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The Package

Our strategy is to develop a "package" on every business that we represent.  Please note: that we believe in an evolutionary process. We maintain confidentiality and disclose information to a buyer slowly. As the comfort level between the buyer and seller grows, we release additional information.

 We begin by collecting the information needed to evaluate the business. From that we develop "The Package":

Business Profile

            One page overview - Business Listing Information Sheet

            Confidential Memorandum

            Business Evaluation Report

            Custom Marketing Plan

Independent Third Party Appraisal, if needed

The following is a list of documentation that will assist me in putting that package together:

___     Profit and loss statements and balance sheets for the last three years.

___     Latest interim financial statements.

___     Corporate tax returns for the last three years.

___     List of assets to be included in the sale.

___     List of assets to be excluded from the sale.

___     Schedule of all indebtedness of the business.

___     Copies of any patents, copyrights, trademarks, or contracts of value.

___     Legal description of any real property included in the sale.

___     Rental property – Lease.

___     Any employment contracts, representative agreements, etc.

___     Organizational chart (job description and rates of compensation).

___     Copies of any pension and/or profit sharing plans.

___     Copies of all insurance policies.

___     Accounts receivable aging report.

___     Inventory information

___     Assets not appearing on the balance sheet.

___     Brochures, ads, articles, etc.

___     List on any contracts for services.

Please keep in mind that confidentiality is of the utmost importance to me as we prepare to market your business.