After executing a contract we ask you to provide as many of the following documents as possible. If you don’t have them, that’s not a problem as it helps us identify where we need to close gaps or make improvements.
- Formation and governing documents (operating agreements, buy-sell agreements, etc.)
- Financial statements for the last 3 years in Excel (with your P&L by month)
- Pricing documents
- Marketing and sales documents/plans
- Org chart
- Job descriptions
- Process/procedure manual
- A list of key technologies (accounting, project management, CRM etc.)
- Other business documents