Checklist for Business Sale or Valuation
- Financial statements for past 5 years
- Monthly statements for past year
- History of the enterprise
- Business plan or marketing plan for the company
- Sales by title information for at least 3 years
- Accounts receivable & payable aging reports
- Salary history of owners with detailed list of “perks”
- Copy of partnership agreement, articles of incorporation or other legal status documents
- Copies of all agreements with distributors or other reps
- Any employment agreements, royalty agreements or sub-rights distribution agreements.
- Current inventory
- Management chart, annotated with name and titles.