Austin Office: 512-277-5450
Houston Office: 832-779-2281
Dallas Office: 214-592-3637

Seller Item Checklist

Ready to sell your business?

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



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