Information Requirements
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:
- Introduction
- Background History of the Business
- Reason for Sale
- Intellectual Property
- 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
- 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
- Management/Human Resources
- Labor Relations
- The Business Currently Operates Under the Following Basis
- 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)
- 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)
- Trading Names
- S.W.O.T Summary and Analysis
- Strengths, Weaknesses, Opportunities and Threats
- 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.