Forms & Templates

Legal Forms, Templates and Checklists

A collection of forms, document templates and checklists is provided with ExitAdviser's online service. The files can be downloaded, saved and used off-line without any time limit.

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Prepare for Sale

Sales Memorandum Template

A Sales Memorandum is a document sellers prepare to market their business to potential buyers. Make use of this sample format to prepare your Selling Memorandum with a template.

Initial Due Diligence Checklist

When preparing your business for sale be prepared for a demanding, professional buyer. This is a list of questions to check in the course of Due Diligence process.

Due Diligence Checklist - Sole Proprietorship

The due diligence checklist/worksheet for the sale of a sole-proprietorship serves two purposes: to provide a list of possible terms and conditions of the deal; to show the types of documentation the Seller should begin preparing for review by the opposing parties.

Close the Deal

Term Sheet Template

A Term Sheet in general establishes that the parties agree general terms for a buy-sell agreement or acquisition contract. View the sample template format provided for reference.

Letter of Intent Template

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

Letter of Intent – Sole Proprietorship

When you're negotiating the sale of a sole-proprietorship and the negotiation is getting serious, use a Letter of Intent. The main purpose is to facilitate the start of a deal so the parties understand the key business and contractual issues.

Stock Sale Agreement Template

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

Sale of Business Assets Agreement Template

What if you want to sell your company's customer list, real estate, or machinery, but not your business? A Sale of Business Assets is a contract for the sale and purchase of valuable properties of a company.

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Non-Disclosure Agreement Template

Selling your business? Use a Non-Disclosure Agreement (NDA) with all buyer prospects to keep control of your proprietary information. A Non-Disclosure contract helps you to protect your trade secrets and other sensitive information.

Sale of Business Checklist

In order to close the deal, you will prepare a Business Sale Agreement. This is a checklist of items to make sure all critical aspects are addressed in the contract.

Term Sheet

A sample term sheet format to outline the conditions by which an investor (angel or venture capital firm) will make an investment in your business. Typically you are selling shares of your company.

Bill of Sale Template

When closing the business sale deal, a Bill of Sale is the document that explicitly transfers ownership of the tangible business assets or shares, and acts as a confirmatory receipt for the transaction. Make use of the template provided for reference.