Your broker will not request confidential information until after you have hired them to represent you. At that time, your broker will need to review the following documents and will also schedule an interview and photo shoot to prepare for the valuation and sale of the company.
Documents include company financials for the most recent three complete fiscal years in addition to year to date with previous year comparisons. Please provide both tax returns (for the complete fiscal years) and company financials which include balance sheets and profit & loss statements.
For the interview it is helpful to have information about sales and vendors, employee details, and company history.
For the photo shoot, it is helpful to have access to the business after regular business hours.
Additional information such as logos, trademarks, copyrights, patents, and trade secrets is also helpful in preparing for the sale.