Basic data room structure
Finance (annual accounts, forecasts, management accounts), Legal (contracts, corporate), Tax, HR, Commercial. Clear folder structure, consistent naming, current versions. Buyers and their advisors thank you with faster review.
What must be included
Annual accounts for last 3–5 years, shareholder agreement, key customer and supplier contracts, organisation chart, ownership structure. Gaps and missing documents delay the process and arouse distrust.
Best practices
Virtual data rooms are standard. Grant access rights granularly. Log changes. An M&A advisor supports structuring and preparation – often as part of Vendor Due Diligence.