Offering Memorandum Style 105

stocks or bonds), and it will detail the management team, tax implications and many other regulatory disclosures. As opposed to a public offering, an Offering Memorandum is used for a ‘private' offering (a prospectus would be used for a public offering, for example). At this point, you just want to be prepared by having the forms ready to use. Buyers understand they'll need to sign confidentiality or non-disclosure agreements before receiving information on businesses for sale, so be ready and don't be hesitant about asking. Use a form provided by your broker or attorney. Talk to them about steps to follow when screening and qualifying potential buyers, including when to obtain confidentiality agreements before sharing information.

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