Session 10 Activities

  1. If you are purchasing an existing business, you will need to obtain copies of the seller's financial statements and bring to your appointment with CAA. These include:
    • Profit and Loss records for the past 24-36 months
    • Current Balance Sheet
    • Income Tax Returns
    • Utility Bills
    • Supplier Bills
  2. Attend a meeting with your Accountant and Attorney concerning the purchase of an existing business.

Tips & Suggestions

  • Check with your attorney or accountant before your appointment to find out what you should bring. Make the best use of your scheduled time with these individuals by being prepared.
  • Discuss with your attorney any contracts or stipulations concerning the purchase.

Need help?

Call Martina Grimm at 330-424-4013 or e-mail me:

grimm@caaofcc.org