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Information request list

To achieve a precise valuation, evaluate a business and finalise a deal, a substantial amount of information is necessary.


Whilst not exhaustive, the following list provides an excellent initial framework. This information can be shared once a Non-Disclosure Agreement has been executed.

Financial records

  • Annual detailed financial statements for the past three to five years.

  • Monthly Management Accounts for the year to date

  • Annual revenue by customer, for the last 3 years

  • % of revenue that is recurring / repeat

  • Description of any capital investments in last 3 years and any planned investments

  • Details of any tax reclaims made

Legal Documentation

  • Sample employee contract and staff handbook

  • Top 5 customer contracts (by revenue)

  • Contracts with any critical suppliers

  • List of any intellectual property owned

  • Property Leases, if applicable

Operational Records

  • Organogram, with a description of each role, key responsibilities, full time/part time, tenure

  • Overview of systems

  • Overview of key customers and services provided

  • Overview of key suppliers (along with annual spend).

Licenses and Permits

  • Copies of business licenses and permits required to operate your business.

  • Compliance documentation with relevant regulations and industry standards.

Disclaimer: This business documents acquisition checklist serves as a valuable starting point for businesses planning to sell to Firebird Capital. However, it is not exhaustive, and additional information may be required during the due diligence phase.

Sell with Confidence to Firebird Capital

Don't lose out on up to £9.0 million of value, book a meeting with one of our Directors.


During this meeting, we'll discuss your business, address any questions or concerns you may have, and explore the best way to move forward.

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