• Three years’ profit and loss statements – ideally audited; and as current and accurate as possible. If you’re part-way through the current year ensure you have last year’s figures and tax returns, and also year-to-date figures, normally via GST returns.
• List of plant and equipment including the depreciated values
• The lease and lease-related documents
• Copies of any operations manuals, systems & processes
• A list of the loans against the business (amounts and payment schedule)
• Copies of any equipment leases/rental agreements
• A copy of the franchise agreement, if applicable
• Copies of employment agreements together with job descriptions
• Schedule of staff (employees and/or contractors) including brief summary of their role
• An approximate amount of the inventory on hand, if applicable
• The names of any outside advisors/professionals

Our unique Value Activator™ System helps identify and present the critical information, that a potential buyer or investor for your business will require