example acquisition listing

Confidential Information Memorandum PREPARED FOR : BUSINESS ACQUISITION TARGET NAME Contact Details: Client Details Email: [email protected] Prepared by : Allbiz Deal Room By accepting a copy of this memorandum, the recipient agrees that it shall not contact or discuss the contents of this memorandum with any officer, employee, supplier, customer, licensor, franchisee, or associate of the Acquisition without the prior consent of the memorandum Owner. This Memorandum and further information that may be supplied on the terms set out above and, on the terms, contained in a confidentiality agreement entered into by the recipient, the terms of which incorporate the above conditions and which contain restrictions on the use of the information, its disclosure, and the conduct of the recipient subsequent to the recipient. The recipient acknowledges the foregoing, and it is hereby agreed that the terms of the confidentiality agreement are incorporated into and form part of these conditions.

Business Investment Memorandum Business Acquisition Investment $1000,000 for a 35% equity stake in the business. Negotiable subject to the investment partner's preference for an active or passive role. Year Established Profit 2010 $450,000 (Normalised) Key Points About the Business Established 10 years Consistent turnover Solid profits Significant expansion opportunities IMPORTANT NOTICE TO BUYERS & INVESTORS ALLBIZ HAS BEEN ENGAGED TO ASSIST THE VENDOR IN THE INVESTMENT PROCESS AND NOT AS THE AGENT OR BROKER. THE ROLE OF THE ALLBIZ DEAL ROOM IS TO MANAGE THE ADVERTISING PROCESS. Information Memorandum for the Business Acquisition

Disclaimer The information contained in this information memorandum and any other verbal or written information given in respect of Business Acquisition (\"Information\") is provided to the recipient (\"you\") on the following conditions. 1. The listing consultant, consultant nor Allbiz Deal Room (ABN 56 630 339 150) or any of its officers, employees, or consultants (\"we, us\") make no representation, warranty, or guarantee that the information, whether or not in writing, is complete, accurate, or balanced. Some information has been obtained from third parties and has not been independently verified. Accordingly, no warranty, representation, or undertaking, whether express or implied, is made, and no responsibility is accepted by us as to the accuracy of any part of this or any further information supplied by or on our behalf, whether orally or in writing. 2. All visual images (including but not limited to plans, photographs, specific productions, and artist impressions) are indicative only and are subject to change. Any measurement noted is indicative and not to scale. All outlines on photographs are indicative only. 3. The information does not constitute, and should not be considered as, a recommendation in relation to the investment in the business or property or a solicitation of the investment. 4. You should satisfy yourself as to the accuracy and completeness of the information through your own inspections, surveys, enquiries, and searches by your own independent consultants, and we recommend that you obtain independent legal, financial, and taxation advice. This includes as to whether any listing price is inclusive or exclusive of GST. 5. We are not valuers and make no comment as to the value of the business or property. \"Sold/leased\" designations show only that stock is \"currently not available,\" not that the business or property is contracted or settled. If you require a valuation, we recommend that you obtain advice from a registered valuer. 6. This memorandum does not and will not form part of agreement for the business or property. The only information, representations, and warranties upon which you will be entitled to rely will be as expressly set out in the term sheet. 7. Interested parties will be responsible for meeting their own costs of participating in the investment process for the business or property. 8. We will not be liable to you (to the full extent permitted by law) for any liabilities, costs, or expenses incurred in connection with the information, whether the loss or damage arises in connection with any negligence, default, or lack of care on our part. 9. No person is authorised to give information other than the information in this document and any statement or representation by an officer, agent, supplier, customer, relative, or employee of the vendor will not be binding on the vendor or us. 10. To the extent that any of the above paragraphs may be construed as being a contravention of any law of the state or the Commonwealth, such paragraphs should be read down, severed, or both, as the case may require, and the remaining paragraphs shall continue to have full force and effect. Information Memorandum for Business Acquisition

Conditions of Issue 1. This memorandum is supplied on the following conditions, which are expressly accepted and agreed to by the recipient in part as consideration for the supply of the memorandum, as evidenced by the recipient's retention of this document. If these conditions are not acceptable, the memorandum is to be returned. 2. This memorandum does not purport to contain all of the information that may be required to evaluate an investment in Business Acquisition, intending investors and their respective advisors should conduct their own independent review, investigation, and analysis of the business listing and the information contained in or referred to in this document.Acquisition, intending investors and their respective advisors should conduct their own independent review, investigation, and analysis of the business listing and the information contained in or referred to in this document. 3. Neither the director(s), the company, the consultant, nor the partners and employees of the consultant, nor their respective subsidiaries or associated companies or businesses, shareholders, directors, partners, or offices (collectively the \"Beneficiaries\"), make any representation or warranty, express or implied, as to the accuracy, reliability, or completeness of the information contained in this memorandum or subsequently provided to the recipient by any of the beneficiaries. 4. Except to the extent that liability under any law cannot be excluded, the beneficiaries shall have no liability arising in relation to the information contained in this memorandum or in any other way for errors or omissions (including liability to any person by reason of negligence). 5. The estimates and projections in this memorandum rely heavily on subjective analysis and judgement, which may or may not be accurate. There are typically discrepancies between forecasts and actual outcomes, and events frequently deviate from expectations. 6. The recipient, any intending investors, and their respective advisors should conduct their own independent review of the assumptions, calculations, and accounting policies underlying the estimates and projections. The beneficiaries may update or supplement this information at their sole discretion and without any obligation to do so. The provision of any additional information is subject to these terms and conditions. 7. This Memorandum, including any update or supplement to this document, does not and will not form part of any term sheet or investment agreement that may result from the review, investigations, and analysis of the company by the recipient, intending investors, and/or their respective Any agreement for the investment in the company will contain any and all information, representations, and warranties upon which the recipient or any other intending investor should rely. 8. The formal investment agreement or term sheet will also contain an acknowledgement by the recipient that it has not relied on any representations or warranties by any of the beneficiaries in entering into the agreement other than any representations and warranties set out in the agreement itself. 9. The company reserves the right to evaluate any offers and to reject any and all offers submitted without giving reasons. The beneficiaries shall not be liable to compensate the recipient or any intending investors for any costs or expenses incurred in reviewing, investigating, or analysing any information in relation to the company, whether in making an offer or otherwise. The information in this memorandum is provided to the recipient only as a matter of It does not amount to a recommendation, either expressly or impliedly, with respect to the purchase of the company. 10. The information in this memorandum may not be appropriate for all persons, and it is not possible for the beneficiaries to have regard to the investment objectives, financial situation, and particular needs of each person who reads or uses the information in this memorandum. Before acting in reliance on the information in this memorandum, the recipient should check its accuracy, reliability, and completeness and obtain independent and specific advice from appropriate experts. Information Memorandum for Business Acquisition

Purpose of this Document Your name in the capacity of the manager and director of the business Acquisition ABN has decided to seek investors for the business acquisition and has requested that Allbiz Deal Room Pty Ltd (ABN 56 630 339 150) serve as the process's communication medium. This confidential information memorandum (\"Memorandum\") has been prepared for selected parties with a preliminary understanding of the business of Business Acquisition and to assist the recipient of the memorandum (\"Recipient\") in making their own independent appraisal of Business Acquisition before making any investment. The memorandum does not purport to be complete or contain all of the information that a prospective investor may require. No representation or warranty is made (or will be made in any investment agreement) as to the accuracy, reliability, or completeness of any information contained in this memorandum for Business Acquisition, or the directors or shareholders of Business Acquisition, the consultant Consultant, or Allbiz Deal Room (ABN 56 630 339 150). The Recipient agrees by receiving this memorandum that it shall not copy, reproduce, or distribute to others this Memorandum, whether in whole or in part, without the prior written consent of Business Acquisition. Further, the recipient of this memorandum will keep permanently confidential all information contained herein that is not already public and will use this memorandum only for assessing Business Acquisition. On request, the recipient will promptly return all material received from the Business Acquisition, the directors, and Allbiz Deal Room, including this memorandum, without retaining copies. All projections in this memorandum have been prepared by Business Acquisition,or their accountants for inclusion in this memorandum. Any past or projected profit assumptions are examples only; they do not constitute, and should not be regarded as, a representation that the projected results will actually be achieved or that the underlying assumptions are valid or can be met under new management. The projections are subject to uncertainties and contingencies, all of which are difficult to predict and many of which are beyond the control of Business Acquisition. Allbiz Deal Room and the consultant, Consultant have not independently verified the projections. All currency amounts are expressed in Australian dollars unless otherwise stated. All inquiries in connection with this investment process in general should be directed to the listing owner, who is representing themselves in the transaction. All contact between the directors and employees of Business Acquisition and prospective investors will be arranged by the seller named in this document. Under no circumstances should prospective investors/investors contact staff or employees of Business Acquisition. Information Memorandum for Business Acquisition

Table of Contents 01 02 Welcome 03 Executive Summary 04 A Word from the Owners 05 Business Description 06 Courses Offered 07 SWOT 08 Business History 09 Property Details 10 Customers 11 The Team 12 Marketing Activities 13 Financials 14 Use of Funds 15 Investment Details Investment Process Information Memorandum for Business Acquisition

2. Executive Summary We have prepared this investment document to present an exclusive and thrilling investment opportunity. This opportunity involves co-investing in an already flourishing and reputable Registered Business based in NSW. The Business has already proven to be a highly prosperous and lucrative endeavour, with immense potential for even more growth and expansion. There is an expansive untapped market eagerly awaiting exploration through the incorporation of new products and services in education. Investing in this business will provide you with a highly lucrative opportunity that promises to deliver exceptional returns on your investment. Additionally, you will be partnering with a team of experienced and committed professionals who strive for excellence and success. In essence, this document presents you with the perfect chance to invest in a proven and profitable enterprise that is poised for unprecedented growth and expansion. We invite you to take a closer look, consider your options, and seize this opportunity while it lasts! Information Memorandum for Business Acquisition

\"Hello there! Thank you so much for considering this amazing business opportunity for partnership or investment! I'm thrilled to introduce myself as Billy Blanks, a passionate specialist in the energy sector. Let's team up and make great things happen together!\" I am thrilled to announce that I have reached a preliminary agreement to acquire an established energy reseller business in Sydney from the current owners, who have been running the business for 11 years and are ready to retire. Currently, this business is generating an impressive average revenue of $2.7 million and a normalised profit of $450,000 for the current year with just five team members. My vision is to transform the business into a comprehensive, one-stop energy provider that caters to various sectors, including agriculture, civil and mining. With the potential addition of new services in the near future and expansion plans into QLD the growth prospects are even more promising. To achieve this vision, I will lead a team consisting of myself, who will handle day-to-day operations and bring in new business, a highly experienced energy sales manager, and a certified energy consultant with operational experience who will serve as our products manager. I have performed a thorough financial evaluation of the enterprise for the last five years, uncovering a remarkably steady operation with vast possibilities for expansion. Please take a look through my memorandum and supporting information, and feel free to contact me for any additional details you may need. Yours, Your Name Information Memorandum for Business Acquisition

4. Business Description and Services Information Memorandum for Business Acquisition

5. Services Offered Information Memorandum for Business Acquisition

5. Services in Detail Information Memorandum for Business Acquisition

6. SWOT Analysis Information Memorandum for Business Acquisition

6. SWOT Analysis Information Memorandum for Business Acquisition

7. Business History Information Memorandum for Business Acquisition

8. Property and Lease Details Information Memorandum for Business Acquisition

9. Typical Customers & Customer Acquisition Strategies We have outlined our primary customer acquisition strategies, all of which are integral to the growth and success of the business. Information Memorandum for Business Acquisition

9. Customers Information Memorandum for Business Acquisition

10. Management Team Information Memorandum for Business Acquisition

11. Marketing Strategies & Activities Information Memorandum for Business Acquisition

12. Profit Results - Normalised Information Memorandum for Business Acquisition

13. Use of Funds Information Memorandum for Business Acquisition

14. Investment Details Information Memorandum for Business Acquisition

15. Investment Process The directors of Business Acquisition will manage the investment process, including all negotiations, offers, and inspections. Steps in the Investment Process 1. Complete your final due diligence 2. Fill out the investment application 3. A term sheet / offer document will be issued. 4. Deposit the funds into the specified account. 5. A final agreement will be issued. Step 1: Complete your final due diligence Before making any final decisions, it is essential to complete your final due diligence. This process involves conducting a thorough review of all relevant documents and information to ensure that you have a complete understanding of the situation. It is important to carefully read and analyse any contracts, agreements, and financial statements that are involved in the decision-making process. You should also research the organisation or individual that you are considering working with to ensure they have a good reputation and a history of success. By completing your final due diligence, you can proceed confidently knowing that you have thoroughly assessed all aspects of the situation. Step 2. Fill out the investment application Before you start investing, it's important to fill out the investment application. The investment application is a crucial document that provides information about the you, the investor including your financial status. It contains personal information such as name, address, contact details, and investor status. In addition to that, it requires information about your employment status, income, net worth, and investment experience. Step 3. A term sheet will be issued The term sheet will include information such as the investment deliverables, timeline, payment structure, and any other pertinent information required. After the term sheet is issued, both parties will have the opportunity to review and provide feedback before proceeding to the final agreement Step 4. Deposit the funds into the specified account To begin making your investment, deposit the funds into the designated account. Proceed to make the deposit through your financial institution or online banking platform, and include your full name in the transaction's reference ID. Once the transaction is complete, it is best to confirm the deposit by checking the account balance or requesting a receipt. Step 5. A final agreement will be issued A final agreement will be issued to formally document the agreement between the parties. This final agreement will contain the terms and conditions and serve as a legally binding document that will govern the relationship between the parties involved and will be used as a reference point in case of any disputes or conflicts in the future. The issuance of a final agreement is an essential part of the agreement process, as it ensures that all parties involved are aware of their obligations and responsibilities and provides clarity and transparency in the agreement reached. Information Memorandum for Business Acquisition

Thank you and Contacts Thank you for taking the Contact Details: time to read this Information Memorandum. If you have any questions, please contact the seller directly with the information provided. Marketing by: Allbiz Deal Room Prepared in consultation with the business W: www.allbizdealroom.com.au owner/s/ T : 1800 858 696 Information Memorandum for QLD RTO Acquisition