Owner’s Preliminary Checklist of Items Needed in Establishing Practice Value or Placing Practice for Sale
__ Personal and Corporate (if applicable) Tax Returns for last three years
__ Copy of Office Lease
__ Staff Census – name of employee; hire date; current wages and benefits
__ Monthly Production & Collection figures for the practice for the past 24 months
__ Copies of Business Bank Statements for the prior 24 months
__ Accounts Receivable Aging Report
Should you have any questions on this or other materials, please feel to contact our office (818) 999-9595.
Click here to view the full list of forms.