RV Park Sale Preparation Checklist
Use this worksheet to organize a possible sale. For each item, mark Available, Needs updating, Not sure, or Not applicable. The goal is to identify what you have and what needs a follow-up conversation.
Business records to locate
Start with available financial statements, tax returns, contracts, leases, ownership records, an asset list, and information about debts or other obligations. These are categories found in Oklahoma State University Extension’s business acquisition checklist. This worksheet is a starting point, not a universal document requirement.
Park-specific questions to add to your worksheet
Use the following prompts to describe your own property:
| Topic | Question to answer | Status / next action |
|---|---|---|
| Sites | What is your current count, and how was it determined? | |
| Stays | How do you describe your mix of overnight, seasonal, and extended stays? | |
| Season | What months do you operate, and what changes during the year? | |
| Utilities | What do you know about water, wastewater, and electrical service? | |
| Maintenance | What work is finished, underway, or still being considered? | |
| Reservations | What questions do you have about future bookings and deposits? | |
| People | What would you like to discuss about employees, managers, and your own role? | |
| Other uses | What cabins, storage, retail, or other operations should be described? |
If information is missing
Write down what you don’t know rather than filling the gap with a guess. For example, “site count estimated from the current map; needs confirmation” is more useful than presenting the estimate as a verified figure.
Decide what belongs in an introduction
Your first inquiry can be a short property summary. Before providing sensitive documents, clarify the recipient, purpose, and sharing arrangements. Keep guest payment details, personal identifiers, and account numbers out of the initial form.