Seller Item Checklist
What you need to get the most for your business.
Checklist
What prospective buyers will need:
- 3 years of P&L (Profit and Loss) financial statements including this Y-T-D
- 3 years of tax returns (business or business portion of personal tax returns)
- Any lease agreements if applicable
- Balance sheet
- 3 years of bank statements
- Any additional Bank Records (Credit card statements, etc.)
- Asset List – Inventory, DBA, equipment, etc. that is transferable with the business
- Business/Owner Bio – How long has the business been in operation? How long have you owned the company? (Etc)
Additional items that may be needed:
- Sales Information (Where do your sales come from? What is the percentage? Etc)
- Sales by customer
- Accounts receivable/payables
- License/contracts
- Staff Bios/Information/Pay Details