Business Sale Readiness Check

Assess your documentation and get a tailored preparation plan

Documentation Checklist

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Do you have clean financials for the last 3 years?

Are bank statements available and reconciled?

Are tax returns filed and up to date?

Are customer/supplier contracts documented?

Is your lease agreement transferable?

Are all licenses and permits current?

Are employee contracts and payroll records organized?

Is inventory properly tracked and valued?

Are trademarks, domains, and IP assets clearly owned?

Are all liabilities and debts documented?

Are operations documented with SOPs?

Is sensitive customer/employee data properly secured?