What prospective buyers will need (Click to download PDF/Print):

  • 3-5 years of P&L (Profit and Loss) financial statements
  • 3-5 years of tax returns (business or business portion of personal tax returns)
  • Any lease agreements if applicable
  • Balance sheet
  • 3 years of bank statements
  • Staff Bios/Information/Pay Details
  • Any additional Bank Records (Credit card statements, etc.)
  • Asset List
  • 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