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SALE PREPARATION

How to prepare for a buyer’s generator inspection visit

By SellMyGen Editorial Team

An inspection should answer defined buyer questions. Plan the visit with the site’s responsible personnel so the buyer knows what can be viewed, what evidence is available and which activities require separate arrangements.

01

Ask for the inspection agenda

Request the names and roles of visitors, the equipment they intend to inspect and the questions they want answered. Distinguish a visual review from testing or operating the generator. Ask about proposed tools and access needs in advance. Do not promise a demonstration until qualified site personnel approve the scope and arrangements.

02

Prepare a compact evidence folder

Have the unit reference, nameplate photos, included-equipment list and relevant service reports ready. Mark unresolved information so it can be discussed directly. If records cover several generators, identify the correct pages before the visit. Keep confidential commercial material separate from equipment information that the reviewer needs.

03

Coordinate access and supervision

Confirm the arrival window, approved meeting location, escort and site requirements through the agreed private channel. Tell the buyer about areas or activities outside the approved scope. Arrange for an appropriate site representative to answer questions. The seller’s role is to coordinate access; technical work stays with qualified personnel.

04

Record outcomes without guessing

After the visit, list observations, requested documents and any further assessment proposed. Ask the buyer to identify changes to the offer in writing, including the reason and remaining conditions. Keep a distinction between a reviewer’s initial comment and a documented finding. Assign an owner and due date to each follow-up item.