Will I be Allowed to Review the Financial Records of the Business?

We believe that a buyer can only make an informed judgment as to his/her potential interest in a business if they are in possession of all the relevant facts. At George and Company, you can get any information you need after executing a confidentiality agreement. Of course, this information can only be shared with certain professionals like your attorney and accountant.

A few key documents to review are the company’s history and financial records. A business’s history might reveal times where the company has struggled or grown exponentially. Financial records will help you to clearly see what assets have contributed to the business’s goals.

If you're in need of advising during the sale or purchase of a business, contact one of the professionals at George & Company.