List of Documents to Gather

  • Operating Agreement – LLC
  • Partnership Agreement – Partnership
  • Shareholders’ Agreement – Corporation
  • By-Laws – Corporation
  • Articles of Incorporation – Corporation
  • Articles of Organization – LLC
  • Employment Agreement with employee
  • Office leases
  • Equipment leases
  • Vendor/Supplier contracts
  • Company loan documents (Promissory Notes)
  • Company financial statements
  • Company bank statements
  • Corporate Minute Book
  • Correspondence containing or referring to agreements between the partners