Marketing Business

Required Documents for Selling a Business

Compile the following documents in preparation for your business sale:

  • Profit & loss statements for the current and past 2-3 years
  • Current balance sheet
  • Cash flow statement
  • Business tax returns for the past 2-3 years
  • Copy of the current lease
  • Insurance policies
  • Non-disclosure/confidentiality agreement
  • Personal financial statement for the buyer to complete
  • Executive summary of overview of the business
  • Detailed profile describing the business
  • Any additional documentation to substantiate the financial representations
  • Professional certificates
  • Supplier and distributor contracts
  • Employment agreements
  • Offer to purchase agreement
  • Note for any seller financing

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