So you want to sell your company?

One of the first questions we often get is: what’s the first step if you’re planning a share restructuring — selling some or all of your shares?

The answer: set up a data room.
It’s basically a shared folder that contains all the information investors, advisors, lawyers, and other parties need to review before making a decision.

At a very general level, a typical data room usually includes:
1️⃣ Company registration docs – certificate of incorporation, shareholder list, tax docs
2️⃣ Licenses – relevant business permits
3️⃣ Asset records – with appraisal report if any
4️⃣ Financials – last 3 years’ financial statements and a 5-year projection

👉 But this is only a basic starting point. In practice, the documents required will vary depending on your industry, business model, and the depth of the transaction.

For example, in some deals we’ve worked on, additional sections were required, such as:

• Due diligence reports (financial, legal, valuation, PPA)
• Asset details – acquisition dates, book values, independent appraisals
• Contracts & agreements – customer, supplier, and shareholder agreements
• Management & board resolutions – drafts or approvals relevant to the deal
• Detailed financial breakdowns – revenue by product line, cost structure, CAPEX plans
• Customer concentration data – top 10–20 customers and their % contribution to revenue
• Industry analysis – commodity price trends, demand/supply outlook, FX rates

The more complete and well-structured your data room, the smoother the process will be when investors start digging in.

💡 Thinking of selling or restructuring? We can help you prepare the right data room for your industry and guide you through the process.

#ORNA #DCF #DueDiligence #BusinessValuation