Documents, checklists and guides included in your package

If you get stuck or just want backup, this form makes it easy to book expert support — whether for pricing advice, buyer communication, or negotiating terms. It keeps your deal moving without full commission.

Lists all regulatory notifications and forms required to finalise the transaction with ASQA, CRICOS, and ASIC.

Step-by-step instructions for managing registration updates with regulators post-sale. Ensures compliance and avoids penalties.

You’ll need a contract to finalise the deal — this one is proven and editable. It's based on over 100 successful transactions and includes helpful guidance for customising terms, obligations, and risk.

Provides scripted messages for informing stakeholders about the change of ownership. Keeps communication professional and clear.

Outlines how training, systems, and processes will be handed over to the new owner. Essential for ensuring a smooth post-sale transition.

Tracks all communications with potential buyers to ensure consistent follow-up, timely responses, and proper documentation of interest levels.

Captures key buyer details to help you assess suitability and prepare accordingly. Includes risk indicators and summary fields.

Structured longform response template to answer buyer questions. Ensures commercial, clear, and strategic answers to build trust.

Template to log NDA sent and signed dates, and automate redacted IM distribution once compliance is met.

Tracks every buyer who enquires. Includes dropdowns for source, NDA status, buyer type, questions asked, follow-ups, and buyer intent.

Captures risks raised by either party and tracks how they’re resolved. Ensures transparency and avoids surprises at settlement.

Smooth transitions reduce buyer risk and improve deal success. This tool outlines the post-sale support and transition period.

Tracks all documents provided to the buyer during the sale, ensuring version control and no gaps in the due diligence process.

Provides a structured post-settlement induction for the buyer, including system walkthroughs, contact points, and operational responsibilities.

Logs access changes to key business systems post-sale — LMS, SMS, CRMs, email platforms. Ensures a clean break and security continuity.

Captures informal conversations, negotiation decisions, and changes to deal terms before formal documentation. Helps vendors manage verbal commitments.

Templates and messaging to notify stakeholders of the sale and reassure continuity. Professional, warm and compliance-safe.

Covers everything from pre-settlement requirements to post-settlement tasks, including student/staff communications.

IRSS's proven share sale deed used in over 100 real transactions. Clean, plain English, includes all clauses and protections.

Helps you track assignment of lease or creation of new lease, including timelines and commercial obligations.

Step-by-step guidance for notifying regulators, updating ownership with ASIC and transferring CRICOS/TGA permissions.

Documents all user account changes across LMS, SMS, CRM, and email systems. Ensures clean and secure handover of IT access.

Helps you craft and schedule messages to internal and external stakeholders. Reduces confusion during sale transition.

Calculates different deal scenarios in real time — helps you and the buyer assess staged payments, earnouts, and total returns.

This document helps lock in a buyer’s interest and summarise deal terms before final contract drafting begins.

Supports your buyer by packaging and explaining your existing SOPs or internal process docs for handover.

Captures how core systems operate (LMS, SMS, assessment workflows) so the buyer can operate confidently post-sale.

Records how and when stakeholders were notified of the sale. Useful for audit trail and communication consistency.

Buyers will want to validate every claim you make — from funding and CRICOS approvals to your audit trail. This checklist helps you prepare and present everything cleanly, building trust and speeding up the process.

A sheet listing who handles what after the sale — trainers, admin, compliance, accounts — for continuity planning.

Captures a clean summary of what’s being signed, by whom, and when. A practical reference for vendors and legal advisors.

Prompts you to track legal questions and engagement steps from buyer’s side to anticipate delays and manage expectations.

A master list of all settlement-related actions to be completed by the vendor. Helps ensure nothing is missed during closing.

Guides the seller through final obligations after settlement — including final invoicing, system shutdowns, and email transfers.

A comparative tool for assessing offers based on price, terms, timeline, risk and vendor fit. Helps you pick the strongest buyer.

Email and phone call scripts to help you professionally negotiate terms and next steps without sounding desperate or vague.

Covers what to send to buyers once key terms are agreed, including financials, student records, compliance documentation.

Tracks buyer solicitor questions and your official responses. Ensures clarity and a record of resolved queries.

Outlines all tasks to complete on settlement day to avoid delays — including bank transfer confirmation, passwords, and contract handover.

Helps vendors finalise remaining responsibilities after settlement such as student support, systems offboarding, and file storage management.

Tracks and ensures all required regulatory updates with ASQA, CRICOS, and ASIC are submitted. Prevents accidental non-compliance post-sale.

You’ll be sharing sensitive student, compliance, and revenue data with strangers. This agreement legally protects you if a buyer misuses or discloses that information — and shows you take the sale seriously.

Used to brief and track internal team updates about the sale — roles changing, contracts ending, or staff support post-settlement.

Not all buyers behave well. This tool helps you track who’s polite, professional and realistic — and who’s likely to ghost or waste time.

The tone of your first reply matters. These email templates help you stay professional, maintain confidentiality, and direct buyers to the next step — signing an NDA.

Assigns responsibility for each major transition activity between vendor and buyer. Keeps everyone aligned and accountable.

Keeps track of each legal document signed during the sale — by whom, on what date, and in what format. Prevents lost files or version confusion.

Outlines and tracks the full process for assigning or creating a new lease as part of the RTO share sale. Prevents settlement delays due to incomplete lease tasks.

Captures each buyer question, your longform response, and any supporting evidence provided. Helps ensure consistent and transparent buyer communications.

Outlines the structure of your team — including trainers, assessors, and back-office support. Helps buyers understand staffing needs and contract status.

Summarises the financial settlement process — what’s being paid, when, to whom, and with what conditions. Helps vendors track obligations and ensure accurate fund flow.

Some vendors prefer to test the market discreetly. This short-form teaser lets you do that without revealing the name, client base or location upfront.

Even with a great ad, uploading incorrectly can kill your visibility. This walkthrough ensures you launch professionally — categories, contact info, timing and keywords included.

The IM is your RTO’s resume — it’s the main sales document that tells your story, justifies your value, and answers key buyer questions upfront. Done well, it filters serious interest and builds confidence instantly.

Confirms you own (or have rights to) your LMS, resources, branding, templates and key documents. De-risks your sale.

The cornerstone of your sale. A 20-point form guiding you through every detail buyers want—compliance, IP, student numbers, systems, and growth potential.

Prompts for preparing BAS, Profit & Loss, liabilities, forward refunds, and supporting files. Ensures your financial pack is investor-ready.

Step-by-step guide to compiling all the supporting documents that buyers and lawyers will request. Removes back-and-forth delays.

Editable marketing templates for SeekBusiness, LinkedIn, overview flyers, and social media designed specifically for RTOs.

A mutual confidentiality agreement including protections for staff, students, and business IP. Ensures both parties are protected.

This guide helps you hit the ground running. It breaks the whole sale process into manageable steps, so you're never left wondering what comes next. Think of it as your onboarding coach — helping you understand not just what’s in the kit, but how to use it like a pro. No fluff, no jargon — just practical clarity.

Selling a business can be emotional. This guide helps you get into the right mindset — clarifying your role, boundaries, and how to deal with buyers without over-promising or becoming overwhelmed.

Selling your RTO is more than just a transaction — it’s a transition. This checklist helps you assess if you’re truly ready to move on. It prompts you to think about your finances, headspace, admin readiness, and more. It’s about making sure you’re set up for success, not stress.

Exiting your business takes time and timing. This guide lays out the steps and phases you need to follow, so nothing catches you off guard. It helps you work backwards from your ideal exit date and identify key milestones along the way.

Outlines your RTO’s legal structure, ownership, and registration credentials. Sets up the foundation for your Information Memorandum.

Explains how share sales work in plain English. Covers legal implications, what’s being sold, and common pitfalls for sellers to avoid.

A guided template to input financial data, normalise key expenses, and calculate your adjusted EBITDA. Essential for pricing your RTO.

Captures your personal motivations, timeline, exit preferences, and ideal outcomes. Helps shape the overall sale strategy from day one.

This tool shows what comparable RTOs are selling for and what multiples apply to your sector. It gives you a data-backed confidence range for price-setting.

Before listing, you need a realistic idea of what your RTO is worth. This tool gives you that clarity, using the same methodology professionals use. It’s how you avoid overpricing (and scaring off buyers) or underpricing (and leaving money on the table).

Buyers see risks everywhere — staff loss, audit exposure, low completions. This table helps you pre-empt concerns and prepare solid responses, building buyer trust from the outset.