Financial Statements

• Profit & loss (last 3 years preferred)
• Year-to-date figures with notes
• Add-back sheet with explanations
• Aged debtors and creditors
• Depreciation schedule

BAS Statements

Copies of the last 12 months' monthly or quarterly Business Activity Statements.

Lease & Legal Documents

• Stamped, signed lease agreement
• Deed of Assignment (if applicable)
• Latest rent invoice

Plant & Equipment

• Owned equipment list (included in sale)
• Leased items with payment terms
• Rental or loaned items with monthly cost

Business Name & Entity Info

• Trading name(s) and certificate
• ABN/QBN details
• Entity name or owner(s)

Licences & Franchise Info

• Required business licences
• Trademarks and registrations
• Franchise agreement and disclosure statement

Digital Assets & Contact Info

• Website(s) and domain ownership
• Business phone, fax, mobile
• Email addresses in use

Business History & Profile

• Operating history and objectives
• Products, services, price list
• Trading hours and area coverage
• Marketing material and achievements
• Opportunities for growth or franchising

Customer Base & Competition

• Number of regular customers
• Top customers contributing to revenue
• Local competitors and market impact

Directors & Ownership

• Full names of directors
• After-hours contact info
• Business ownership structure

Additional Information

• Reason for sale
• Marketing agreements or advertising obligations
• Contracts requiring buyer to take over payments
• Staff list with job descriptions and entitlements
• Hours worked by owners or family