- 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
Articles
What Process I Can Expect When Selling My Business As A Sole Proprietor?
The entire process of selling a business can be complicated, but it doesn’t have to be. Our highly-skilled business brokers share what to expect when looking to sell your business and how one decision can make the entire process effortless for you.
Kenneth A. Oppeltz, CBB, CBI, M&AMI
June 27, 2022
