PLAN. FUND. GROW.
A team of highly experienced business growth specialists that challenge and inspire. We empower you and your team to realise your value and capitalise on the company’s true commercial worth. ​​​

OUR SERVICE

Once instructed Citizen Equity will produce a Memorandum of Sale for your business.
This document will be made available to prospective purchasers
only when they have given an undertaking of confidentiality.

Here are some of the features that may appear in a typical Memorandum of Sale.

​The content and amount of information provided will of course vary from business to business.
Executive Summary
  • Business overview
  • Financial overview
  • Market Position overview

The Company
  • History and background
  • Ownership structure

The Market
  • Position in the market (market share)
  • Market trends
  • Market potential
  • Customers and suppliers
  • Unique selling points
  • Customer breakdown by type and sector
  • Product portfolio and trends
  • Relationships with key suppliers
  • People
  • Executive management team

The workforce
  • Skills and availability
  • Technology
  • Technology employed
  • Internet and e-commerce
  • Property
  • Description of portfolio
  • Freehold valuations
  • Lease terms

Financials
  • Key Financials
  • Profit and loss statements for the past five years
  • Trading summary for the past five years
  • Balance sheet for the last five years
  • Cash flow statement
  • Income and cost projections
  • Staff costs
  • Stock

The Offering
  • Transaction and price
  • The process

Appendices
  • Staff function chart
  • Photographs (if applicable)
  • Client testimonials

MEMORANDUM
​OF SALE

Fees