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Seller Guides7 min readMar 11, 2026

SaaS Exit Checklist for Founders: 10 Steps to a Successful Sale

Exit preparation should begin weeks before listing your business. Follow this 10-step checklist to streamline buyer negotiations and ensure a friction-free escrow close.

10-Point Founder Exit Checklist

Work through each item prior to accepting acquisition offers.

Checklist & Key Actions
Export 12 months of Stripe/payout statements
Audit all active dependencies and API keys
Unbundle personal accounts from business domains
Prepare an Asset List (code, domains, socials, databases)
Draft transfer guide for deployment and environment variables
FREQUENTLY ASKED QUESTIONS

Do I need to sign an NDA before talking to buyers?

For deals under $100K, standard marketplace confidentiality terms are usually sufficient, though customized NDAs can be used if proprietary trade secrets are discussed.

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