Forms
The following Forms and Documents are important tools to assist in our efforts to help you either acquire or sell a business efficiently:
Confidential Seller Profile |
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This form provides preliminary Seller information required to begin the process of understanding your current business situation. With this information, our team can accurately assess valuation and offer a marketing approach for optimal sale. |
| Confidential Seller Profile.pdf | |
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Confidential Buyer Profile |
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This informational form provides preliminary Buyer information required to begin the process of understanding your needs, interests, knowledge, experience and financial requirements so that we can target optimal business opportunities for you. |
| Confidential Buyer Profile.pdf | |
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Confidentiality / Non-Disclosure Agreement |
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This Confidentiality/Disclosure Agreement identifies the responsibilities and obligations of Potential Buyers as it pertains to any information disclosed about a business. It outlines a Buyer's expected conduct when visiting or inquiring about businesses that are listed. This Agreement requires the Buyer's / Potential Buyer's signature prior to the disclosure of information about the business. If you have any questions, please call us for guidance. |
| Confidentiality Disclosure Agreement.pdf | |
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Credit Report Authorization |
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This document requires the Buyers’ signature and authorizes your Broker to obtain an up-to-date credit report. The confidential credit report may be one of the Seller’s qualification requirements for the disclosure of business information, preparatory to organizing an Offer to Purchase or qualification for a Lease Agreement. |
| Credit Report Authorization.pdf | |
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Personal Financial Statement |
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The Personal Financial Statement is an essential Buyer
tool. It will help to shape the business opportunities that align your financial
circumstances with your interests, experience and income expectations.
Also, depending upon the competitive environment, cost and complexity of a business, some Sellers require that Potential Buyers provide financial disclosures and an experience summary prior to any significant disclosures about their business. Astute Buyers know they must cover the purchase price and also plan for deposits, future operating capital and unforeseen business necessities. This form provides a simple format for financial planning for the purchase of a business. |
| Personal Financial Statement.pdf | |
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