The Stairway to Success

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For Business Advisors
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You Gather the Required Documents
 
Objective

Having all of the documents in the beginning saves a lot of time when preparing the business for sale.

 
The Steps

These are the primary documents you will need to prepare your business for sale:

  1. Tax returns for the last three years
  2. The latest balance sheet that you have
  3. Your lease, if you have one
  4. A list of your equipment and vehicles
  5. The size of your facility
  6. Your franchise agreement, if your business is a franchise
  7. A list of your employees, including their pay rates
  8. Detail information on any liabilities that the buyer would have to assume
Considerations
Having all of the documents in the beginning also helps to ensure that we do not lose qualified buyers because they find that we have given them incorrect information.
 
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