A Division of New Hampshire Business Sales, Inc.

Business Transition Strategies can complete an IOV a short time after receiving the complete documentation required. Subsequent IOV’s can be completed in a shorter timeframe if they are requested within a year of the initial in-depth Opinion.

Documentation Required*

 The last three fiscal years tax returns for the business entity.

 Internal P&Ls corresponding to the tax returns.

 Internal balance sheet for last three fiscal year ends.

 Internal comparative profit and loss for the current fiscal year.

 Current balance sheet.

 Monthly sales for the past two years.

 List of vendors, suppliers or service providers with purchase volume.

 List of customers or clients with sales volume.

 Copies of any leases.

 A report or value of current inventory.

 An asset or fixture and equipment list, with an estimation of current market value.

 Management's projection or assessment of the next three years performance.

 Current accounts receivable report.

 Current accounts payable report.

 List of key personnel and their responsibilities

 Management’s report of Work in Progress, unfilled Purchase Orders and pending orders or projects.

 Copies of the organizations marketing materials.

 Other management or financial reports as necessary.**

*All documentation may not apply to every business or industry.

**Other reporting will be specific to the individual business, and may include sales by location or division.