Preparing to Sell

Prepare, Prepare, Prepare

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Here’s a list of what we will need from you. Prepare this package with care, so that we can sell your business with care.

As your 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.


  •  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

Take a look through our Sellers’ Information pages, then take a look at our Database of currently open Listings. Other things that might help you to gain a further perspective:

I have been selling businesses in the Great Los Angeles & Orange County areas for 16 years! Let me help you to do the same.

Call me personally.

Roger Civalleri


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