Selling a Nevada business runs on documents. Buyers and SBA lenders want to see three years of financials, your tax returns, contracts, licenses, and the operational records that prove the business is what you say it is. Here is the checklist I use with owners so nothing stalls the deal.
Financial documents
- Three years of business tax returns.
- Three years of profit-and-loss statements and balance sheets.
- Year-to-date financials.
- A list of add-backs with documentation (owner pay, one-time costs, personal expenses).
- Accounts receivable and payable aging.
- Equipment and asset list.
Want a real number on your business?
I do confidential, no-pressure valuations for owners of trades and service businesses. No obligation to sell.
Book a 20-minute callLegal and licensing documents
- Entity formation documents and good-standing status.
- Nevada contractor license and any trade certifications.
- Leases, vehicle titles, and major contracts.
- Customer and vendor agreements.
- Insurance policies and any bonding.
Operational documents
- Employee roster, roles, pay, and who holds which license.
- Customer list with concentration analysis.
- Recurring contract and maintenance-agreement summary.
- Standard operating procedures, if documented.
Why it matters
Buyers assume that whatever you cannot document is a risk, and they price risk as a discount. SBA lenders simply will not fund without clean records. Getting this organized before you list is the cheapest way to protect your price and your timeline. I help owners build this package so diligence is smooth.
Want a real number on your business?
I do confidential, no-pressure valuations for owners of trades and service businesses. No obligation to sell.
Book a 20-minute call