The Documents You Need to Have Accessible in the Diligence Phase of Selling Your Agency

By Jason Swenk on September 5, 2013

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
  • Proforma
  • 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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