Business Summary

Preparing a Professional Package to Present to Buyers

The Business Summary is a comprehensive, professionally bound report that saves time and limits post-sale litigation by succinctly answering buyers’ most frequent pre-purchase questions.

The Business Summary is sent to buyers after we have prescreened them and they have signed a non-disclosure agreement. A face-to-face meeting is scheduled with you and the buyer if they are interested after reviewing your Business Summary. You are left with highly interested and qualified buyers. No wasted time with tire kickers or unqualified buyers.

The Business Summary includes the following:

  • Business Narrative Summary
  • Buyer Qualifications
  • Business Evaluation
  • Financial Summary
  • Seller’s Disclosure Statement
  • Equipment List
  • Maps and Photographs

Important - We recommend that every owner obtain a business summary for their business, however, some owners choose to eliminate this step to minimize fees. 


Storage Facility - “I wanted to thank you for the personal attention you give to your clients. I also wanted to thank you for looking out for us, and in the future, we will use you and your company anytime we have property for sale.” Olivia P.