Serious buyers want proof—not promises. Clean, completefinancial documentation speeds up due diligence and builds trust.
## Must-Have Documents
- **3 Years of Tax Returns:** Verifies reported income.
- **Profit & Loss Statements:** Shows revenue and expense trends.
- **Balance Sheets:** Provides snapshot of assets and liabilities.
- **AR/AP Aging Reports:** Reveals customer and vendor health.
- **Payroll Records:** Confirms labor costs and compliance.
- **Contracts:** Customer, supplier, and lease agreements.
## Why It Matters
Buyers pay more for transparency. Missing or sloppy records reduce trust and valuation.
### Example
PAC Consulting packaged financials for a plumbing company before sale. Organized reports reduced due diligence time by 40% and attracted multiple offers.
PAC Consulting helps owners nationwide prepare financials that make businesses more attractive to buyers.