List of Documents for Review of Sale of Company

 
1.       2012, 2013, 2014 and 2015 Income Tax returns for your company.

2.      Financial statements for all companies for  2012, 2013, 2014, 2015 and Year End 2016.

3.      Inventory Lists.

4.      List of Company Assets, Furniture, Fixtures and Equipment.

5.      Franchise Agreements.

6.      Marketing Agreements with vendors and suppliers.

7.      Bank Statements (typically 3 months to verify cash flow).

8.      Appraisals of Real Estate.

9.      Surveys of Real Estate.

10.  Real Estate Tax Records.

11.  Pictures of business.

12.  Intellectual Property.

13.  Prior Valuation of the Business.

EquityLtd.

Business Transition | Merger and Acquisition Advisors | Commercial Real Estate

Proper documentation is important to stay on the road to SUCCESS!

EquityLtd.

Business Transition | Merger and Acquisition Advisors | Commercial Real Estate