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Complete this comprehensive checklist to prepare your business for sale. Having these documents ready will streamline the process and maximize your business value.
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Check off items as you gather the required documents and information
Expert advice to help you prepare your business for sale
Begin gathering documents 6-12 months before you plan to sell. This gives you time to organize everything and address any gaps.
Maintain up-to-date financial records and ensure all contracts are current and properly executed.
Work with your accountant, attorney, and key employees to ensure all necessary documents are collected and organized.
Keep your sale plans confidential until you're ready to go to market. This protects your business and employee relationships.
Our experienced team can help you organize your documents and prepare your business for a successful sale.