Get organized
Prepare for a review
Use this self-guided checklist to organize questions for professionals you choose. This page does not book an appointment.
Deal documents
- Letter of intent or purchase agreement
- Purchase price allocation schedule
- Escrow, earn-out, seller note, or rollover equity terms
- Any consulting or employment agreement with the buyer
Tax records
- Recent personal and business returns
- Basis records for the business and other assets
- Estimated payments made this year
Accounts and income
- Statements for taxable, retirement, and Roth accounts
- Company retirement plan documents
- Your Social Security statement from ssa.gov
- A rough annual spending estimate
Legacy
- Wills, trusts, and powers of attorney
- Beneficiary designations for every account and policy
- Insurance policy statements, including loans and charges