Start Here: Initial Seller Information Questionnaire

Download, print and fill out our confidential seller questionnaire. It gives us what we need to value your business and present it to qualified buyers, and it answers the questions buyers ask first. It takes about 30 to 45 minutes.

Comience aquí: descargue, imprima y complete nuestro Cuestionario de Información Inicial del Vendedor, también disponible en español.

Download Questionnaire (English, PDF)Descargar Cuestionario (Español, PDF)

Questions or need help filling it out? Call John Diaz at (561) 448-1235. ¿Preguntas o necesita ayuda? Llame al (561) 448-1235.

Note:

Business sale requirements are critical when you are interested in selling your business, Answering questions related to the sale is necessary to determine the ‘Fair Market Value’ or the range of values for your company. For more information on how to determine your business’s value, visit our Business Valuation page.

THE FOLLOWING DOCUMENTS MAY BE NEEDED OR WILL NEED TO BE AVAILABLE FOR A BUYER AND A LENDER IF THE BUYER IS USING OUTSIDE FINANCING (other documents may apply)

Financial Records

  • HISTORICAL FINANCIAL STATEMENTS (For the most recent three years)

    • Profit and loss statements, balance sheet
    • Bank statement
  • FEDERAL TAX RETUERNS (For the most recent three tax reporting years)*

    • Corporate Tax Returns (Form 1120 or 1120s)
    • Schedule C (Form 1040)
    • Partnership Tax Return (Form 1065)
    • Sales Tax Return
    • Payroll Tax Return
  • Interim Financial (For the most recent reporting period)
  • Schedule of all indebtedness of the business
  • Accounts receivable aging report
  • Inventory information
  • Summary of job – in – progress report

Company Assets And Real Estate

  • List of Assets to be included in the sale
  • List of Assets not be excluded from the sale
  • List of Assets not appearing on balance sheet
  • Copies of leases for real estate and equipment
  • Legal description of any real property included in the sale
  • Appraisals on real estate and/or equipment (if available)
  • Environmental reports/surveys

Employee Related

  • Any employment contracts, representative agreements, etc.
  • Organizational Chart (Job description and rates of compensation)
  • Copies of any pension and/or profit sharing plans
  • Buy/sell and/or shareholder agreements
  • Employee benefits, group health insurance, etc.

Contracts, Policies, Marketing Etc.

  • Copies of all insurance polices
  • Brochures, advertisements, yellow page ads, articles, maps, etc.
  • List of any contracts for services
  • Copies of any patents copyrights, trademarks or contracts of value

learn about the SBA’s guidelines on selling a business