To properly position your business for sale, we’ll conduct a comprehensive review of your operations, finances, and legal structure.
This ensures we can defend your valuation, anticipate buyer questions, and accelerate diligence once offers are received.
The more organized and complete your documentation, the faster and smoother the sale process — and the stronger your valuation case. All information provided is confidential and buyers will also sign NDAs before materials are reviewed.
???? Core Documentation Checklist
1. Tax Returns (Last 3 Years)
• Full business returns to validate reported income and identify adjustments.
2. Bank Statements
• Used to reconcile deposits with reported revenue and assess cash flow patterns.
3. Contracts & Leases
• Key customer agreements, vendor contracts, employee documents, and property leases.
4. Payroll Reports & Employee Roster
• Labor cost breakdown, roles, tenure, and compensation of key team members.
5. Legal & Corporate Documents
• Articles of incorporation, licenses, loan agreements, shareholder NDAs, etc.
6. Inventory & Equipment Lists
• Especially important for asset-intensive businesses (e.g., HVAC, Pest, Landscaping).
7. Customer & Vendor Information
• Top customer/vendor lists, revenue by customer, and terms — used to assess concentration risk and relationship strength.
