Should you sell, let or find an operator?

Record the present position

Start with title, occupation, leases, notices, existing agents, condition, EPC, service charge and the reason the owner is considering a change.

• Ownership and occupation
• Lease events
• Property records

Compare sale and letting work

A sale needs a buyer information route; a letting needs a credible occupier proposition and an in-scope property generally needs EPC E or a valid exemption. Vacant possession and landlord works affect both.

• Sale information
• Letting information
• Works and timing

Decide whether an operator search is distinct

A specialist operator can require more height, parking, services, planning work or lease length than a conventional occupier. That search should have its own property test and contact list.

• Operator format
• Fit-out burden
• Lease shape

Choose the appointment

The next step can be missing property information, valuation or legal advice, an agent appointment, or a selected buyer or operator conversation. The owner should know which job is being commissioned.