To obtain a clear voluntary liquidation quote, provide the company name and jurisdiction, ownership details, current filing status and a brief summary of anything that remains to be completed. The checklist below shows the information needed to confirm the scope and prepare a fixed-fee quotation.

For the company with no assets, no liabilities and complete records, the initial information can be brief. Where the company still owns property, has creditors, is involved in a dispute or has incomplete filings, those matters should be identified at the outset.

Company and jurisdiction details

Provide the full registered name, company number, jurisdiction, entity type and registered office. Include the names and contact details of the current directors and the person coordinating the closure. If several companies are involved, provide a simple group chart or list showing how they are connected.

The current constitutional documents, certificate of incorporation and statutory registers are normally sufficient for the first review. The registered agent or registered office provider may hold some of these records.

Ownership and approvals

Confirm the shareholders and their holdings, including any nominee or trust arrangements that affect who can approve the liquidation. Note whether all shareholders support the proposed closure and whether board or shareholder meetings will need to be coordinated across different time zones.

Assets, liabilities and cash

Provide a schedule of all assets and liabilities, even if every balance is nil. Assets may include cash, investments, receivables, loans, property, intellectual property or claims. Liabilities may include trade creditors, taxes, professional fees, guarantees, lease obligations or contingent claims.

Explain whether remaining assets will be sold, collected, transferred or distributed to shareholders. If a bank account remains open, identify the expected final receipts and payments before deciding when it should be closed.

Accounts, tax and statutory filings

Recent financial statements, management accounts or a closing balance sheet help establish the company’s position. Also confirm the status of annual fees, annual returns, tax filings, economic substance reporting and any regulatory returns that apply. Overdue items may need to be resolved before or during the liquidation.

Contracts, employees and disputes

List any continuing contracts, employees, licences, legal proceedings, guarantees or insurance policies. State how each item will be terminated, transferred or concluded. These matters often determine whether the work can be treated as the case.

How the quotation is prepared

The quotation should distinguish the professional fee from government charges, notices and other disbursements. It should also identify assumptions, such as the company being solvent, records being complete and no material assets or liabilities remaining. This makes the price easier to compare and reduces the risk of unexpected work later.