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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.
Ready when you are.

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

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