Selling or buying a business
Books for selling (or buying) a business
A buyer will ask to see your numbers, and messy books cost you credibility and sometimes price. If you're the buyer, organized data helps you understand what you're getting.
For sellers
Reconciled books for several years, financials that match your tax returns, a clear list of owner expenses run through the business, and organized support for the big numbers.
For buyers
We can organize and summarize a seller's records into readable reports. We are not valuation experts or auditors, and a due diligence team should review the results.
Who else you'll need
An attorney, and usually a CPA or business broker. We supply the bookkeeping side.
Related
General information, not legal or tax advice. Rules change; confirm with the agency, lender or your professional. Updated October 2026.
FAQ
Common questions
Can you value my business?
No. A broker or valuation professional does that.
Do you talk to the buyer?
Only with your permission, and only about the records.
How far back should I clean?
Ask your advisor. Buyers commonly look at several years.