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📁 Financial Documents from Accountant

To help us prepare the most accurate and compelling business profile, please upload any financial documents you have available. Ideally, this would include the Financial Statements (Balance Sheets, P&L Statements, Depreciation Schedules, and Tax Returns) for the last 3 to 5 fiscal years. If you don’t have everything on hand, no problem simply upload whatever you do have, and we’ll work with it.

📁 Internal Financial Reports

Please upload any available reports from your internal accounting software. Ideally, this includes a Year-to-Date (YTD) Profit & Loss Statement and Balance Sheet for the current fiscal year from the business’ internal accounting software, along with sales reports by month, by client, by product category, and purchases by supplier over the past 12 months. If you have any other useful internal reports, feel free to include them too.Don’t worry if you don’t have everything — just send through whatever you have available, and we’ll take it from there.

📁 Add-Backs and Earnings Adjustments

Please upload any documentation or working papers showing earnings recasts (normalizations) with adjustments, leading to either EBITDA or Seller’s Discretionary Earnings (SDE).If you don't have formal schedules prepared, no problem — just share whatever notes, spreadsheets, or examples you have available, and we’ll assist in organizing it.


📁 Property Information

Please upload any relevant property documents. For leased properties, this may include lease agreements, amendments, and disclosure statements. For freehold (owned) properties, it may include title deeds, site plans, or any recent property appraisals.If you only have partial documentation, that’s perfectly fine — just upload whatever you have available.


📁 Franchise Documents

If the business operates under a franchise, please upload a copy of the current franchise agreement along with any other relevant documents provided by the franchisor network.If you don't have everything on hand, no problem — just send through whatever you have available.


📁 Internal Business Documents

Please upload any available internal documents, such as business licenses and permits, organizational charts, employee or personnel schedules (including wages, roles, employment status, and length of service), and a current FF&E (Furniture, Fixtures, and Equipment) schedule.If you don't have all of these ready, that’s completely fine — simply upload whatever you have available.


📁 General Business Documents

Please upload any additional documents that help tell the story of the business. These might include marketing materials, presentations, key contracts, sales histories, intellectual property (IP) lists, company milestones, awards, or any operational or tax-related insights.As always, just send through whatever you have available — we’ll make the most of it.


📁 Photos

Please upload at least 10 photos showcasing the business. Ideally, these should include interior and exterior shots, products, and any key features of the operation. Professional photography is great, but not required — feel free to use your phone to capture clear and representative images.If you have fewer photos available right now, that’s fine — just send through what you can.