Client Document Upload

What to send us

Start with the documents you already have. You do not need to wait until every item is ready.

Business financials

• Last three years of business tax returns

• Last three year-end profit and loss statements and balance sheets

• Current year-to-date profit and loss statement and balance sheet

• Current accounts receivable and accounts payable aging reports

• Business debt schedule, including lender, balance, rate, payment, and maturity

Ownership and operations

• Current ownership or capitalization summary

• Organization chart and key employee list

• Major customer, vendor, lease, and recurring-revenue agreements

• Current insurance summaries and licenses

Employee buyer and transition

• Buyer résumé or professional background

• Current role, responsibilities, and proposed ownership transition timeline

• Any draft offer, letter of intent, valuation, or financing materials already prepared

Upload guidance

PDF, Word, PowerPoint, and common image files are accepted. You may attach up to five files per submission, with a 10 MB limit per file. Submit additional batches if needed.

Please do not upload passwords, bank login credentials, Social Security numbers, payment card details, or unredacted government IDs.

Upload your documents

Complete the fields below so we can match the files to your succession engagement.

Need to request these records? Download the editable letter below, send it to your CPA or bookkeeper, and ask them to upload the documents directly using the Client Upload link included in the letter.