Business Owners:

We need the following additional information from business owners. This applies to individuals or couples that own a sole-proprietorship, LLC, S or C corporation, or any other business interests.

Stake or Non-involved Interest In a Business:
1. Need stock or share certificates showing amount owed or business documents outlining percentage of interest.
2. Need valuation of your percentage of interest.
3. Need income profit and loss from the income of this business for the last three years and a breakdown for the last 6 months.

Sole-proprietorship (Part-time or Full-Time)
1. Business license,
2. List of contracts,
3. List of equipment and inventory,
4. List of accounts receivable,
5. Business taxes for the last 3 years (this will be schedules included in your state and federal personal returns,
6. Break down of ownership if you are a part owner,
7. List of business bank accounts and balances,
8. A monthly profit & loss (income and business expenses) for the last 6 months.

Corporations (LLC, S, & C)

1. Articles of Incorporation
2. List of assets of the corporation
3. Titles or registration for an business assets values at more than $1,000.
4. List of accounts receivables of the corporation.
5. List of liabilities of the corporation.
6. Corporate taxes for the last three years.
7. Evidence of ownership interest.
8. Valuation of your interest in the corporation.
9. List of income for last 6 months from the corporation.
10. Name of registered agent for the corporation.
11. List of corporate bank accounts and balances.
12. This list is not exhaustive.