Owner's Preliminary Checklist


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.