Templates / Data room (business sale)
Data room (business sale)
An indexed room of the documents a buyer expects to see, provided by the seller and shared with every bidder, with each bidder’s questions kept to that bidder.
24 requests in 7 sectionsSelling a companyIn every account
Use this templateFree for 14 days, no card.
The pack
Every request, in the order it is asked
Sent once, one link for each person, and here it is coming back. Show the rest to watch each request written in and answered.
Sale of Hazel Joinerydue diligence19 of 24 back
- Corporate
- UploadCertificate of incorporation and articlesAssigned to MLMark LoweFrom OwentomorrowComplete
- UploadRegister of members and share certificatesAssigned to MLMark LoweFrom Owenin 3 daysComplete
- UploadBoard minutes and shareholder resolutions, last three yearsAssigned to MLMark LoweFrom Owenin 5 days1 file sent
- UploadGroup structure chartAssigned to MLMark LoweFrom Owenin 7 days2 files sent
- Financial
- UploadStatutory accounts, last three yearsAssigned to DCDee CarterFrom Owenin 9 daysComplete
- UploadManagement accounts, last 24 monthsAssigned to DCDee CarterFrom Owenin 11 daysAwaiting reply
- UploadCurrent year budget and forecastAssigned to DCDee CarterFrom Owenin 13 daysReminder sent
- UploadAged debtors and creditors at the last month endAssigned to DCDee CarterFrom Owenin 2 daysComplete
- UploadBank facilities, loans and hire purchase agreementsAssigned to DCDee CarterFrom Owenin 4 days1 file sent
- Tax
- UploadCorporation tax returns and computations, last three yearsAssigned to MLMark LoweFrom Owenin 6 days2 files sent
- UploadVAT returns, last eight quartersAssigned to MLMark LoweFrom Owenin 8 daysComplete
- UploadPAYE and any HMRC correspondenceAssigned to MLMark LoweFrom Owenin 10 daysAwaiting reply
- Contracts
- UploadTop ten customer contractsAssigned to DCDee CarterFrom Owenin 12 daysComplete
- UploadTop ten supplier contractsAssigned to DCDee CarterFrom Owentomorrow1 file sent
- UploadAny contract with a change-of-control clauseAssigned to DCDee CarterFrom Owenin 3 daysComplete
- Employees
- UploadAnonymised staff list with roles, start dates and payAssigned to MLMark LoweFrom Owenin 5 daysComplete
- UploadStandard employment contract and staff handbookAssigned to MLMark LoweFrom Owenin 7 days1 file sent
- UploadPension scheme detailsAssigned to MLMark LoweFrom Owenin 9 days1 file sent
- Property and assets
- UploadLeases and licences for each premisesAssigned to DCDee CarterFrom Owenin 11 daysComplete
- UploadFixed asset registerAssigned to DCDee CarterFrom Owenin 13 daysAwaiting reply
- UploadInsurance policies and claims historyAssigned to DCDee CarterFrom Owenin 2 daysReminder sent
- Legal and regulatory
- UploadCurrent or threatened litigationAssigned to MLMark LoweFrom Owenin 4 daysComplete
- UploadLicences, registrations and accreditationsAssigned to MLMark LoweFrom Owenin 6 days1 file sent
- UploadData protection registration and policiesAssigned to MLMark LoweFrom Owenin 8 days1 file sent
An illustration of the pack being answered. The names are made up; in Docsroom you change anything before it goes.
Open your data room today.
Free for 14 days, no card.