To carry out the various that will allow us to evaluate your company, please find below a list of please find below a list of necessary documents:
In red, the essential documents.
Legal documents
- Extract K or Kbis (if available) available).
- Statutes of the company.
- Minutes of the last general meeting.
- Report of the Statutory auditors' report for SA and SAS. (if applicable)
 Documents financial
- Balance sheets and income statements for the last 3 years.
- Analysis detailed analysis of the turnover over the last 3 or 5 years:
- breakdown of sales by customer and by product/service
- modality Billing method (frequency, payment method, etc.)
- % of major clients
- Remuneration, expenses, benefits in kind and billings of the transferor(s) and his/her family.
- List of loans - schedule. (if applicable)
- List of leasing contracts leasing contracts - schedule. (if applicable)
Operating documents
- Commercial lease
- Contracts
miscellaneous :
- general terms and conditions of sale (GTC),
- contracts contracts,
- policies insurance policies,
- commercial contracts,
- concessions or license to operate,
- contract
of lease management.
- Title deeds to the company's of the company's real estate. (if applicable)
- Participations held. (if applicable)
- Industrial property rights (patents, licenses, trademarks). (if applicable)
- Administrative authorization or license (patents, licenses, trademarks). (if it is a regulated regulated activity)
- Reports organization chart, seniority, remuneration, age pyramid, non-competition clauses in non-competition clauses in employment contracts, etc.
- State of the main equipment in case of value (list, date of acquisition, condition, etc).
- Catalog products/services and prices.
- List of pending litigation or lawsuits.
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