Document Forms & Templates

A Collection of Legal Documents to Sell a Business

Here is a comprehensive, end-to-end collection of agreement templates, form letters, valuation spreadsheets, and checklists for the sale of a business. Feel free to download, modify, and use the files provided online or off-line.


Checking the Status

Communications Plan Template

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

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Advisory and Consulting Agreement

An advisory and consulting contract outlines the scope of the work, payment schedules, and deadlines when hiring an independent consultant or advisor. This sample template includes a confidentiality clause, indemnification clause, insurance expectations, as well as other key provisions designed to get the job done and protect you and your business.

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Preparing for Sale

Business Broker Agreement

This is a complete, well-balanced Business Broker Contract to list a business for sale. The agreement addresses interests of both parties to seal a win-win deal between a business owner and a business broker. Make use of the template provided to draft your own agreement.

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Business Valuation Template

This open-source MS Excel worksheet utilizes DCF (Discounted Cash Flow) - a widely accepted method among business appraisers to calculate the value of a profitable company. Make use of this free spreadsheet template to get a clue about how to price your business.

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Sales Memorandum Template

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

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Complete Due Diligence Checklist

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

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Due Diligence Checklist for Selling a Sole Proprietorship

This due diligence checklist serves two purposes: to provide a comprehensive list of possible terms and conditions of the deal and to show the types of documentation the seller should begin preparing for review.

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Due Diligence Checklist for Selling a Business

This is a general-purpose checklist of terms and questions that need to be addressed in the course of Due Diligence; i.e., the process of checking on everything before selling or buying a business.

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Closing the Deal

Non-Competition Agreement

The purpose of a business-to-business Non-Compete, Non-Solicitation Contract is to restrict the Seller from entering into a business which will compete with the Buyer after the sale, for some period of time thus protecting the Buyer’s post-closing interests.

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Non-Disclosure Agreement Template

When selling or buying a business, use a Non-disclosure Agreement (NDA) or Confidentiality Agreement (CA) with buyer prospects to keep control of your proprietary information. It helps you protect your business secrets such as customer data and pricing.

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Letter of Intent Template to Buy a Sole Proprietorship

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

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Letter of Intent Template to Buy a Limited Liability Company

When you're negotiating the sale of an LLC, use a Letter of Intent (proposal). The purpose of this document is to facilitate the start of a deal so that the buyer and seller understand the key business and contractual terms involved. LLC means Limited Liability Company.

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Letter of Intent Template to Purchase a Business

A Letter of Intent is a formal document that is provided by the buyer after an initial period of due diligence has been completed. This forms the basis for a legally binding Business Sale Agreement. Make use of this template to draft your own letter of intent (proposal) to purchase a business.

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Term Sheet Template for Sale of Business

A Term Sheet establishes general terms for a buy-sell agreement on a business sale. This is also known as Letter of Intent, Proposal to Buy a Business or Purchase Offer. A template to draft your own term-sheet is provided.

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Venture Capital Term Sheet Template

This is a sample term sheet to outline the conditions by which an investor - angel or venture capital firm - will make an investment in a business. Typically, to buy shares or stock.

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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. Make use of this template to draft your own contract.

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Business Sale Agreement to Sell a Limited Liability Company

When it's time to sell your LLC, a Business Sale Agreement sets down the terms of the contract so you can make the sale/purchase official. The agreement helps you define the terms of the sale, including the purchase price and the closing details of the transaction.

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Stock Sale Agreement Template

A corporation stock sale agreement helps you define the terms of a business sale where the transaction involves the shares (stock) of the business entity.This includes the purchase price and the closing details of the transaction.

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Sale of Business Assets Agreement

What if you want to sell your company's assets but not the whole business as a legal entity? This is a contract (agreement) template for the sale of assets, both tangible and intangible, of a company. Included is a non-compete clause.

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Bill of Sale Template

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.

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Disclaimer

Document forms and templates available at ExitAdviser have been prepared for informational purposes only and are not intended to provide, nor should be relied upon for legal advice, and no attorney-client relationship is established. You should consult your attorney before engaging in any transaction.