Checklist

Financial Documents
  • Five years of business tax returns
    Five years of business tax returns TEMP: Why you need business tax returns
  • Five years of profit and loss (P&L) statements
    Five years of profit and loss (P&L) statements TEMP: Why you need Profit and Loss Statements
Operational Records
  • Current inventory list with quantities and valuations (if applicable)
    Current inventory list with quantities and valuations (if applicable) TEMP: Why need current inventory list
  • Equipment and fixed asset list with purchase dates and estimated values
    Equipment and fixed asset list with purchase dates and estimated values TEMP: Why need equipment and fixed assets
Legal and Compliance Documents
  • Articles of incorporation or organization
    Articles of incorporation or organization TEMP: Why need ariticles of incorporation
  • Operating agreement or partnership agreement
    Operating agreement or partnership agreement TEMP: Why need operating agreement
Market and Strategic Information
  • Business plan or strategic plan
    Business plan or strategic plan TEMP: Why need business plan
  • Marketing materials and brand assets
    Marketing materials and brand assetst TEMP: Why need marketing materials
Additional Supporting Information
  • List of major customers and percentage of total revenue each represents
    List of major customers and percentage of total revenue each represents TEMP: Why need customer list
  • List of major suppliers and terms of trade
    List of major suppliers and terms of trade TEMP: Why need suppliers
Optional (If Applicable)
  • Franchise agreements or disclosure documents
    Franchise agreements or disclosure documents TEMP: Why need franchise agreements
  • Real estate appraisals or property ownership documents
    Real estate appraisals or property ownership documents TEMP: Why need real estate appraisals
Download PDF Checklist