Exit Readiness & Sale Preparation Kit (The "Gold" Standard)
0. Objective
To transform MDL Communications from an "Owner-Operated" business into a "System-Operated" asset that can be sold or managed by a proxy with zero downtime and 100% operational fidelity.
1. Business Intelligence: The "Deal Logic"
Someone taking over needs to know the economic levers of the business, not just how to click buttons.
1.1 The High-Margin Archetypes
| Deal Type | Supplier | Typical Margin | Strategy |
|---|---|---|---|
| International Drop | Ateme / Sencore | 25-35% | Ship direct from Vendor to Hub for scan-swap-ship. |
| Project Design | Haivision | 15-20% | High volume, recurring encoders. |
| RF Passive Replacements | COM-TECH | 40%+ | Italian high-precision filters. Long lead times. |
1.2 Pricing Rule of Thumb
- Standard Markup: [REDACTED - E.g. Cost x 1.3]
- Logistics Loading: Always add [REDACTED - E.g. 5%] for hidden customs/brokerage costs.
- Discounts: Never exceed [REDACTED - E.g. 10%] without CEO approval.
2. Strategic Customer Portfolio
Who are the "Whales" and how do they like to work?
| Customer | Key Contact | Personality / Quirk | Technical Preference |
|---|---|---|---|
| [Customer A] | [Name] | Needs 3 quotes per project. | Net 30, strictly UPS. |
| [Customer B] | [Name] | High urgency, calls after 5 PM. | Blind shipping is mandatory. |
| [Customer C] | [Name] | Bulk buyer once per year (Q4). | Prefers FedEx International. |
3. Financial & Legal Infrastructure
The "Plumbing" of the business.
3.1 Core Professionals
- Accountant: [Name/Firm] - Handles year-end and HST.
- Banker: [Name/Bank] - MDL Business account is at [Location].
- Legal Counsel: [Name/Firm] - Handles corporate filings and trademark.
- Insurance: [Broker Name] - Policy # [Number] for General Liability.
3.2 Tax & Corporate Identity
- Business Number (BN): 700359227
- RPP Bond (CARM): 700359227RM0001 (RPP Active)
- STB/PST Exemption: [Number] (Used for purchasing from US suppliers).
4. Branding & Marketing Assets
For a sale, the "Brand" must remain intact.
- Logo Library: Stored in
OneDrive/MDL_Graphics/LOGOS_MASTER. - Email Templates: Standard signatures are managed in Google Workspace Admin.
- Quote/Invoice Design: Managed in QBO (Standard MDL Blue/Dark Mode theme).
5. The "Crisis Management" Spreadsheet
If [Problem] happens, do [X] and call [Z].
| Scenario | Immediate Action | Primary Contact |
|---|---|---|
| Server Crash | Run .\start-engine.ps1 |
[Developer Name] |
| Shipment Lost | Trigger Carrier Claim in portal | TotalShip Support |
| QBO Locked | Use QBO Recovery Email | Bernard C. (Owner) |
| Major Discrepancy | Pause order in Backbone | [Logistics Lead Name] |
8. High-Availability Documentation (Cloud)
In the event of a local infrastructure outage, a redundant copy of all SOPs and documentation is hosted on Cloudflare Pages.
- URL:
https://mdl-ops-docs.pages.dev - Access Control: Protected by Cloudflare Access (Zero Trust).
- Authentication: Authenticate via your MDL Communications Entra ID (Azure AD) account.
- Deployment: Automatically synchronized via GitHub Actions on every push to
master.
9. Exit Readiness Audit (Self-Check)
- [ ] Is every active project recorded in the Automation Backbone?
- [ ] Are all SOPs current and versioned for v1.1+?
- [ ] Are all API Keys on a recurring renewal calendar?
- [ ] Has the successor spent 1 Day shadow-operating the Mission Control Dashboard?
7. Handover Milestone Plan
- Day 1-3: System Access & Credential Transfer (See Continuity Guide).
- Day 4-10: Shadowing the "Sales Lifecycle" and reviewing the Strategic Decision Logic.
- Day 11-15: Full autonomy with "Shadow Support" via Slack/Teams.
- Day 30: Final Financial Handover (Bank keys, Accountant intro).