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Sales memorandum

Our ​​​Sales Memorandum service supplies business owners with a disclosure document designed to provide prospective business buyers with a full, accurate and attractive overview of the company. Potential buyers use them to find sufficient and relevant information about the business to make their acquisition decisions. Company history, market positioning, customer value proposition, customer base, operating model, strategic capabilities, future developments and opportunities are all critical elements of a successful Sales Memorandum.

Sales Memorandums are also often referred to as Information Memorandums.

Why choose us to write your Sales Memorandum?

  • At Professional Business Valuers, we ensure that your Sales Memorandum addresses specific issues which businesses offered for sale must cover. We also make sure that the content and format meet criteria of your audience.
  • We professionally gather, research, analyze and document information to ensure that your potential business buyers are presented with a detailed, relevant overview of the business.
  • Our Sales Memorandums are written by an independent CPA accountant with Masters in Economics and Accounting and over 20 years of international business experience.

What we include in our Sales Memorandums

  • Executive summary
  • Business overview, including historical financial performance analysis with graphs
  • Industry/market overview
  • Future developments (may include financial projections with graphs, if ordered)
  • Sale price* and terms
  • Appendices

*The sale price can be determined/supported by our Corporate Valuation service, if ordered.

How much does it cost?

Our Sales Memorandums cost from $1,485 incl. GST. Detailed addback analysis to supplement the historical financial summaries costs from $495. 3-year financial projections to support your document cost from $595. Sales Memorandum ordered together with our Corporate Valuations costs from $945.

Please contact us to obtain a quote.

How does it work? How long does it take?

  1. Call us on 02 8072 8929 or email us at julia@professionalbusinessvaluers.com.au to enquire about our services or to book a time for a briefing/interview.
  2. During the briefing, we will discuss the scope of works and pick up details. We may request additional information after the briefing, if required.
  3. We advise the available dates to start on your project, send you the engagement letter and the invoice.
  4. We take from three business days (after the required information is provided and the payment is received) to prepare your draft document. We send you the draft for review and comments.
  5. We take from one business day following our receipt of your comments to provide you with the Sales Memorandum final.