures only serious, capable parties move forward. Your time is precious. Protect it with smart vetting, not just blind optimism. Some vendors use Infinity to vet buyers saving you time.

We provide a walkthrough on how to host these meetings: what to prepare, what to say, what not to promise. Think of it like a job interview—only you’re interviewing them just as much. You’re selling your company, but you’re also qualifying who’s fit to run it.

Infinity can help game-plan this stage to ensure you are prepared.

This document allows you to field buyer questions like a pro. It provides a framework to answer queries clearly, consistently and without revealing confidential data too early. You'll look organised and in control—which builds confidence with buyers.

Managing the Transaction

Once they sign the NDA, you issue them the Information Memorandum. If they like what they see, you’ll respond to their Buyer Q&A and possibly host a meeting. If they remain keen, they’ll submit a written offer. Our IRSS templates and guidance will support you at each of these steps.

We give you templated Q&A forms to pre-answer common questions about your RTO. The IRSS also includes a Due Diligence Checklist and responses guide, which helps you anticipate what buyers will ask and how to answer them. Honesty builds trust—but structure builds momentum. The goal is to present your RTO in the best possible light while staying compliant and truthful.

Negotiation is sometimes part of the process. IRSS teaches you how to justify your valuation using financial and operational evidence. If there are issues a buyer is concerned about, you’ll be coached to offer solutions instead of discounts. Example: ‘Yes, we lost a staff member—but we’ve already onboarded their replacement with no interruption.’

Importantly, Infinity are often brought in at this stage as negotiation is an everyday event for us. We add tremendous value at this stage.

You don’t need anything fancy, but yes—you should prepare a secure folder with key documents. IRSS includes a folder structure template so you can organise your due diligence documents cleanly and professionally. This reduces back-and-forth and builds buyer confidence.

Infinity can provide this to provide confidence and security for you.

You’ll need to—but it’s hard. That’s why IRSS focuses on preparation upfront. Once your docs and templates are ready, buyer handling becomes smoother. Vendors often set aside a few hours per week to respond to enquiries and keep momentum. It’s doable—but discipline is key.

It is always BAU (Business As Usual) until the money is in the bank. This is why it is often best to have a broker handle the transaction so you can continue running your RTO.

Consistent communication is key. We show you how to send structured updates that reassure without oversharing. Think of it like nurturing a seedling—you don’t flood it with water, but you don’t let it dry out either.

If you're CRICOS-approved, buyers will care about your student history, visa refusals and agent networks. We cover this in the IRSS Vendor Form. The goal is to present clean, transparent data without raising red flags.

Yes, but it must be disclosed. Some buyers are fine with small rectifications if the core business is strong and the fixes are achievable. IRSS helps you structure your disclosure and provide supporting documents to reduce fear.

Yes and many do. You just need to make sure your student agreements, LMS access and teaching commitments are clearly documented. Buyers will want to see completion plans and compliance coverage for in-train cohorts.

It happens—but rarely if you manage the process well. Our IRSS risk management guide outlines how to identify red flags early and ensure all communication is backed by documentation. If a deal falls through, we help you regroup quickly. Need assistance? Remember Infinity are only an email away.

Our guides help you handle renegotiations professionally. We teach you how to determine if it’s a genuine risk-based adjustment or a bluff. The best defence is good preparation: if you disclose issues early, there’s less room for surprise negotiations. Or, bring in the Infinity team to get it done so you can achieve the highest price, least amount of time or best terms.

We recommend discretion in most cases—until the sale is close to completion. The IRSS includes a non-solicit NDA template that protects your student and staff base during due diligence. Transparency is important—but so is timing. We'll help you communicate at the right moment.

I want to sell my own RTO

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