What information do you provide to potential buyers?

Once instructed Ventura Business Brokers will produce an Information Memorandum for your business.

This document will be made available to prospective purchasers once they have given an undertaking of confidentiality.

Listed below are some of the features that may appear in a typical Information Memorandum. The content and amount of information provided will of course vary from business to business.

Executive Summary

• Business overview
• Financial overview
• Market Position overview

The Company

• History and background
• Ownership structure

The Market

• Market potential
• Customers and suppliers (no names initially)
• Unique selling points
• Customer breakdown by type and sector
• Product portfolio and trends
• Relationships with key suppliers

People

• Executive management team
• The workforce (no names initially)
• Skills and availability

Technology

• Technology employed
• Internet and e-commerce

Property

• Description of portfolio
• Freehold valuations
• Lease terms

Financials

• Key Financials
• Profit and loss statements for the past three years
• Trading summary for the past three years
• Balance sheet for the last three years
• Current year income accounts
• Staff costs
• Stock

The Offering

• Transaction and price (usually ‘offers and price’)
• The process
• Reason for sale

Appendices

• Staff function chart
• Group structure (if appropriate)
• Photographs (if applicable)