Items Needed to Sell Most Businesses

While every business is different, following is a list of documents and information that most sellers of businesses will be required to provide their business broker and any prospective buyer:

  • Advertising materials
  • Contracts signed
  • Current financial statement
  • Customer/Client Lists
  • Employment withholding returns for 3 years
  • Federal income tax returns for 3 years
  • Franchise agreement
  • Inventory List
  • Leases signed
  • Licenses
  • List of employees and compensation
  • List of machinery, furniture, fixtures, and equipment
  • Permits
  • Sales tax returns for 3 years
  • Schedule of accounts payable
  • Schedule of accounts receivable
  • State income tax returns for 3 years
  • Website domain names

 

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