The Standard Offering Document buyer adds small one to two-page thesis and summary

Posted on Posted in Buyer Articles, Buyer FAQ, Buying a Business, Buying A Franchise, Buying/Selling Business Advise, Seller Articles, Seller FAQ

The offering document, or information package, is the main sales document involved in the mergers and acquisitions process. Within the offering, the document is everything a buyer needs in order to make an offer.

The Standard Offering Document

Typically the offering document is written by the seller or the seller’s representation. Writing the offering document is a very time-consuming process, and as a result, the sellers must be sure they are clear and accurate.

Vince Murphy Business Brpker

Buyers usually do not need to write a full offering document, but a small one to two-page thesis and summary can help a business deal go by smoothly. A well-written offering document can clearly spell out to the buyer the full value of a business and persuade them to make a very promising offer.IBBA Final

The offering document commonly contains:

  • The Executive Summary
  • Seller’s rationale for seeking a deal
  • Company Background
  • Employee information and benefits
  • Legal disclosures and obligations
  • The company’s marketing strategy
  • Financial obligations
  • All company assets (fixed and intangible)

Creating an offering document can be stressful for a seller because it contains all business decisions the seller has made. With that being said, a seller can feel vulnerable and exposed. However, clients who work with George and Company find themselves relieved of that stress and vulnerability. We work as a buffer between the buyer and seller, and we will help you present your business in the best way possible.

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