What documents should I prepare before listing my facility for sale?
Direct answer
Prepare two to three years of profit and loss statements, a year-to-date P&L, a balance sheet, your rent roll and census, payor mix, a payroll summary, your licenses, three years of state surveys and plans of correction, property information, and your mortgage details and leases.
What to know
Buyers and their lenders underwrite from these documents, so gaps slow the deal or lower the price. The financial set is the core: historical and year-to-date P&Ls, a balance sheet, and the rent roll and census that show occupancy and payor mix. A payroll summary matters because staffing is typically 50% to 70% of operating expenses.
On the regulatory side, gather your licenses and three years of state surveys with plans of correction. On the property side, pull floor plans, the year built and renovation records. Finally, have your mortgage details and any leases ready, since they shape deal structure and payoff at closing.
Owners who assemble this package before listing move through due diligence, which typically runs 30 to 90 days, far more smoothly.
How Haven helps
Haven gives sellers a preparation checklist at the confidential consultation stage, well before marketing begins. See how a confidential sale works.