First visit the “Adding Value to Your Business” page.  It will provide you with basic information that will help increase the value of your business while getting it ready to put on the market.

When you are ready to meet with me to get your business on the market, the specific information you’ll need to supply for the valuation process, documentation for potential buyers and for bank financing are:

  • Two to three years of tax returns
  • YTD P&Ls and balance sheets
  • ideally, a business plan, especially with forward-looking statements and revenue projections
  • employee job descriptions, especially key employees
  • equipment lists
  • lease information

To learn more about what you can do to prepare your business for sale, you can reach me at (612) 770-3565  or