Below is a list of some of our forms, checklists, and other important documents that will be used in the business transaction process. Feel free to view, download, and print these documents for your review and information. We may ask you to visit this page later to complete certain pertinent documents and forms along the way or simply reference them for your personal use as a means of educating you in the business transaction process. Please note you will need the Adobe Acrobat Reader to view most of the documents below. If you do not have this application please click the Adobe logo to the right of your screen. We encourage you to contact us if you have any questions regarding any of these documents.
 
Buyer Disclosure
  This provides additional information to the professional broker and assists in finding an appropriate business.
   
 
Buyer Interview
  This form is similar to one used by many business brokers. It contains information that the professional business broker needs to assist a buyer in finding the best business possible.
   
 
Buyer Non-Disclosure and Confidentiality Agreement
  Our agreement with the seller requires us to obtain a Non-Disclosure and Confidentiality Agreement before we disclose the name and location of their business.
   
 
Listing agreement
  This is a sample of a listing agreement that we use to list a business for sale.
   
 
Listing amendment
  This contains additional information for a seller and may be made a part of the listing agreement. A seller should understand and be aware of the conditions stated in this listing amendment.
   
 
Questions Buyers Ask
  Typical questions that buyers ask when considering the purchase of a business.
   
 
Questions Sellers Ask
  Some important questions that many sellers wonder about when considering the sale of their business.
   
 
Broker Request for Additional Information - Seller
  This provides the professional business broker with information necessary to begin marketing a business for sale.
   
 
Seller brochure
 
   
 
Seller's business disclosure
  This contains information about various aspects of a business that are important to a prospective purchaser.
   
 
Training & Assistance Agreement
  This provides important information to a buyer on how the seller will assist in the business transition after the closing of the sale.
   
 
What should I look for in buying a business
  Tips on finding just the right business.
   
 
You can help
  This is a list of things that a seller can do to assist in the sale of his or her business.