What Should I Do to Prep?

Corporate Documents • Articles of Incorporation and Bylaws (or LLC Agreement) • Business licenses and permits • Organizational chart and ownership structure • Board meeting minutes (last 3 years) • Shareholder agreements and stock ledgers • List of subsidiaries and...

1. Assess Your Readiness to Sell Before putting your business on the market: Clarify Your Goals: Are you retiring, seeking a new opportunity, or cashing out? Financial Needs: Understand how much money you need post-sale. Emotional Preparedness: Prepare to let go of...