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"The paperwork alone can be daunting, but that's why I'm here - to climb that mountain so you don't have to! "

 

Roger Civalleri, CBI, M & A MI
Call me today
310-539-8300
and let's talk about
Selling your Business!

 
Sellers: Documents needed

As a Professional Broker, I have the experience and training to aid you in determining the market value of your company in order to set a selling price. To determine an opinion of value, I will need the following documents. From these documents and from questions that I will ask, we will be able to arrive at an opinion of the market value of your company.

Document Checklist
  1. 3 Years of Year-End Profit & Statements
  2. 3 Years of Year-End Balance Sheets
  3. Interim (Year-to-date) Profit & Loss Statement (and Balance Sheet if available)
  4. 3 Years of Tax Returns
  5. List of all Assets with estimated current market value
  6. Value of Inventory (inventory for resale)
  7. Recast of Owner's Discretionary Cash Flow (total financial return to owner from ALL sources)
  8. Copy of Building Lease
  9. Market Value of Real Estate if included in offering

Take a look through our Sellers' Information pages, then take a look at our Database of currently open Listings.

 

 
 
 
Sellers' Information Pages:

 
 
DISCLAIMER: The information herein was furnished by the Seller. Business Team has not verified this information and makes no representation for warranty as to its accuracy, completeness, or authenticity. Future Discretionary Earnings may differ from past Discretionary Earnings.
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