business pre-sale check list - 177807_1

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177807- BUSINESS PRE-SALE CHECK LIST When you make the decision to sell your business, there are a number of documents which you will need to provide to your real estate agent to allow your real estate agent to begin marketing your business. These include: Primary Documents: (required for the listing of your business) Copies of lease documents (including any renewals, variations and assignments). Sets of accounts for the last three years (and just prior to the sale, a set of updated accounts should be provided if the last accounts are more than six months old). A list of stock and plant with values. Copies of any lease agreements for vehicles or plant. Copies of any hire purchase agreements eg for the photocopier or fax machines. Copies of any documentation relating to any impending litigation (eg statements of claim). Secondary Documents: (required after sale obtained) Copies of certificates of title for the building. Copies of health licences. Copies of building warrant of fitness and code compliance certificate (if any). Copies of vehicle registration papers (if vehicle is included in the sale). Copies of any phone contracts. Copies of any employment contracts. Copies of any sub-user licences for trademarks. Copies of any trademark certificates and proof of ownership of copyright. If the company itself is to be sold rather than just the business of the Company then copies of the company minutes book, details of directors and shareholders guarantees, certificate of incorporation, share certificates (if any) any name changes, company accounts and any debentures or other charges against the company. Lists detailing of major clients and suppliers. Landlord's details to allow purchaser to contact landlord direct with information required for the landlord's consent. Finally, before giving any of the above information to a prospective purchaser you may wish to consider entering into a confidentiality agreement to ensure that in the event the sale does not proceed your specialist information, systems and client list are not exposed or lost to your competitors.

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• Copies of any phone contracts. • Copies of any hire purchase agreements eg for the photocopier or fax machines. • Copies of lease documents (including any renewals, variations and assignments). • Copies of any sub-user licences for trademarks. • Copies of any lease agreements for vehicles or plant. • Copies of health licences. Primary Documents: (required for the listing of your business) • Copies of any trademark certificates and proof of ownership of copyright. 177807-

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Page 1: BUSINESS PRE-SALE CHECK LIST - 177807_1

177807-

BUSINESS PRE-SALE CHECK LIST When you make the decision to sell your business, there are a number of documents which you will need to provide to your real estate agent to allow your real estate agent to begin marketing your business. These include: Primary Documents: (required for the listing of your business) • Copies of lease documents (including any renewals, variations and assignments). • Sets of accounts for the last three years (and just prior to the sale, a set of updated accounts should be provided if

the last accounts are more than six months old). • A list of stock and plant with values. • Copies of any lease agreements for vehicles or plant. • Copies of any hire purchase agreements eg for the photocopier or fax machines. • Copies of any documentation relating to any impending litigation (eg statements of claim). Secondary Documents: (required after sale obtained) • Copies of certificates of title for the building. • Copies of health licences. • Copies of building warrant of fitness and code compliance certificate (if any). • Copies of vehicle registration papers (if vehicle is included in the sale). • Copies of any phone contracts. • Copies of any employment contracts. • Copies of any sub-user licences for trademarks. • Copies of any trademark certificates and proof of ownership of copyright. • If the company itself is to be sold rather than just the business of the Company then copies of the company

minutes book, details of directors and shareholders guarantees, certificate of incorporation, share certificates (if any) any name changes, company accounts and any debentures or other charges against the company.

• Lists detailing of major clients and suppliers. • Landlord's details to allow purchaser to contact landlord direct with information required for the landlord's consent. Finally, before giving any of the above information to a prospective purchaser you may wish to consider entering into a confidentiality agreement to ensure that in the event the sale does not proceed your specialist information, systems and client list are not exposed or lost to your competitors.