Send your business documents
One archive per area
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📁 Accountant
Complete financial statements for fiscal years 2024, 2023, 2022, including Balance Sheet, Income Statement and Depreciation Schedule. Also include Tax Returns.
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📁 Internal Accounting Software
Updated Internal Financial Statements for Fiscal Year 2025: Balance Sheet, P&L and Sales/Customer/Vendor Data for the Last 3 Years.
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📁 Client and/or Accountant
Earnings recast with adjustments, EBITDA / SDE. Can be prepared with broker support. Transparency at this point adds value.
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📁 Landlord and/or Real Estate Agent
Lease agreement, amendments and disclosure statements (applicable to leased property transactions).
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📁 Franchisor
Current franchise agreement and additional documents required by the franchisor network, if applicable.
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📁 Client
Licenses, Permits, Floor Plans, Registration Certificates, Business Questionnaire and Employee Schedule.
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📁 Client and/or Broker
Photos (minimum 10), list of tangible/intangible assets, intellectual property, company milestones and awards.
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📁 General Documents
Other relevant materials: marketing, presentations, contracts, sales histories, operational or tax insights.
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