• PREP-1 Buyer's Frequently Asked Questions

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    1 Video
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    $3.99 for 3 day rental

    Buyers will ask a variety of questions in the early stages of the buying process. You should be prepared to answer them as honestly and informatively as you can.

    Included is a list of some typical buyer questions, so you can be prepared for what yo...

  • PREP-2 Buyer's Requested Docs & Info For Review

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    1 Video
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    You should determine which documents and information is appropriate to be furnished to a prospective buyer in each situation, and at what point in the process. It is normal and customary that the documents listed would be supplied to a purchaser at...

  • PREP-3 Phone Tips For Sellers

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    1 Video
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    $3.99 for 3 day rental

    It is important that you answer initial questions that a buyer may ask. HOWEVER, it is vital that you maintain confidentiality. Therefore, be cautious as to what information you provide over the telephone. The initial call can help you to “qualify”...

  • PREP-4 Suggestions For Sellers

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    You should look at your business from a buyer’s viewpoint. Then ask yourself, “What should I do to make my business more attractive and more saleable?” First impressions really do count! If a potential buyer does not like the appearance of your
    busin...

  • PREP-5 Sale Process

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    $4.99 for 3 Day Rental

    This outline provides the typical and sequential steps in the Seller’s sale/purchase process of a small business, from preparing for the sale of the business to after it has sold. It provides an abbreviated flowchart overview of what to expect, and a...

  • PREP-6 Glossary

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    This glossary of terms is provided as a guide throughout the process of buying or selling a business. It will also assist you in better understanding the prospective sellers/buyers as the process proceeds, and better communicate with the various part...

  • Preparing Your Business For Sale Package

    6 videos  |   Rent $21.95

    6 Instructional Videos with 6 PDF Downloads
    $21.95 for 3 Day Rental

    Includes Entire Collection of PREP series for Sellers:
    - Buyer's Frequently Asked Questions
    - What Buyer May Request For Review
    - Phone Tips & Suggestions
    - Sale Process
    - Glossary of "Deal Terms"

  • MP-1 Teaser For Buyers

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    1 Video
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    Included is a sample “Teaser” letter you might find helpful in capturing interest from Buyer Prospects you might be aware of. The idea is to create Buyer Prospect curiosity while maintaining confidentiality

  • MP-2 Executive Summary

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    1 PDF download
    $3.99 for 3 day rental

    At this point as a Seller, you may have provided some information about the business sale opportunity. The idea is that the Buyer would like a little more information, such as a company name, and where it is located. You are not yet ready to dig into...

  • MP-3 Business Overview

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    1 Video
    1 PDF download
    $4.99 for 3 day rental

    The overview has a detailed description of the business past, present, and projections for the future. Lenders will require this type of information.

    Includes a sample Business Overview.

  • MP-4 Seller's Estimated Costs Through Closing

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    It is important that you “count the cost” and determine in advance what your total costs might be, and what you will walk away from the deal with, and whether that amount will be satisfactory to you. Knowing in advance what the costs are will assist ...

  • MP-7 Asset Summary

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    Lenders will require a list of personal property assets to help collateralize the loan. This video and template format will assist in preparing a list of the Personal Property (Tangible Assets) being sold in a manner often used by lenders. The catego...

  • MP-8-10 Competitors,Customers, Service Contracts

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    1 Video
    3 PDF Downloads
    $3.99 for 3 day rental

    There are many things you should ask for throughout the sale process, such as who the competitors and customers are and what service contracts are in place. Lenders will also want this information. This video and accompanying templates will help
    you...

  • MP-11 Inventory Summary

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    1 Video
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    $3.99 for 3 day rental

    One of the things you should want to know is what kind of inventory you are purchasing. Lenders will also need this information. This video and template will help you prepare the information.

  • MP-12 Chart of Employees

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    1 Video
    1 PDF download
    $3.99 for 3 day rental

    One of the most critical things you should want to know is who the employees are, and what their respective roles and responsibilities might be. Additionally, you should want to know their respective compensation and benefits, and if any of them are ...

  • MP-13 Mutual Confidentiality Agreement

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    It is important that Buyers get a sense they can trust you with sensitive information, and that you will help in protecting their business from information getting to their customers, vendors, competitors, or employees. And you should be afforded the...

  • MP-14 Documents Required

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    1 PDF Download
    $3.99 for 3 day rental

    Customers, competitors, employees, vendors, suppliers, market demands, credit terms, material costs, sub-contractors, and locations are different for each business, and this is only a short list to help you to appreciate this fact. A number of docume...

  • How To Market Your Business For Sale

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    13 Instructional Videos with accompanying documents and samples
    $51.95 for 7 Day Rental

    Includes Entire Collection of MP-B series for Buyers:
    - Teaser for Buyers
    - Executive Summary
    - Business Overview
    - Buyer's Estimated Costs Through Closing
    - Balance Sheet
    - Profit or Loss Statement
    - Asset S...

  • How To Sell Your Own Business Package

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    22 Videos with PDF Documents & Samples to Accompany Video Content
    $114.95 for 10 Day Rental

    Includes all Seller videos and accompanying content that guides you through the process of buying a business:
    - Preparation information (6 videos - 6 Documents)
    - Marketing information (12 videos - 15 Doc...

  • Be Your Own Boss - Buyer's Package

    29 videos  |   Rent $134.95

    29 Videos with PDF Documents & Samples to accompany video content
    $134.95 for 14 Day Rental

    Includes all Buyer videos and accompanying content that guides you through the process of buying a business:
    - Preparation information (9 videos - 9 Documents)
    - Marketing information (12 videos - 14 Docu...

  • Contracts For A Business Purchase Package

    6 videos  |   Rent $26.95

    6 Instructional Videos with 6 PDF Downloads of sample contracts to buy or sell a business
    $26.95 for 3 day rental

    Includes Collection of CON series:
    - Purchase and Sale Agreement
    - Promissory Note
    - Security Agreement
    - Agreement Not To Compete
    - List of Contingencies to Buy-Sell
    - Bill of Sale

  • Corporate Documents to Buy or Sell A Business

    9 videos  |   Rent $39.95

    9 Instructional Videos with 9 PDF downloads
    $39.95 for 7 Day Rental

    Includes the following videos and sample documents:
    - Purchase and Sale Agreement
    - Promissory Note
    - Security Agreement
    - Agreement Not To Compete
    - List of Contingencies to Buy-Sell
    - Bill of Sale
    - Resolution to Purchase
    - Re...

  • Buyer's Marketing Pieces & Information Package

    12 videos  |   Rent $47.95

    12 Instructional Videos with accompanying documents and samples
    $47.95 for 7 Day Rental

    Includes Entire Collection of MP-B series for Buyers:
    - Executive Summary
    - Business Overview
    - Buyer's Estimated Costs Through Closing
    - Balance Sheet
    - Profit or Loss Statement
    - Asset Summary
    - List of Top...

  • MP-5-B & MP-6-B Financials

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    1 Video
    2 PDF Downloads
    $3.99 for 3 day rental

    Most businesses employ the use of an accountant or a bookkeeper to prepare a Balance Sheet and Profit and Loss Statement. Smaller businesses oftentimes utilize an accounting or bookkeeping software program, which is able to print a
    Balance Sheet and...

  • MP-15 Seller's Log of Information Exchanged

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    1 Video
    1 PDF Downloads
    $3.99 for 3 day rental

    For your protection and records, you should maintain a list of Buyers who have visited with you and with whom you have exchanged information.

    Includes form that can be used to track the information.

  • RE-2 Buyer's Real Estate Inquiry

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    The Buyer may want you to complete a Real Estate Inquiry to provide early-stage information that will generally inform you about preliminary information regarding the real estate. This information would be provided prior to any Seller’s Real Estate D...

  • RE-1 Seller's Real Estate Disclosure

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    The Buyer may want you to complete a Seller’s Real Estate Disclosure to advise you of material facts regarding the real estate or issues that you have had or may in the future arise pertaining to the real estate. The included document will provide a ...

  • VER-1-2-B Buyer Disclosure & Financial Statements

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    1 Video
    2 PDF Downloads
    $3.99 for 3 day rental

    As a Seller, you may want to verify a Buyer is able to proceed in the buying process and succeed with the business.

  • CON-1-2 Offer To Purchase and Letter of Intent

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    1 Video
    2 PDF downloads
    $4.99 for 3 day rental

    The Offer To Purchase is used to provide an understanding of the general terms and conditions of the sale/purchase of the business. This is usually more detailed than a Letter of Intent (To Purchase), but not as thorough as a Purchase and Sale Agree...

  • RE-3 Real Estate Contract of Sale

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    1 video
    1 PDF Download
    $4.99 for 3 day rental

    The (Real Estate) Contract of Sale is the document prepared and used to formalize the sale of real estate that might be part of the business sale. The (Real Estate) Contract of Sale is legally binding and as such, you should determine if all the cond...

  • COR-1 and COR-2 Resolution To Purchase and Sell

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    1 video
    1 PDF Download
    $3.99 for 3 day rental

    Buyers oftentimes use an existing business entity, or a newly formed one to purchase a Seller’s business. If this is the case, it is important that the Buyer has executed a Resolution To Purchase. Included is an example document that might be used as...

  • VER-3 Seller's Disclosure Statement

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    1 video
    1 PDF Download
    $3.99 for 3 day rental

    Sellers should advise Buyers of material facts regarding the business. A Seller’s Disclosure Statement can be used to advise the Buyer of material facts or issues that have or may in the future arise regarding the business.

    Included is an example d...

  • CON-3 Purchase and Sale Agreement

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    1 Video
    1 PDF download
    $6.99 for 3 day rental

    The final agreement for purchasing the business is the Purchase and Sale Agreement. The following may be used as a guide to create one specific to your transaction.

  • CON-4 Promissory Note

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    1 video
    1 PDF download
    $4.99 for 3 day rental

    Oftentimes the consideration paid to a Seller of a small business includes promises of payment over time. The sample
    Promissory Note may be used as a guide to create one specific to your transaction.

  • CON-5 Security Agreement

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    1 video
    1 PDF download
    $4.99 for 3 day rental

    A Security Agreement is a written agreement between a secured party (the Seller) and a debtor (the Buyer) providing the secured party an interest in collateral. The sample Security Agreement may be used as a guide. However, you need to determine and...

  • CON-6 Agreement Not To Compete

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    1 video
    1 PDF download
    $4.99 for 3 day rental

    The buyer of your company and their lender need assurance they will not be competing with your expertise and contacts within the industry, and certainly not within the trade area. They may require an Agreement Not To Compete, like the one on the samp...

  • CON-7 List Of Contingencies To Buy Sell

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    1 video
    1 PDF download
    $3.99 for 3 day rental

    Ordinarily, the Offer To Purchase or Letter of Intent (To Purchase) will be contingent upon the fulfillment and/or acceptance of specific things by the buyer and seller.

    Included are some typical items that are used as contingencies to the Offer To...

  • CON-8 Bill of Sale

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    1 video
    1 PDF download
    $3.99 for 3 day rental

    The Bill of Sale is a document to show the transfer of ownership of business ownership from the Seller to the Buyer.

    Included is a Bill of Sale that may be used as a guide.

  • FIN-1-B Buyer's Lending Packet

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    1 Video
    1 PDF Download
    $5.99 for 3 day rental

    One of the greatest challenges to purchasing a business is the Buyer’s ability to locate the right source for lending, properly present the right information for consideration by the lender, qualify for the initial/conditional loan approval, and then...

  • RE-1-B Seller's Real Estate Disclosure

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    You may want to ask the Seller to complete a Seller’s Real Estate Disclosure to advise you of material facts regarding the real estate or issues the Seller has or had or may in the future arise pertaining to the real estate. The included document wil...

  • RE-2-B Buyer's Real Estate Inquiry

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    You may want to ask the Seller to complete a Real Estate Inquiry to provide early-stage information that will generally inform you about preliminary information regarding the real estate. This information would be provided prior to any Seller’s Real ...

  • VER-1-2-B Buyer Disclosure & Financial Statements

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    As a Buyer, you should appreciate the Sellers want to see and verify that as a Buyer, you are able to proceed in the buying process and succeed with the business. In the event a Seller expresses concerns, you may want to have something already prepar...

  • VER-4-B Buyer's Due Diligence

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    $5.99 for 3 day rental

    The Buyer’s Due Diligence is the process and measures employed by the Buyer and the Buyer’s advisors to investigate and confirm all the representations made and understandings up until the Due Diligence begins, and to further investigate, confirm, a...

  • CON-1-B Offer To Purchase

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    1 Video
    1 PDF download
    4.99 for 3 day rental

    The Offer To Purchase is used to provide an understanding of the general terms and conditions of the sale/purchase of the business. This is usually more detailed than a Letter of Intent (To Purchase), but not as thorough as a Purchase and Sale Agreeme...

  • CON-2-B Letter Of Intent To Purchase

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    1 Video
    1 PDF download
    $4.99 for 3 day rental

    The Letter of Intent (To Purchase) is usually less detailed than an Offer To Purchase, and certainly less thorough than a
    Purchase and Sale Agreement. Understand that even a “non-binding” Letter of Intent may have certain binding provisions. Therefo...

  • CON-6-B Agreement Not To Compete

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    1 Video
    1 PDF Download
    $4.99 for 3 day rental

    As the Buyer, that is, the New Owner of the business, you and your lender (if applicable) need assurance the Seller will not be competing with you or using their expertise and contacts within the industry against you, and certainly not within the tra...

  • PREP-1-B Buyer's Early Stage & High View Questions

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    1 Video
    1 PDF Download
    $4.99 for 3 day rental

    Buyers should ask a variety of questions in the early stages of the buying process. Think of these “early-stage” questions as a high-level means of screening the business opportunity as to whether it might be a good match for you and worthy of pursu...

  • PREP-2-B What Buyers Should Request From Seller

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    You should determine which documents and information is appropriate for each transaction and situation, and at what point in the process it is needed. It is normal and customary that the documents listed would be supplied to a Buyer at some time duri...

  • PREP-3-B Phone Tips For Buyers

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    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    The initial call can help you to “qualify” the seriousness of the Seller and their expectations from a sale. There are a lot of Sellers who just want to “test the market” but aren’t truly ready to sell.

    Included is a list of things to keep in mind w...

  • Preparing to Buy A Business Package

    9 videos  |   Rent $36.95

    9 Instructional Videos with 9 accompanying documents and samples to prepare to buy a business.
    $36.95 for 4 Day Rental

    Includes Entire Collection of PREP series for Buyers:
    - Early Stage and High View Questions
    - What to request from Seller to Review
    - Phone Tips & Suggestions
    - Sale Process
    - G...

  • PREP-4-B Suggestions For The Buyer

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    1 Video
    1 PDF Download
    $4.99 for 3 day rental

    The early stages are similar to “courting,” when both parties are getting introduced and determining if they would like to get on the dance floor. Be ever mindful of what we have coined and refer to as “LCCC”, which are the four key attributes
    needed...

  • PREP-5-B Sale Process

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    1 Video
    1 PDF Download
    $4.99 for 3 day rental

    This outline provides the typical and sequential steps in the Seller’s sale/purchase process of a small business, from preparing for the sale of the business to after it has sold. It provides an abbreviated flowchart overview of what to expect, and a...

  • PREP-6-B Glossary

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    1 video
    1 PDF download
    $3.99 for 3 day rental

    This glossary of terms is provided as a guide throughout the process of buying or selling a business. It will also assist you in better understanding the prospective sellers/buyers as the process proceeds, and better communicate with the various par...

  • PREP-7-B Intro and Basics To "Doing A Deal"

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    1 video
    1 PDF download
    $5.99 for 3 day rental

    Why are some Buyers successful while so many others are not? This will cover some of the basic reasons and principles why some Buyers succeed and others fail (miserably). If you can grasp the concepts herein, adopt and embrace them, and execute on t...

  • PREP-8-B Narrowing Your Acquisition Interest

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    1 video
    1 PDF download
    $5.99 for 3 day rental

    Narrowing your acquisition interest is critical. Two of the most common mistakes made by Buyers is performing unlikely geographical searches and being ”open” to consider any opportunities. Each of these common mistakes is covered in the Deal Coach B...

  • PREP-9-B Finding A Business To Buy

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    1 video
    1 PDF download
    $5.99 for 3 day rental

    There are a multitude of “business opportunities” that can be located online, but oftentimes they just don’t make any sense to those who are informed and know what to look for. Locating business owners who might entertain discussions about selling
    t...

  • MP-2-B Executive Summary

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    1 Video
    1 PDF download
    $3.99 for 3 day rental

    At this point as a Buyer, you may have seen information about the business sale opportunity. The idea is that you would like a little more information, such as a company name, and where it is located. You are not yet ready to dig into detailed financ...

  • MP-3-B Business Overview

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    1 video
    1 PDF download
    $4.99 for 3 day rental

    The overview has a detailed description of the business past, present, and projections for the future. Lenders will require this type of information.

    Includes a sample Business Overview that can be tweaked for your deal.

  • MP-4-B Buyer's Estimated Costs Through Closing

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    1 video
    1 PDF Download
    $3.99 for 3 day rental

    It is important that you “count the cost” and determine in advance what your total costs might be, and whether that amount will be satisfactory to you. Knowing in advance what the costs are will assist you in negotiating your price and terms.

  • MP-5-B & MP-6-B Financials

    1 video  |   Rent $3.99

    1 video
    2 PDF Downloads
    $3.99 for 3 day rental

    Most businesses employ the use of an accountant or a bookkeeper to prepare a Balance Sheet and Profit and Loss Statement. Smaller businesses oftentimes utilize an accounting or bookkeeping software program, which is able to print a
    Balance Sheet and...

  • MP-7-B Asset Summary

    1 video  |   Rent $3.99

    1 videos
    1 PDF Download
    $3.99 for 3 day rental

    Lenders will require a list of personal property assets to help collateralize the loan. This video and template format will assist in preparing a list of the Personal Property (Tangible Assets) being sold in a manner often used by lenders. The categ...

  • MP-8-10-B Competitors,Customers, Service Contracts

    1 video  |   Rent $5.99

    1 video
    3 PDF Downloads
    $5.99 for 3 day rental

    There are many things you should ask for throughout the sale process, such as who the competitors and customers are and what service contracts are in place. Lenders will also want this information. This video and accompanying templates will help
    you...

  • MP-11-B Inventory Summary

    1 video  |   Rent $3.99

    1 video
    1 PDF Download
    $3.99 for 3 day rental

    One of the things you should want to know is what kind of inventory you are purchasing. Lenders will also need this information. This video and template will help you prepare the information.

  • MP-12-B Chart of Employees

    1 video  |   Rent $3.99

    1 video
    1 PDF download
    $3.99 for 3 day rental

    One of the most critical things you should want to know is who the employees are, and what their respective roles and responsibilities might be. Additionally, you should want to know their respective compensation and benefits, and if any of them are ...

  • MP-13-B Mutual Confidentiality Agreement

    1 video  |   Rent $3.99

    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    It is important that Sellers get a sense they can trust you with sensitive information, and that you will help in protecting their business from information getting to their customers, vendors, competitors, or employees. And you should be afforded th...

  • MP-14-B Documents Required

    1 video  |   Rent $3.99

    1 Video
    1 PDF Download
    $3.99 for 3 day rental

    Customers, competitors, employees, vendors, suppliers, market demands, credit terms, material costs, sub-contractors, and locations are different for each business, and this is only a short list to help you to appreciate this fact. A number of docume...

  • MP-15-B Buyer's Log of Information Exchanged

    1 video  |   Rent $3.99

    1 Video
    1 PDF Downloads
    $3.99 for 3 day rental

    For your protection and records, you should maintain a list of Sellers who have visited with you and with whom you have exchanged information.

    Includes form that can be used to track the information.