- Three years of profit and loss statements
- Federal taxes for the same three years
- Current list of fixtures and equipment
- The lease and related documents
- Franchise agreement (if applicable)
- List of encumbrances, loans, equipment leases, etc.
- Approximate amount of inventory on hand
- Names of outside advisors with contact information
- Marketing materials, catalogs, promotional pieces, etc.
- Operations Manual (if available)
- Brief history of business
Seller Articles
Does your lease make your business more valuable?
After 25 years selling businesses, I can say that I have looked at tens of thousands of businesses for sale advertisements. And quite often, I see ads that read “Below
Kenneth A. Oppeltz, CBB, CBI, M&AMI
December 6, 2022
