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A Step-by-Step Guide to Selling a Middle-Market Business

Lake Country Advisors

This often includes: Financial Review: Ensure financial statements are accurate and up to date. Audited statements add credibility during buyer due diligence. As for documentation: Financial Statements: Past three to five years of income statements, balance sheets, and cash flow statements.

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Will a buyer expect us to have audited financials or GAAP-compliant statements? What financial documentation might I be overlooking as we prepare for a sale?

iMerge Advisors

But in nearly all cases, the quality and clarity of your financial documentation will directly impact valuation, deal structure, and buyer confidence. GAAP-Compliant Financials These follow Generally Accepted Accounting Principles (GAAP), ensuring consistency and comparability, but may not be audited.

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Sell-side due diligence: A reality check on your business

Focus Investment Banking

That’s when the buyer goes through all of your company’s financial statements, employee contracts, supplier and vendor agreements, licenses and permits, rental and lease agreements, intellectual property and the like to help them determine if they are buying a solid company at a fair price.

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When It’s Time to Sell Your Business, an Experienced Team of Trusted Advisors is a Must

Chesapeake Corporate Advisors

The CPA prepares key financials before the sale process begins—such as audited or reviewed financial statements—and provides the financial documents buyers use to value the deal. They also draft legal documents to protect and distribute your wealth, articulate your health directives, and reduce estate tax impacts.

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Is Now the Best Time to Sell My Business in 2023?

Lake Country Advisors

Financial Preparation for Selling Financial preparation is a critical step before listing your business for sale, including having accurate, up-to-date financial statements and forecasts and understanding how different valuation methods can impact your sale price.

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The Importance of Comprehensive Due Diligence Services

MergersCorp M&A International

MergersCorp M&A International is a leading advisory firm that specializes in mergers and acquisitions (M&A) transactions. The financial due diligence service provided by MergersCorp M&A International aims to assess the target company’s financial health and attractiveness.

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How do I sell my software company?

iMerge Advisors

Key legal documents include: Asset or Stock Purchase Agreement (APA/SPA) Reps and warranties schedules Employment or consulting agreements (if youre staying on) Escrow and indemnification terms Deal structure including whether its an asset or stock sale has major tax and liability implications. But your work isnt done.