Our Forms

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.

Non-Disclosure Agreement (NDA)
Most all Seller’s require that the information they will be sharing with prospective Buyers (including the name of the business) be held in the strictest confidence. This agreement affirms that you will keep all information concerning the sale of any business being presented as “Confidential” and return any documents presented if you decide against purchasing the business in question

Questions Seller’s Ask
What the general process is from start to finish.

Questions Buyers Ask
Typical questions that buyers ask when considering the purchase of a business.

What Should I Look for in Buying a Business
Tips on finding just the right business.

Buyer Registration Form
A form that provides the name and address of businesses that a business broker is showing a prospective buyer. It may also be an agreement in which the buyer agrees not to deal directly with a seller, but rather to work with the broker who represents the seller.

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.

Seller’s Business Disclosure
This contains information about various aspects of a business that are important to a prospective purchaser.

Request for Additional Information
This provides the professional business broker with information necessary to begin marketing a business for sale

Things Seller’s Can Do To Help
Some suggestions for Seller’s that help the process of selling a busine

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.

Memberships