Sellers' Checklist

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

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


Necessary Forms & Docs

Copyright ©2019 by 
Roger Civalleri is a LINK Agent.

DISCLAIMER: All information contained in this website that relates to companies for sale resulted from representations by either the Seller or the Purchaser. LINK Business LA and its agents can not and will not verify the accuracy or completeness of any information. Sellers and Purchasers must verify any such information themselves and should engage legal and financial advisors to assist with this process.