Checklist: Documents to Bring to Meet with a Business Broker

Katie Fleming

Katie Fleming

Co-founder and COO of Owner Actions

A business owner completes a checklist of items to bring to meet with a business broker

When you sell your business, your business broker will ask for a specific set of documents to create your listing and prospectus. Prepare for your meeting by pulling together copies of the following documents:



What to bring

Recent tax returns for your business
Profit-and-loss statements
Current balance sheet information
Real estate information, including the square footage and key features of your site
A list of assets that will be included in the sale
Appraisals of assets
Proof of licensure and trademarks
Marketing materials
Employee headcounts
Payroll reports


Your broker may have additional requirements. For a complete list of the documents you’ll need to create your listing and sell your business, talk with your business broker. Then, work proactively to assemble these items.


What’s next?

Next, you and your broker will work on the presentation of the business, list it, and begin fielding questions. We can help you through these important steps. Log into your owner’s portal for articles and a step-by-step guide through the process.

Want to learn more about selling your business? Browse our library on all the topics you’ll need to take on to sell your business. Here, you’ll find easy, actionable articles on getting your financials in good order, working through the due diligence process, and much more.

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