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Providing Secretive Info When Selling

Providing Secretive Info When Selling

Demonstrating information like tax returns and bank statements is sort of a prerequisite when selling a business.

However, you want to hold back a lot of info when you are selling the business.

You want to wait until due diligence period.

Generally, we don’t send a lot of secretive info until there is an LOI in place.

That LOI can carry a deposit dependent on business size, with an exclusivity clause, and a timeframe to close.

The more serious the buyer, the more he wants exclusive rights, and the more he is willing to pay for those exclusive rights.

Regardless, you want to make sure you provide everything the buyer needs to close.

Bank statements and tax returns are a wonderful way to get a buyer excited about the business.

They will see cash flow.

You want them to see great cash flow.

You want them to see the highlights and positives.

Make sure you black out any Social Security Numbers and Bank Account Numbers on any documents before providing them to the buyer.

Sometimes the buyer will request information on the actual orders.

Make sure you black out any customer names and contact info before you provide them to the buyer, if they request info on orders.

Please reach out to us if you have any questions relating to acquisitions:

Email – acquisitions@jarbly.com

Phone – (800) 773-1523

Simply engage us below to get started whether it comes to bringing you qualified buyers where we list your business for maximal value or engaging us to bring qualified and vetted businesses that match your exact target criteria such as industry and EBITDA multiple if you are buying a business:

Buyer-Side Engagement – Retain Us to Provide you with Qualified and Vetted Businesses that Match Your Target Criteria

Seller-Side Engagement – Retain Us to List Your Business and Bring Legitimate Buyers to the Table

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Leader in Acquisitions with Expertise in Representing Sellers & Buyers on Deals

Jarbly is a leader in acquisitions with expertise in helping with listings, negotiations, LOI's, asset purchases, company purchases, and real estate purchases. JARBLY has access to high net worth individuals if you are on the sell-side and businesses that may be of interest to you if you are on the buy-side.

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© 2023 JARBLY LLC is a national brand operating through itself as a Limited Liability Company in the State of FL and works with a number of professionals located throughout the country to provide client related professional services. It is important if you transact with JARBLY LLC in any capacity, you consult a legal professional. JARBLY LLC, while the principal is a licensed real estate associate, is not an attorney or a registered broker-dealer under U.S. securities laws. For more details on the nature of working together please review our disclaimer at http://jarbly.com/disclaimer and make sure to consult professional legal counsel regarding transactions to be in compliance in accordance with relevant local regulatory and legal requirements.

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