When selling a business, detailed records are of the utmost importance. In order to conduct a proper analysis, we’ll need as many of the following items as possible. If your business does not have a document, just let us know.
- Past 3-5 Years Profit & Loss Statements and Balance Sheets (in Excel if possible).
- Current Year to Date YTD (Year to Date or end of last month) Profit & Loss Statement and a Balance Sheet (in Excel, if possible).
- Past 3 Years Tax Returns.
- Approximate Value of Furniture, Fixtures, and Equipment (FFE).
- Approximate Value of On-Hand Sellable Inventory at your Cost.
Please identify any discretionary business expenses (e.g., travel, entertainment, etc.) that may be included
We look forward to assisting you.
Please sign in and upload documents here: sign in