The Process of Selling Your Business, The Confidential Marketing Memorandum Page 3 of 5

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The Confidential Marketing Memorandum

 

The Confidential Marketing Memorandum

 

The information presented to a certified buyer after execution of a non-disclosure agreement may include :

 

  • A record of your business
  •  An top level view of your business, including info about your firm’s services and goods, operations info, and staff structure
  • Information concerning your market, including client mix, rivals, and industry developments
  • A listing of the assets included in the sale
  • Information per your facilities, including lease terms, for example.
  • Fiscal info that might include : Balance Sheets, Earnings Statements, details on any liabilities to be assumed, equipment leases
  • Details on the price, terms, and sale structure of which you are providing your company

 

Private or sensitive information need only be disclosed during Due Diligence process.