SELLER DOCUMENTATION
Full Service Data Points
Our comprehensive documentation package ensures buyers have everything they need to make informed decisions. Complete this checklist to maximize your agency's appeal and streamline the sales process.
Company Overview
- Company name and legal structure
- Year established and business history
- Primary services and specializations
- Geographic coverage and licensing
- Number of employees and organizational structure
Financial Information
- Annual revenue (last 3 years)
- Profit margins and EBITDA
- Accounts receivable aging reports
- Client concentration analysis
- Outstanding liabilities and debts
Operational Data
- Collection rates and recovery percentages
- Technology stack and software systems
- Compliance certifications and audits
- Key client contracts and terms
- Employee retention and training programs
Assets & Infrastructure
- Real estate and equipment inventory
- Intellectual property and proprietary systems
- Client database and portfolio details
- Vendor relationships and contracts
- Insurance policies and coverage
Legal & Compliance
- State and federal licensing documentation
- Regulatory compliance history
- Pending litigation or disputes
- Data security and privacy protocols
- Bond and surety information
Growth & Opportunity
- Market positioning and competitive analysis
- Growth projections and business plans
- Expansion opportunities
- Client pipeline and acquisition strategy
- Technology upgrade roadmap