If you are thinking about selling your business — now or in a few years — getting your documents in order early makes the whole process calmer. Buyers, and the people who advise them, want a clear picture of how the business earns its money and what would carry over to a new owner.
Start with these, and gather what you can before a first conversation:
Three years of profit and loss statements and tax returns, so a buyer can see how the business has performed over time, not just in its best year.
A list of equipment and fixtures — what is owned, what is leased, and what would stay with the business.
Lease documents for the premises, and any loans or equipment leases, with balances and terms.
A franchise agreement, if the business is part of a franchise.
An approximate inventory figure, and an idea of how inventory is counted.
The names of your outside advisors — accountant, attorney, and any others who help run or advise the business.
You do not need perfect books before you talk to us, and you do not need to share anything widely. Bring what you have, and we can talk through what is missing and what would help it be ready.
A tidy set of records also helps in other ways: it makes pricing guidance more grounded, it gives buyers confidence during due diligence, and it keeps the process moving once offers are on the table.
If you are ready to start, see the Selling Guide, or book a Confidential Business Sale Consultation — a complimentary 30-minute conversation about your goals, timing, and next steps.