A PRACTICAL STARTING POINT

Prepare for the conversation.

Gather the records that help an adviser understand your business. Your lawyer may ask for additional information.

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Entity and ownership information

Recent financial statements and cash forecast

Bank statements, receivables, and payables

Loan agreements, security documents, and guarantees

Key leases and commercial contracts

Tax notices, litigation papers, and court orders

Payroll and employee obligations

Urgent concerns and questions for counsel

No financial documents are uploaded or stored by this checklist.

This is an organizational aid, not a filing checklist or legal advice. Read the companion guide →