The Documents You Need to Have Accessible in the Diligence Phase of Selling Your Agency
By Jason Swenk
Here is a quick list of information to have readily accessible when going through the diligence phase of selling your agency.
- Financials (P&L – YTD, 2 past years, balance sheet)
- Recurring revenue
- Open opportunities
- Current clients (Tier your clients)
- Company profile
- Employee profiles
Information will vary but these are the most common documents requested.
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