Buy / Sell Assistance

If you are thinking about buying or selling a business, we can help.

If you are buying you will need …

  • At least 3 years of Financial Statements sent directly from their CPA
  • At least 3 years of Corporate Tax Returns sent directly from their CPA
  • An analysis of the above by your CPA
  • A Business Valuation by your CPA or other competent expert
  • Due Diligence performed by your CPA or competent expert
  • A 3 to 5 year Forecast performed by your CPA
  • A valid contract executed by a competent business attorney
  • Secured financing if needed

If you are selling you will need …

  • A Business Valuation by your CPA or other competent expert
  • Substantiated evidence of the buyers’ ability to pay
  • A valid contract reviewed by a competent business attorney

Please Beware of…

  • Anything you hear in a seminar
  • Franchises – check them out thoroughly
  • Most internet business opportunities
  • Financing a buyer if you are the seller
  • Anything that sounds too good to be true
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