INFORMATION MEMORANDUM

The memorandum or information portfolio, sales memo, or “Information Memorandum”, is a essential document in the sale process. The main company's activity aspects must be clearly and concisely described and analyzed., as well as a synthesis of your economic and financial information, if possible, about at least the last 3 years.

The quality of the information, and an accurate description of the products, services, customers, sector in which it operates, main economic and financial figures, and further. company aspects are going to be the key to attract the attention of potential buyers.

To sell ​​a business, allow to enter a new associate member, it is not an easy task and even more when, sometimes, it is an operator from the same marketplace that knows perfectly where you operate.

So, valuating the strengths, becomes one of the most important pieces to develop in a Business Infomation Memorandum.

THE INFORMATION MEMORANDUM MUST COLLECT THE FOLLOWING SECTIONS:

Company's presentation:

  • Chronology.
  • Relevant financial information.
  • Organization chart.
  • Executive Summary.
  • History of the company

Business plan:

  • Growing plan.
  • Marketplace overview.
  • Key success factors.

Financial information:

  • Previous financial trajectory.
  • Projections or assumptions.
  • Strategies to carry out.

Investment offer:

  • Company valuation.
  • Capital required.
  • Funding source.
  • Investment plan.

THE INFORMATION MEMORANDUM IS A DOCUMENT OF CONFIDENTIAL AND RESTRICTED USE.
IT WILL ONLY GO OUT OF THE SCOPE OF COMPANY PROPERTY WHEN THE DECISION HAS BEEN MADE PUBLIC TO INTERESTED POTENTIALS AND ALWAYS UNDER CONTRACT OR ACCEPTANCE OF CONFIDENTIALITY AGREEMENT.

Come to ATICA BUSINESS BROKERS, trust a safe value!