Sharing of Tax Documents by Brokers Before Due Diligence

intermediary profile

August 23, 2023

by an intermediary from The University of Michigan - Stephen M. Ross School of Business in Bonita Springs, FL, USA

I would like to create a poll for Searchfunders and Brokers.

Searchfunders (answer 1, 2, or 3):
1. I need to see complete tax documents prior to preparing an offer.
2. I need to see tax summaries prior to preparing an offer.
3. I do not need to see tax information prior to preparing an offer.

Brokers (answer a, b, or c):
a. I never share complete tax documents prior to due diligence.
b. I share tax summaries or redacted tax information prior to due diligence.
c. I never share tax documents prior to due diligence.

Thank you in advance for your participation!

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commentor profile
Reply by a lender
from Kutztown University of Pennsylvania in Mount Joy, PA 17552, USA
as a lender I'm a - 2
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