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Business Summary Information

Business Summary & Assessment Pack.

One pack, three uses. Your answers prepare your Information Memorandum, Business Assessment or Pre-Sale Assessment. Complete it progressively. Save nothing you’re unsure of, we verify together.

Before you start

Commercial in confidence. Return to enquiries@businessbuyersadvocacy.com.au

Confidential

Part A · Business & ownership details

01 — Business details
Core identifying information about the business and its owners.

02 — Ownership structure & legal details
Confirms how the business is legally structured and owned.

Registered for GST?
Business structure
Are there any co-owners or shareholders not actively involved in the business?
Any legal disputes, claims or encumbrances?
Does the sale include the freehold property?

03 — Premises & lease
If more than one lease applies (e.g. multiple sites), please photocopy this section or attach separately.

Residence / living area included?
Landlord security requested?

Part B · Operations & people

04 — Location & surrounding area
Describe the trading environment and what draws customers to the area.

05 — Plant, equipment & assets
Vendor to provide a full itemised list of chattels as an attachment; use the table below for a summary of major items.

06 — Leased equipment & finance
e.g. POS systems, fridges, safes, vehicles, coffee machines.

Will the vendor pay out the lease(s) before settlement?

07 — Trading hours
Standard operating hours per day.

08 — Owner involvement
Working hours and the owner's role in daily operations - this is critical for assessing transferability of the business.

Owner involvement

Could the business run without the owner for an extended period?

09 — Staffing & employees
First names will suffice. Attach a separate sheet if more space is required.

Any key staff whose departure would materially affect the business?

Part C · Financial performance

10 — Trading sales, revenue & profit
Vendor to provide the last three years' Profit & Loss statements as an attachment. Include Gross Profit and EBITDA figures where available.

Annual revenue and profit

Part D · Market position

11 — Products / services
What the business sells and how it makes money.

12 — Suppliers & key relationships
Key suppliers and terms.

Suppliers & key relationships

Are any supply relationships personal to the current owner?

13 — Customers & customer mix
Who buys, and how concentrated the revenue is.

Any single customer or contract over 20% of revenue?

14 — Industry & market analysis
Positions the business within its sector.

15 — Competitive landscape
Understanding competitors helps articulate what makes this business a compelling acquisition.

What makes this business the compelling option.

16 — Marketing, brand & digital
A complete picture of how the business attracts and retains customers.

17 — Intellectual property
Trademarks, systems and know-how can add significant value - please detail all that apply.

Documented proprietary recipes, processes or systems?
Confidentiality / non-compete agreements with staff?

Part E · Strategic outlook

18 — Growth potential
How could a new owner grow this business further?

19 — Key strengths & value drivers
The core reasons a buyer should be attracted to this business.

20 — Risks & challenges
An honest assessment builds buyer trust and reduces surprises in due diligence.

Any pending changes to lease, staffing, contracts or regulation?

21 — Reason for selling
Buyers always ask. A clear answer builds confidence.

Part F · Sale details & documents

22 — Asking price & deal preferences
Price, structure and flexibility.

Preferred Sale Structure
Open to vendor finance?
Open to an earn-out arrangement?
Willing to sign a restraint of trade?

23 — Stock & inventory
If applicable.

24 — Supporting documents
Attach where available: 3 years P&L, balance sheet, lease and rent invoice, chattels list, finance schedules, IP / franchise agreements, staff list and rosters, supplier agreements, marketing assets, photos.

Drag & Drop Files, Choose Files to Upload

25 — Additional comments
Anything else a prospective buyer or assessor should know.

26 — Declaration
I/we confirm the information provided is true and accurate to the best of my/our knowledge, and authorise BBA to use it to prepare the selected document.