Find the signed documents
Locate the signed agreement, every amendment, and the related correspondence. Mark which files are drafts.
Describe the business
Write a few sentences on what the business does, who makes decisions, and what the agreement or transaction is meant to accomplish.
Note the dates
Record signing deadlines, renewal dates, and notice periods, and flag any terms you do not understand.
List your questions
Focus on what you need to know before deciding. This guide is a checklist, not a substitute for review of a specific agreement.
This guide is a general checklist, not legal advice. It may not list every document or step that matters in your situation.
Official resource: California Secretary of State: business programs