top of page
Initial Document Checklist
-
Profit and Loss Statements for 3 preceding years
-
Pass thru income to owner – Seller’s Discretionary Income
-
K-1s for all principals
-
Tax Returns (Federal, State, Local) – Past Three Years -IRS Form 1120S
-
Tax Forms - Past Two Years - IRS Form 941, W3, W2, 1099
-
Payroll Reports - Employees Salary / Hourly Rates
-
Bank Statement - Past Three Years
-
Loans Payable/Accounts Payable - Credit card, LOC statements
-
Equipment list included in sales
-
Inventory
-
Intangible Assets – IP, Patents (applications), copyrights, trademarks, website
bottom of page