- Last 3 Years’ Tax Returns
- Year-To-Date P & L and Balance Sheet
- Copy of Lease/Physical Description of Bldg and Property (if part of sale)
- List of Furniture and Equipment
- Software Licenses
- Staff
- - Number of People
- - Length of Service
- - Qualifications – Functions Performed
- - Will they stay after the sale?
- Billing Information
- - Number of Clients (their demographics –age, location, size of
business,
yrs of service)
- - Percentage Breakdown of Billings and Rate by Category (attest
services,
- annual bookkeeping, monthly write up, consulting, and tax
work - corporate, partnership, individual)
- - Revenue by Month
- - Status of Accounts Receivables
- Legal Issues
- Liability Insurance
