1. Identification Documents
This includes items such as a driver's license, social security card, and passport.
2. Business Documents
This includes items such as articles of incorporation, partnership agreements, and loan agreements.
3. Tax Documents
This includes items such as W-2s, 1099s, and corporate tax returns.
4. Banking Information
This includes items such as account numbers, routing numbers, and contact information for your bank.
5. Accounts Receivable and Payable Ledgers
This includes totals for each of your accounts receivable and payable.
6. Insurance Documentation
This includes proof of insurance for your business as well as any insurance policies you may have.
7. Lease or Mortgage Agreements
If you have a lease or mortgage for your business, this will need to be included.
8. Inventory Lists
This includes a list of all inventory you have on hand, including product descriptions and quantities.
9. Employee Records
This includes employee contact information, job titles, and salary information.
10. Annual Report (if applicable)
If your business is required to file an annual report, this will need to be included as well.