Document Forms & Templates


Required Legal Templates and Checklists for the Sale of a Business

A comprehensive collection of document templates, forms and checklists provided by ExitAdviser. Feel free to download, modify and use the files off-line without any time limit.


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Checking the Status

Communications Plan Template

A clear Communications Plan is essential to avoid information to leak out in an uncontrolled and damaging fashion. Make use to this template to prepare a professional plan of communication about your business sale.


Preparing for Sale

Sales Memorandum Template

When selling a business, Sales Memorandum is a document that owners tend to prepare to introduce their company to potential buyers. Also known as Memorandum of Sale.

Due Diligence Checklist (General)

This is a general checklist of terms and questions to handle in the course of Due Diligence - the process of checking on everything before selling-buying a business.

Complete Due Diligence Checklist

This worksheet provides a comprehensive, end-to-end list of terms and conditions the parties want to consider in the buy-sell agreement, and types of documentation the seller or buyer should prepare for review.

Due Diligence Checklist to Selling a Sole Proprietorship

Buying or Selling a Business? The due diligence checklist serves two purposes: to provide a list of possible terms and conditions of the deal; to show the types of documentation the seller (or buyer) should begin preparing for review.


Closing the Deal

Term Sheet Template

A Term Sheet establishes that the parties agree general terms for a buy-sell agreement or acquisition contract. Also known as Letter of Intent, Proposal to Buy a Business, or Purchase Offer.

Letter of Intent Template

A Letter of Intent is a purchase offer typically sent by the buyer to the seller. It makes a proposal to buy the business in principle subject to the terms and conditions set out in the letter (offer). This forms the basis for a legally binding Business Sale Agreement.

Letter of Intent to Buy a Sole Proprietorship

If your intention is to buy a sole-proprietor business, use this template to write your Letter of Intent to the seller. Also named as Offer to Purchase a Business, or Proposal to Buy a Business.

Business Sale Agreement Template - Sole Proprietorship

When it's time to sell your sole proprietorship (or partnership), a Business Sale Agreement sets down the terms of the sale, including the purchase price and the closing details.

Sale of Business Assets Agreement Template

What if you want to sell your company's assets such as real estate, machinery, etc., but not the whole business as a legal entity? A Sale of Business Assets is a contract for the sale of valuable properties (tangible and intangible) of a company.

Stock Sale Agreement Template

Selling your business? A corporation stock sale agreement helps you define and agree the terms of the business sale. This includes the purchase price and the closing details of the transaction.

Non-Disclosure Agreement Template

Use a Non-Disclosure Agreement (NDA) with buyer prospects to keep control of your proprietary information. A non-disclosure contract helps you to protect your business secrets such as customer data and pricing.

Bill of Sale

When closing the business sale deal, a Bill of Sale is the document that explicitly transfers ownership of the business assets or shares/stock, and acts as a confirmatory receipt for the transaction.


Disclaimer

Document forms and templates available at ExitAdviser have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for, legal advice. You should consult your attorney before engaging in any transaction.