Below you will find a sampling of forms we use during the business transaction process.  Potential buyers and sellers have found it helpful to have some familiarity with the various agreements, contracts, and forms used throughout the process.  Our business brokers and M&A advisors will walk you through each necessary form at the appropriate time and answer any questions you may have.

Buyer Forms

Buyer Profile (click to download)
This form provides the Business Broker with information on the prospective buyer and assists the business broker in finding an appropriate business for sale.

Confidentiality Agreement (click to download)
This form is required prior to viewing any confidential information.

Agency (click to download)
This form defines the relationship between the Business Broker and the Buyer as defined by the California Civil Code.

SBA Financial Statement (click to download)
Information which will be required in order to secure financing.

Questions Buyers Ask (click to download)
Typical questions that buyers ask when considering buying a business.

Seller Forms

Information Required To Package Your Business For Sale  (click to download)
This checklist informs the prospective seller of some of the information that will be required by the Business Broker in order to sell a business.

You Can Help! (click to download)
This is a list of things that a seller can do to assist in the sale of his or her business.