PRE-NDA BUSINESS SUMMARY (PNBS)

Size: 3-4 Pages

Ideal for: All Business Sales

Standard Turn-around Time: 2-3 business days (Contents & Design)

Language: Commercial (unless specified otherwise)

Inclusions:

• Professional Copywriting;
• Document Analysis;
• Graphic Design matching your agency/firm's visual identity.

Sections:

• Executive Summary;
• Lease Summary;
• Financial Summary (3 Years);
• Stock Images;
• Agency/Firm Details;
• Broker Profile;
• The Business Acquisition Process.

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CONFIDENTIAL SUMMARY BOOKLET (CSB)

Size: 6-8 Pages

Ideal for: Main Street Business Sales, with a limited Marketing Budget

Standard Turn-around Time: 3-5 business days (Contents & Design)

Language: Commercial (unless specified otherwise)

Inclusions:

• Professional Copywriting;
• Document Analysis;
• Graphic Design matching your agency/firm's visual identity.

Sections:

• Executive Summary;
• Key Acquisition Highlights;
• Business Profile;
• Lease Summary;
• Location Profile;
• Photo Gallery;
• Summary of Financial Statements (1 Year - Summary Only), plus a summary of add-backs;
• Disclaimers;
• Agency/Firm Details;
• Broker Profile;
• The Business Acquisition Process.

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CONFIDENTIAL BUSINESS REVIEW (CBR)

Size: 15-25 Pages

Ideal for:

• Main Street Business Sales, with an appropriate Marketing Budget;
• Mid-Market Business Sales, with a limited Marketing Budget

Standard Turn-around Time: 3-5 business days (Contents Only) + 2-3 business days (Designed File, once contents are approved)

Language: Commercial (unless specified otherwise)

Inclusions:

• Professional Copywriting;
• Document Analysis;
• Online Research;
• Graphic Design matching your agency/firm's visual identity.

Sections:

• Welcome Message;
• Executive Summary;
• Key Acquisition Highlights;
• Business Profile;
• Brief summary of Product/Service Range, Clientele, Suppliers and Processes;
• Business Reputation Analysis;
• Online Footprint;
• Staff Schedule/Roster;
• Ownership Details;
• Lease Summary;
• Location Profile;
• Maps & Logistics;
• Asset (P&E) Schedule;
• Intellectual Property Schedule;
• Photo Gallery;
• Summary of Financial Statements (3 Years - Summary Only);
• Recasting Statement (Add-Back Schedule);
• Concluding Message;
• Disclaimers;
• Agency/Firm Details;
• Broker Profile;
• The Business Acquisition Process.

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