Things You'll Need:
- Business tax returns
- Company letterhead
- Business or vendors license
- Corporate or Partnership documents
- Office lease documents
- Existing insurance policies
- Business license or certifications
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Step 1
Gather all information pertaining to your companies name, address, phone number, email address, fax number, subsidiaries’ name and address and tax identification numbers. This information should be available on business tax returns and company letterhead.
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Step 2
List your type of business and form of organization, include the names of corporate officers or partners if applicable. The list should include the year the business was started. This information can be found in a company Articles of Incorporation or Partnership Agreement.
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Step 3
Organize information concerning buildings owned or leased by the company. Include a current appraisal by a certified appraiser, or lease agreement. Your documents should include the square footage of your office space and permanent fixtures crucial to your business operation.
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Step 4
Create a list of physical office assets including specialized tools or materials; calculate cost of replacement including taxes and delivery. Cost estimates can be obtained by pricing an office supply company such as Staples, Inc. or an online provider.
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Step 5
Document the company’s annual gross revenue, total company payroll, and significant contractual financial obligations.
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Step 6
Collect any existing insurance policies and note if the business has made any claims within the past 3 years or has any pending lawsuits or judgments.
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Step 7
Record information from key personnel whose death or disability could seriously affect the company.
