In order to value your business and prepare a professional marketing package, I will need the following items:
Profit and Loss Statements (past 3 years)
Balance Sheet (past 3 years)
Federal Income Tax Returns (either Schedule C with addenda)
Lease Agreement and related documents (such as lease assignments)
Equipment List (current list of the Furniture, Fixtures & Equipment)
Inventory (current schedule of Inventory)
Franchise Agreement (if applicable)
Documentation on loans against the business (if applicable)
Company Website, Brochures and Marketing Material (menu if applicable)
List of opportunities available to buyers (increase sales or increase bottom line)
Name, address and telephone number of outside professionals (CPA, Attorney, Other)
I will do everything possible to sell your business quickly, expeditiously and at the price
and terms agreed upon. I will submit all offers to you for your consideration.
I will also contact you frequently to advise you on the reaction of the marketplace
and what can be done to make the business more saleable.
All information you furnish is confidential and will be disclosed only to those buyers I feel
qualified to purchase your business. Thanks for the confidence you have shown in
employing me to market your business. If you have any questions or concerns now
or at any time while I am representing you and your business, please do not hesitate to call.