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Financial records0 of 8 complete

Annual financial statements and business tax returns are available for the requested periods.Current year-to-date statements include a comparable prior-year period.Reporting dates and the accounting basis are confirmed with the financial records contact.Differences between internal statements and tax returns have written explanations.Bank statements, the detailed ledger and support for material entries can be located.Current receivables, payables and inventory reports are available where relevant.Major changes in sales, margins, payroll and other operating costs are explained.Incomplete periods, estimates, corrections and missing records are clearly identified.

Owner benefits and costs0 of 6 complete

Each owner's duties, working hours, compensation and benefits are documented.Work performed by owners or family members is described, including unpaid work.Unusual income and expenses are listed with dates, amounts and supporting records.Related-party rent, payroll and service arrangements are documented.Each proposed adjustment explains what would continue, stop or change.Any replacement staff, services or spending are identified; items are not counted twice.

Customers and relationships0 of 4 complete

Revenue by customer or customer group is summarized for a consistent period.Important customer, supplier, referral and platform dependencies are identified.Repeat purchases are distinguished from revenue supported by signed agreements.Key contracts show end dates, renewal terms and questions needing transfer review.

Team and operating continuity0 of 4 complete

Key team roles, responsibilities, vacancies and critical skills are documented.Relationships, approvals and tasks that rely on the owner are identified.Operating procedures, training materials and key system records can be located.Forecasts and growth opportunities are clearly separated from historical results.

Premises assets and obligations0 of 8 complete

Property and equipment leases, amendments and renewal information are available.Consent, assignment and change-of-control questions are flagged for legal review.Major assets are listed with ownership records, condition and replacement needs.Business-owned, leased, financed and personally owned assets are distinguished.Current debt, security, lien and guarantee information can be located.Customer deposits, prepaid work, warranties and other commitments are summarized.Material licenses, permits, insurance and intellectual-property records are available.Disputes, claims, overdue obligations and other unresolved matters are identified.