Financial Documents:

To enable us to prepare the business for sale, these are the minimum financial documents that are required before we can commence marketing or off-market buyers.

If you are reluctant to provide this data, this will be a fruitless and time-wasting process for you and your representatives.

If you require convincing of providing this information, please ask yourself one question. How will the buyer obtain bank or private finance without this information?

Financial documents required:

• Entity financial statements prepared by an accountant
• Entity tax returns ideally three years
• PEBITDA/EBITDA Report prepared by an accountant
• PEBITDA/EBITDA Report prepared by an accountant (YTD)
• YTD management accounts - from accounting software like MYOB or Xero
• Cover letter from accountant explaining the ownership structure if complicated entity ownership
• Business Activity Statements (BAS)