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Pre-Diligence Document Checklist
This checklist walks you through the documents needed to prepare your business for sale. Complete it at your own pace — your progress saves automatically so you can return anytime. All files upload directly to a secure, private folder — only Harvest Acquisition can access them.
Confidentiality Notice: All documents are protected under a standard NDA. Harvest Acquisition will never share your information with any party without your explicit written consent.
Ownership & Legal
Documents establishing who owns the business and any legal matters affecting the sale.
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Ownership DocumentsArticles of incorporation, operating agreement, and ownership breakdown.Articles of Incorporation / OrganizationOperating Agreement or BylawsOwnership Chart (all owners + percentages)Buy-Sell or Shareholder Agreements
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Legal Standing & LicensesGood standing, all business licenses, insurance, and any litigation.Certificate of Good StandingAll Business Licenses & PermitsInsurance Policies & 3-Year Claims HistoryActive or Pending Litigation (if any)
Upload files or note what is in progress.
Confidentiality Notice: All documents are protected under NDA and only shared with pre-qualified buyers under your written consent.
Operations & Staff
Who runs the business day-to-day and whether the team will stay post-sale.
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Employee InformationRoster, org chart, contracts, benefits, and workers comp history.Employee Roster - Roles, Tenure & CompensationOrganizational ChartKey Employee Contracts / Non-CompetesEmployee Benefits SummaryWorkers Compensation History (3 years)
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Customer & Supplier RelationshipsKey accounts, contracts, and distribution agreements.Top Customers by Revenue (name, %, tenure)Key Supplier AgreementsLong-Term Customer Contracts (if any)Distribution or Territory Agreements
Confidentiality Notice: All documents protected under NDA. Only shared with pre-qualified buyers under your written consent.
Financials
The most critical section for establishing value. The more complete your records, the stronger your listing.
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Historical Financial StatementsTax returns, P&Ls, and balance sheets for the last 3 years.Federal Business Tax Returns - Last 3 YearsProfit & Loss Statements - Last 3 YearsBalance Sheets - Last 3 YearsYear-to-Date Financials (most recent month)Bank Statements - Last 12 Months
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Liabilities & ObligationsAll loans, liens, accounts payable, and deferred revenue.List of All Business Loans & Lines of CreditEquipment Financing AgreementsAccounts Payable SummaryDeferred Revenue or Customer Deposits
Confidentiality Notice: All financial documents are strictly confidential and only shared with pre-qualified buyers under NDA.
Assets & Property
Physical and tangible assets are a major component of value in food production businesses.
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Real Estate & PropertyDeed, lease, tax assessment, and inspection reports.Property Deed or Title (if owned)Lease Agreement (if leased)Most Recent Property Tax AssessmentBuilding & Environmental Inspection Reports
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Equipment & InventoryFull equipment list, maintenance records, inventory count, and vehicles.Complete Equipment List with Estimated ValuesEquipment Maintenance RecordsCurrent Inventory Count & ValueVehicles & Fleet (titles, mileage, condition)Equipment Under Lien or Lease
Confidentiality Notice: All asset documentation protected under NDA and shared only with serious pre-qualified buyers.
Regulatory & Intellectual Property
For USDA and FDA regulated businesses, regulatory standing is critical to transferability.
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Inspection & Compliance DocumentsGrant of inspection, HACCP plan, SSOPs, and recent inspection reports.USDA Grant of Inspection or State CertificateHACCP Plan & Supporting DocumentationSSOPs (Sanitation Standard Operating Procedures)USDA / FDA Inspection Reports - Last 3 YearsWastewater & Environmental PermitsThird-Party Audit Results (SQF, BRC, etc.)
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Brand Assets & IPTrademarks, recipes, digital assets, and software licenses.Trademarks or Registered Brand NamesProprietary Recipes or Processing FormulasWebsite, Domain & Social Media AccountsSoftware Licenses & Technology UsedNon-Compete / Confidentiality Agreements
Confidentiality Notice: All regulatory and IP documents are strictly protected. Never shared without your explicit written consent.
Summary & Submit
Review your progress. Go back to any section to add more. When ready, click Submit.
Confidentiality Notice: All submitted documents stored securely in your private Google Drive folder. Never shared without consent.