Sample. A made-up business, to show what a sale pack looks like.
Coastal Works, its bookkeeper and every document named below are invented. The layout, the order and every sentence Wellrun writes are exactly what a real pack prints.
Sale pack
Coastal Works Pty Ltd
A made-up civil and drainage contractor on the Queensland coast with nine staff, two tippers, an excavator and a leased yard.
What this pack is, and what it is not
This pack states what this business held on the date shown, and names what it did not.
It is not a valuation, an appraisal, a price or an opinion about what the business is worth.
It is not a recommendation to buy or sell, and it makes no statement about the future.
It is not a statement that the business is ready for sale.
It cannot be complete: it can only describe what was put into the system, so a document that was never uploaded does not appear here and its absence is not evidence that it does not exist.
Every figure shown is as the business owner recorded it and has not been audited, verified or recalculated.
The named reviewer has considered this pack; that review is not an audit and is not a professional opinion on the business.
Anyone relying on this pack should make their own enquiries and take their own advice.
What the business can produce
7 of the 11 documents a sale pack is built from are held in this workspace. 2 are recorded as held elsewhere, on your statement of where they are kept.
Three years of financials
The owner records that this is held: With our accountant, who holds the 2024, 2025 and 2026 returns and statements. It is not in this system, so it is not attached to this pack.
This year's management accounts
The owner records that this is held: In Xero, run monthly by the bookkeeper. It is not in this system, so it is not attached to this pack.
The lease, with its option dates
Held. Recorded in this system as "Yard lease, Lot 4, with variation and option schedule".
Who works here, and what they are owed
Held. It is an employee record, so it is held here and not named in this pack.
Employment and contractor agreements
Held. It is an employee record, so it is held here and not named in this pack.
The asset register, with serial numbers
Held. Recorded in this system as "Vehicles and plant, with VINs and serials".
A stock count
Held. Recorded in this system as "Pipe and fittings count, 30 June 2026".
Where the revenue comes from
Held. Recorded in this system as "Top ten customers, FY2026".
Every system has a named holder
Held. Recorded in this system as "Systems and logins register".
What is not recorded here
This is stated deliberately. A pack that lists only what a business holds invites the reader to assume the rest exists, and this one does not ask anyone to assume anything. An item below was not recorded in this system on the date shown. That is not a finding that it does not exist.
A current PPSR search
Not recorded in this system as at 20 Oct 2026. A buyer will ask for it: A Personal Property Securities Register search on the business.
One job, written down end to end
Not recorded in this system as at 20 Oct 2026. A buyer will ask for it: A procedure covering one whole job from enquiry to invoice, that somebody else could follow.
Who reviewed this
Sam Ellis
Bookkeeper to the business since 2019
Reviewed on 20 October 2026.
Read against the registers on the day. The lease options and the vehicle finance were checked with the owner in person.
That review is not an audit. It is not a professional opinion on the business, and the figures in this pack were not recalculated.