Checklist · 12 checks
Business Sale Deal Room Checklist
The documents a buyer will ask for in due diligence — gather them before you go to market and the sale moves faster at a better price.
Who it's for: Owners preparing to sell all or part of their business
Your progress
0 of 12 answered
Your answers stay on this device until you create a report or send them with an enquiry.
Corporate and ownership
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Company extract, constitution and current share register.
Shareholders agreement and any options, convertible notes or vesting arrangements.
Board and shareholder minutes approving material decisions.
Details of any security interests registered on the PPSR.
Contracts and customers
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Key customer and supplier contracts — check change-of-control and assignment clauses.
Leases for all premises, with landlord consent requirements noted.
Finance, equipment and hire-purchase agreements.
A list of any disputes, claims or threatened claims.
People, IP and compliance
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Employee list with contracts, awards, accrued leave and any restraints.
Contractor agreements, especially those creating IP.
Registered trade marks, domains and evidence the business owns its IP.
Licences, permits, privacy policy and any regulator correspondence.
General information only, current as at 2026-10-01. It is not legal advice and does not take your circumstances into account. Nothing here creates a solicitor–client relationship.
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