Bring the genuine purchase and financing terms, collateral provisions and relevant money trail. Distinguish drafts from signed obligations.
Connect the agreement to actual funds
Explain which amounts have moved, which remain payable and under what conditions. The account should match both the transaction documents and the banking evidence.
Request the tax returns and year-end statements for the last three years, the current accounts receivable and payable, payroll registers with employee names and roles, the customer list with contract copies and the equipment list with titles, serial numbers and financing statements. The share register and constitutional documents, the shareholders' agreement, every licence and permit with its holder, the equipment and vehicle schedule, current contracts and customer list, receivables, financial statements and tax returns, payroll records and the lease or deed for the yard. Where records are thin — an older asset, a private buyer, a closed account — say so early; missing pieces can often be supplemented with accountant letters, tax documents or bank certifications rather than abandoned. Gather the lease or letter of intent for premises, supplier quotes and terms, equipment purchase or repair commitments, hiring plans with wage assumptions, and any customer contracts transferring with the business.