Goals and timing
What would you like to change about your role, and what would a good handover look like?
Accountants & M&A advisors
Trucking owner checklist.
Advisor share kit.
The SellMyTruckingCompany checklist helps trucking owners organize the business behind the fleet before discussing a possible sale or handover. It is useful even before an owner has chosen a sale date.
Who it serves.
Designed for trucking-company owners considering their next chapter, with particular relevance to businesses with $5M–$100M annual revenue and $1M+ EBITDA in Texas, Ohio, Illinois, Pennsylvania and Michigan. These are audience guidelines, not acceptance criteria or a valuation.
For accountants, the checklist starts a conversation about records and owner goals. For M&A advisors, it helps owners describe operations before a business-specific assessment. It does not replace your professional review.
Four starting points.
- Build a complete equipment and obligations schedule.
- Organize financial results and customer contracts.
- Document driver, dispatch and owner responsibilities.
- Write down your timing and preferred handover role.
Discussion prompts.
Fleet and obligations
Which assets are owned, financed or leased, and what maintenance or replacement needs are approaching?
Earnings and customers
How do dedicated, contracted and spot loads contribute to results, and where is customer concentration?
People and continuity
Who handles dispatch, drivers and customer relationships when you are away?
Professional review
Which financial, tax, legal, contract or operating-authority questions need specialist review before you choose a transaction structure?
A concise introduction
to share.
If you are thinking about stepping back from your trucking company, this checklist is a useful starting point. It covers equipment, financials, customer relationships and the handover. Use it for your own planning, then bring your questions to our next conversation.
https://sellmytruckingcompany.com/#prepare
Preparation guidance only. Not a valuation, legal or tax advice, a promise of a buyer, or a decision on eligibility. Checklist controls do not submit an inquiry; the homepage has a separate contact form. Keep confidential records out of public messages and use your advisor’s agreed secure channel. Ordinary website hosting still applies.
For trucking
business owners.
The checklist and discussion prompts on this page are written to be shared with owners who want to work through them directly. If you run the trucking company yourself, you can start from the same preparation steps.
Open the owner preparation guideYour business.
Your state.
Explore trucking-company sale preparation in your state, with regional freight context and practical records to gather.