Information Requirements

Chilman Fraser Island

In order to prepare an effective Information Memorandum presenting the offering in its best light and to create the appropriate environment in which to achieve a sale at the highest price and in the shortest time frame we require the following information:

  1. Introduction
    • Background History of the Business
    • Reason for Sale
    • Intellectual Property
  2. Operational Overview
    • Products
    • Major Labels/Brands
    • Major Suppliers/Agencies & Contracts
    • Trading Hours
    • Infrastructure
    • The Manufacturing Process
    • Storage and Distribution
    • Customer Contracts
    • Administration and Accounting
    • Computerisation
    • Travel
    • Quality Assurance
    • Operations Manual
  3. Marketing & Sales
    • Position in the Market
    • Geographical Spread of Sales
    • Sales by Product
    • Sales by Customer
    • Current Projects
    • Marketing Undertaken to Date
    • Future Strategies
    • Product Life Cycles
    • Competition
    • The Intellectual Property
  4. Management/Human Resources
    • Labor Relations
    • The Business Currently Operates Under the Following Basis
  5. The Premises
    • Lease Details
    • Lessor
    • Term
    • Commencement Date
    • Current Rent
    • Outgoings
    • Rent Review Basis
    • Date of Next Rent Review
    • Premises Information (include plan if possible)
  6. Financial Information
    • 6.1 Monthly Sales (Last 7 years and to date)
    • Profit & Loss and Balance Sheets over the last 3 years.
    • Creditor Information
    • Debtor Information
    • Other statistical information (eg. sales by product, graphs etc)
  7. Trading Names
  8. S.W.O.T Summary and Analysis
    • Strengths, Weaknesses, Opportunities and Threats
  9. Assets of the Business
    • Plant & Equipment Inventory and approximate fair market value as a going concern
    • Stock (estimated value)
    • Goodwill and Intellectual Property

The Information Memorandum as mentioned above is a most important tool in helping us to achieve your objectives, so your help in providing these details is critical.