Prepare the Sales Presentation Sheet

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You need to bundle everything that is for sale and present it in a professionally designed, bounded sales sheet (what the industry refers to as the Confidential Memorandum).

Items included:

	company information (name and address)
	ownership position
	current markets
	product sales position
	industry served
	competitive position
	financial statements (for the past 3 years)
	current balance sheet
	asset list for sale
	liability list to be assumed
	current cash assessment
	sales price with required down payment
	financing arrangements, if any
	other
	An appendix to the sales sheet may be the marketing strategy that supports the sales objectives.

 

The Sales Format

The industry uses a standard format for the sales presentation that is available by calling the NCABB Group at:

1-804-527-1103

Finalizing the Sales Presentation Sheet is critical before listing or announcing that your business if for sale. The time to complete a sales presentation can vary by company and depends on the quality of your financial statements.

• If you are not interested to sale your business at this time, it is advisable to complete a DRAFT of your sales presentation and to keep it updated annually.
  
  Why? You never know when a prospective buyer suddenly announces their interest to buy your business. The speed to act quickly can make a difference.

If you choose to sale your business on your own, you may request the services of NCABB to assemble and prepare your sales sheet for a negotiated fee. Our services will include:

• the collection and review of the required financial and marketing information,
• an analysis of your financial statements with a recasting for deriving market value,
• an analysis of your cash flow position to support your company asking price,
• and if desired, a complete valuation report by an independent valuation firm to substantiate the numbers that support your company worth.
  
  Call us for a FREE consultation at: 1-804-527-1103
  
  or forward us a quick email on when we may contact you.