The CCM Commercial team handles a variety of retail and commercial transactions (sale, purchase, lease). When it comes to business opportunity sales, we know it can be daunting as to what type of information to provide. To make the information gathering process easier for our clients, we have created a checklist of items that we would need in order to effectively sell your business:
Click below to access the checklist for your specific business opportunity sale:
BUSINESS ASSETS
- Equipment List
- Leasehold Improvements List / Receipts
- Inventory Lists
- Business License
- List of Any Leased Equipment (i.e. Coolers, Credit Card Machines, POS System, Phone, Satellite Dish, Bathroom Supplies / Dispensers, etc.)
- List of Vendors (Need Name, Phone, Email)
FINANCIALS, CONTRACTS, LEASES, OPTIONS, BOOKS & RECORDS
- Last Two (2) Years of Business Tax Returns
- Last Two (2) Years of P & L’s (Profit & Loss Statements)
- Name, Phone & Email of Your Tax Accountant
- Current Lease, Plus Options Currently Available
- Copies of Gas, Water, Sewer Electric, & Garbage Bills
- Copy of HVAC Service Bills
INTELLECTUAL PROPERTY
- Website URLS
- Business Name
- Business Pictures (Exterior & Interior Photos, Website Images)
- Business Phone & Internet Address
PLEASE DOWNLOAD THE LAW OF REAL ESTATE AGENCY PAMPHLET
Prior to sending CCM Commercial any of the information above, please download the “Law of Real Estate Agency Pamphlet” below which details the client / broker relationship:
DELIVERY OF INFORMATION TO CCM COMMERCIAL
The preferred method of delivery for the above information is via email to cal@ccmcommercial.com. If emailing is not possible or not preferred, please call Cal at 425.922.2886 to discuss an alternative method of delivery.
BUSINESS FINANCIALS & TAX RETURNS
- Last Two (2) Years of Business Tax Returns
- Last Two (2) Years of P & L’s (Profit & Loss Statements)
- Name, Phone & Email of Your Tax Accountant
CREDIT CHECK
Download and complete the “Authorization for Credit History & Background Check” form below:
PERSONAL FINANCIAL STATEMENT
Download and complete the “Personal Financial Statement Form” below:
PLEASE DOWNLOAD THE LAW OF REAL ESTATE AGENCY PAMPHLET
Prior to sending CCM Commercial any of the information above, please download the “Law of Real Estate Agency Pamphlet” below which details the client / broker relationship:
DELIVERY OF INFORMATION TO CCM COMMERCIAL
The preferred method of delivery for the above information is via email to cal@ccmcommercial.com. If emailing is not possible or not preferred, please call Cal at 425.922.2886 to discuss an alternative method of delivery.
BUSINESS ASSETS
- Equipment List
- Leasehold Improvements List / Receipts
- Inventory Lists
- Business License
- Liquor License
- Health Permit
- List of Any Leased Equipment (i.e. Coolers, Credit Card Machines, POS System, Phone, Satellite Dish, Bathroom Supplies / Dispensers, etc.)
- List of Vendors (Need Name, Phone, Email)
FINANCIALS, CONTRACTS, LEASES, OPTIONS, BOOKS & RECORDS
- Last Two (2) Years of Business Tax Returns
- Last Two (2) Years of P & L’s (Profit & Loss Statements)
- Name, Phone & Email of Your Tax Accountant
- Current Lease, Plus Options Currently Available
- Copies of All Utility Bills: Gas, Water, Sewer Electric, & Garbage
- Copy of HVAC Service Bills
INTELLECTUAL PROPERTY
- Website URLS
- Business Name
- Business Pictures (Exterior & Interior Photos, Website Images)
- Business Phone & Internet Address
- Food & Sauce Recipes
PLEASE DOWNLOAD THE LAW OF REAL ESTATE AGENCY PAMPHLET
Prior to sending CCM Commercial any of the information above, please download the “Law of Real Estate Agency Pamphlet” below which details the client / broker relationship:
DELIVERY OF INFORMATION TO CCM COMMERCIAL
The preferred method of delivery for the above information is via email to cal@ccmcommercial.com. If emailing is not possible or not preferred, please call Cal at 425.922.2886 to discuss an alternative method of delivery.