Clean financial records
Revenue, expenses, bank statements and supporting documents reconciled by your accountant or bookkeeper, so they can be shared with confidence.
Financial readiness
Get your financial records ready for a deal
Prepare the figures buyers ask for first. Your accountant or bookkeeper does the accounting work. SellAnyBiz gives you the checklist, the listing financials and the Data Room to organise it.
- Your accountant keeps the books
- Preparation, not accounting advice
- For buyers
- Read the numbers in one place
- Spot gaps before you offer
- Know what to ask the seller
- For sellers
- Reconciled, up-to-date records
- Add-backs written down
- Documents ready for the Data Room
Bookkeeping is done by your own accountant or a qualified provider you appoint. SellAnyBiz offers preparation tools and guidance only. It is not accounting, audit or tax advice.
Purpose
Why records matter in a sale
The first serious question a buyer asks is about the numbers. Clean, current records help an owner explain performance and help a buyer review it without guessing. Gaps and late answers slow a deal and can weaken trust.
This page is about preparation. Bookkeeping, accounts, VAT and tax filings are done by your own accountant or a qualified provider that you appoint and pay directly. SellAnyBiz gives you a clear list of what to have ready, a place to enter the figures in your listing, and a Data Room to share the files with approved buyers after an NDA.
What this covers
What to get in order
Practical preparation work, done with your own accountant, that the platform helps you organise.
Periodic management figures
Monthly or yearly figures that show how the business performs, prepared by your accountant and ready to enter in the listing's Financials step.
Revenue and margin picture
Sales trends, gross margin and operating costs laid out so a buyer can follow them without guessing.
Add-backs and adjustments
Owner-related and one-off costs listed with their evidence. You can record add-backs in the listing's Financials step.
Tax and VAT records
Returns and registration papers kept together for your accountant and a buyer's advisers. Tax advice and filings stay with qualified professionals.
Due diligence file
The financial documents a buyer, lender or adviser is likely to ask for, gathered once instead of chased one request at a time.
Valuation inputs
Revenue, EBITDA, SDE and asking price drawn from the same organised figures, so the numbers in your listing agree with your files.
Data Room upload
Store the files in the Data Room. Buyers see documents only after the NDA step, and only those the seller releases for their deal.
Who it helps
Who benefits from ready records
Sellers, buyers and advisers use the same figures for different jobs.
Sellers
Answer first questions quickly with figures that agree across the listing, the files and your accountant's records.
Buyers
Read the financial picture in a structured way before moving into deeper due diligence.
Brokers and advisers
Work from consistent financial material when preparing a valuation, a listing or deal documents.
What changes
- Cleaner records
- Figures that agree everywhere
- Fewer repeated document requests
- A faster first review by buyers
- Gaps found before they cost time
Preparation checklist
What to have ready
Gather these with your accountant before you list or open the Data Room.
- Profit and loss statements for recent financial years
- Balance sheets for the same periods
- Bank statements that match the reported revenue
- Aged receivables and payables
- Payroll summary and headcount
- VAT or sales tax returns and corporate tax filings
- A list of owner costs and one-off items for add-backs
- A short note explaining unusual movements in sales or margin
Ask the team which items matter for your sector, or read how selling works first.
Step by step
From scattered files to a ready file
A simple order that keeps your accountant in charge of the numbers.
Agree who does the work
Confirm that your accountant or bookkeeper will prepare and sign off the records. SellAnyBiz does not do this for you.
Gather and reconcile
Collect statements, invoices and returns, and close gaps with your accountant.
Write down the adjustments
List owner-related and one-off costs with evidence, so buyers can see how you reached adjusted earnings.
Enter the figures
Add the agreed figures to your listing's Financials step so they match your files.
Share through the Data Room
Upload the files. Approved buyers see what you release for their deal after the NDA.
Questions
Frequently Asked Questions
Does SellAnyBiz do my bookkeeping?
No. Bookkeeping and accounts are done by your own accountant or a qualified provider you appoint and pay directly. SellAnyBiz helps you prepare: a checklist of what buyers ask for, a place for the figures in your listing, and a Data Room for the files.
Why do records matter before selling a business?
Financial records are usually the first thing a buyer reviews. Records that are current and agree with each other make questions easier to answer and reduce delays.
Can better records change what my business is worth?
They can make a valuation conversation clearer, but they do not set a price. Value depends on performance, market conditions, risk and what a buyer is willing to pay.
Is bookkeeping the same as due diligence?
No. Bookkeeping keeps the financial records. Due diligence is the wider review a buyer makes of financial, legal and operational information.
Should I get tax advice separately?
Yes. Ask a qualified accountant or tax adviser in the relevant country for tax, VAT and accounting advice.
Get started
Get your records ready before the next conversation
Tell the team where your records stand. We will explain what to prepare and how it fits into a listing or a deal.