TREADSTONE LAW · ONTARIO · DIGITAL LEGAL SERVICES · EST. MMXXI ·TSL
The Business Sale CentreTool

What should I put in the data room before a buyer asks?

Answer a few questions about your business and this builds the document list to assemble before you go to market or grant exclusivity. It is a starting list, not a substitute for reviewing the documents yourself.

What you get. Answer 6 short questions about your situation and get a personalised list drawn from 17 possible documents, each with a one-line reason it is on the list. The list can include: Financial statements for the last three fiscal years and year-to-date; Corporate tax returns, notices of assessment, HST and payroll remittance history; Twelve months of bank and merchant processing statements; Aged accounts receivable and payable, and a current inventory list; Minute book, articles, share register and any shareholder agreement; A list of assets to be sold with serial numbers and any equipment leases; Personal Property Security Act search results and payout letters for anything registered; The commercial lease, every amendment, and its assignment clause.

Get the Business Sale Journey by email

Ninety days of short, standalone emails on selling an Ontario business, from deciding and valuing through closing, wherever you are in the process.

Where are you right now?

Three short emails a week for up to 13 weeks. Joining replaces any other email series from the firm.

Ready when you are.

Start a file online in about seven minutes, or ask a lawyer first. Flat, published fees.

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