Selling Your Agency: The Documents You Need to Have Accessible

When you are selling your agency, you will go through different stages and each bring their own requirements. Once you hit the diligence stage, this is when business documents and information required can be overwhelming so it’s better to be clear and prepared.

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

As with any sale or business decision, the information required will vary but these are the most common documents requested.

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More Advice When Selling Your Agency and More To Improve Your Business

You can find more of my articles and video content related to agency selling to help you through the challenges you may be facing. If you found this information helpful but are searching for more advice especially looking to get your business to that next level, I can help.