Due Diligence Preparation

We help you determine and put a plan in place to deliver the information your prospective buyer and their bank requires to satisfy themselves that your business can deliver the value proposition you project into the future.  Key information is usually, but not limited to:

  1. Financial statements and tax returns
  2. Budgets and financial projections
  3. Employee status
  4. Strategic plan
  5. Articles of incorporation, ownership information, bylaws, etc.
  6. Legal, regulatory, tax and customer issues affecting your company

To learn more about how our Due Diligence Preparation program may positively impact your Business Exit Planning, you may connect with me for a FREE 30-minute no obligation consultation.