Mergers & Acquisitions...
Merfeld & Schine, Inc.

Selling Your Company, Step 4:
Prepare a Selling Memorandum for Marketing Your Business

You’ll need a good marketing document that summarizes your business for prospective buyers. This document is called a Selling Memorandum, an Opportunity Overview, or sometimes merely The Book. The selling memorandum summarizes the company’s history, its customer base (no names), its marketing strategy, growth potential, and more. Take a look at a sample table of contents for a selling memorandum.

We will prepare a draft selling memorandum based upon the information gained from our meeting with you, from your financial information, and from your promotional material such as your website or your brochures.

In some cases, we prepare more than one variation of the selling memorandum that stress different aspects of the business opportunity for different types of buyers.

We will provide you with a draft of the overview so you can edit and ultimately approve it. It will not be released to anyone until you have approved it.

Once we have your approval, we will finalize the selling memorandum and move on to finding buyers.

Next step: The Types of Business Buyers

Back to Summary of the Selling Process page

We focus on (but do not entirely limit to) companies with sales in the $1MM to $20MM range located in the New England States: MA, CT, NH, RI, VT, ME.

If any of our M&A services fit your needs, please feel free to contact us for a free consultation without obligations or sales pressure. Fill out this simple form or call us (401-751-3320)

Free initial consultation and evaluation for business sellers

39 Brenton Ave.
Providence, RI 02906
Phone ~ 401-751-3320
Fax ~ 401-489-7339

E-Mail ~

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