Business sale preparation Workbooks
Browse 20 practical business sale preparation workbooks with record checks, editable fields and CSV exports.
Work from the signed transaction documents and asset or ownership history. Separate proposed terms from final terms and identify the tax, legal and bookkeeping handoffs.
- Business sale asset register Workbook
Asset category, Book balance, Tax record location
- Business sale purchase price allocation Workbook
Contract allocation, Valuation support, Reviewer questions
- Business sale goodwill fact packet Workbook
Customer relationships, Ownership evidence, Valuation assignment
- Business sale inventory closing count Workbook
Closing inventory, Count evidence, Contract treatment
- Business sale receivable schedule Workbook
Receivable detail, Collection terms, Closing treatment
- Business sale debt payoff record Workbook
Loan balance, Payoff quote, Closing payment
- Business sale earnout term review Workbook
Earnout formula, Payment conditions, Modeling question
- Business sale installment payment log Workbook
Payment schedule, Interest provision, Actual receipts
- Business sale seller note support Workbook
Promissory note, Collateral terms, Payment history
- Business sale consulting agreement review Workbook
Services promised, Compensation terms, Separate agreement
- Business sale noncompete records Workbook
Restrictive covenant, Assigned consideration, Legal review
- Business sale transaction expense ledger Workbook
Professional fee, Purpose of work, Closing invoice
- Business sale stock basis evidence Workbook
Share acquisition, Basis adjustments, Supporting return
- Business sale ownership history Workbook
Acquisition dates, Ownership transfers, Election history
- Business sale letter of intent review Workbook
Proposed structure, Binding provisions, Advisor questions
- Business sale tax modeling assumptions Workbook
Sale options, Forecast inputs, Reviewer assignment
- Business sale employee retention costs Workbook
Payment terms, Recipients, Closing responsibility
- Business sale escrow release log Workbook
Escrow purpose, Release conditions, Funds received
- Business sale preparer handoff Workbook
Signed closing packet, Allocation record, Return assignments
- Business sale postclosing adjustment log Workbook
Adjustment description, Payment amount, Contract reference