The first discussion is easier when basic business information is gathered in one place. The aim is not a perfect report, but a clear picture of the situation.
Start with the facts
Note the most urgent difficulties, who the business owes money to and how it currently operates. Summaries of receivables and liabilities, together with key contract documents, may be useful.
Decide what you want to ask
Identify the decisions you are uncertain about and describe what you expect from working together. The exact documents required for analysis depend on your company's situation.
This material provides general information. Your company's particular situation requires individual assessment.
